|
1
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$21.3M
|
+$365K
|
+14,307
|
+2%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$17.6M
|
+$2.99M
|
+117,088
|
+20%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$6.91M
|
-$7M
|
-274,641
|
-50%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.54M
|
+$4.82M
|
+188,866
|
+256%
|
|
|
5
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$5.95M
|
+$1.16M
|
+45,469
|
+23%
|
|
|
6
|
PAX Financial Group
San Antonio,
Texas
|
$3.99M
|
+$220K
|
+8,630
|
+6%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.55M
|
+$3.25M
|
+127,390
|
+843%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$3.02M
|
+$3.1M
|
+121,491
|
New
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.88M
|
+$553K
|
+21,671
|
+23%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.45M
|
+$447K
|
+17,518
|
+43%
|
|
|
11
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.14M
|
+$1.17M
|
+45,941
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.06M
|
+$1.09M
|
+42,554
|
New
|
|
|
13
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$876K
|
-$571K
|
-22,378
|
-39%
|
|
|
14
|
OneAscent Family Office
Birmingham,
Alabama
|
$846K
|
+$372K
|
+14,576
|
+75%
|
|
|
15
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$806K
|
+$805K
|
+31,553
|
+3,770%
|
|
|
16
|
Strategic Equity Management
Tucson,
Arizona
|
$766K
|
+$785K
|
+30,760
|
New
|
|
|
17
|
Moneywise Inc
Forest,
Virginia
|
$719K
|
+$737K
|
+28,890
|
New
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$698K
|
+$119K
|
+4,664
|
+20%
|
|
|
19
|
49 Wealth Management
Austin,
Texas
|
$646K
|
+$295K
|
+11,550
|
+80%
|
|
|
20
|
GTS Securities
Miami,
Florida
|
$564K
|
+$7.86K
|
+308
|
+1%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$391K
|
+$401K
|
+15,703
|
New
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$376K
|
+$99.1K
|
+3,885
|
+35%
|
|
|
23
|
|
$363K
|
-$174K
|
-6,834
|
-32%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$312K
|
-$95.6K
|
-3,747
|
-23%
|
|
|
25
|
Plan A Wealth
Lincoln,
Nebraska
|
$301K
|
+$72.2K
|
+2,830
|
+31%
|
|
