|
1
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$20.8M
|
+$21.7M
|
+843,106
|
New
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$14.6M
|
+$15.2M
|
+590,756
|
New
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$13.7M
|
+$14.2M
|
+552,376
|
New
|
|
|
4
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$4.79M
|
+$4.98M
|
+193,667
|
New
|
|
|
5
|
PAX Financial Group
San Antonio,
Texas
|
$3.75M
|
+$3.89M
|
+151,581
|
New
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.32M
|
+$2.41M
|
+93,900
|
New
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.82M
|
+$1.89M
|
+73,698
|
New
|
|
|
8
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.42M
|
+$1.48M
|
+57,560
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$1M
|
+$1.04M
|
+40,580
|
New
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$907K
|
+$943K
|
+36,704
|
New
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$578K
|
+$601K
|
+23,377
|
New
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$553K
|
+$575K
|
+22,369
|
New
|
|
|
13
|
|
$530K
|
+$551K
|
+21,430
|
New
|
|
|
14
|
OneAscent Family Office
Birmingham,
Alabama
|
$480K
|
+$499K
|
+19,418
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$402K
|
+$418K
|
+16,265
|
New
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$374K
|
+$388K
|
+15,115
|
New
|
|
|
17
|
49 Wealth Management
Austin,
Texas
|
$356K
|
+$370K
|
+14,415
|
New
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$278K
|
+$289K
|
+11,239
|
New
|
|
|
19
|
Plan A Wealth
Lincoln,
Nebraska
|
$229K
|
+$238K
|
+9,260
|
New
|
|
|
20
|
Values First Advisors
Gray,
Tennessee
|
$194K
|
+$202K
|
+7,857
|
New
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$36.8K
|
+$35.5K
|
+1,380
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$23.5K
|
+$24.4K
|
+950
|
New
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$20.7K
|
+$21.5K
|
+837
|
New
|
|
|
24
|
Blue Trust Inc
Alpharetta,
Georgia
|
$18K
|
+$18.7K
|
+728
|
New
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$17.7K
|
+$18.4K
|
+716
|
New
|
|
