|
1
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$23.1M
|
+$1.23M
|
+50,502
|
+6%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$22.9M
|
+$4.7M
|
+193,153
|
+27%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$13M
|
+$12.1M
|
+495,481
|
+3,276%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$8.49M
|
+$1.38M
|
+56,513
|
+20%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.95M
|
+$266K
|
+10,941
|
+4%
|
|
|
6
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$6.72M
|
+$619K
|
+25,417
|
+11%
|
|
|
7
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.38M
|
+$5.11M
|
+209,941
|
New
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.35M
|
+$664K
|
+27,273
|
+19%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.34M
|
+$385K
|
+15,788
|
+14%
|
|
|
10
|
PAX Financial Group
San Antonio,
Texas
|
$3.3M
|
-$740K
|
-30,396
|
-19%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.14M
|
+$1.97M
|
+80,948
|
+190%
|
|
|
12
|
LVZ Inc
Holland,
Michigan
|
$2.99M
|
-$87.9K
|
-3,609
|
-3%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$1.74M
|
+$982K
|
+40,310
|
+144%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.33M
|
+$416K
|
+17,094
|
+49%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.14M
|
+$1.09M
|
+44,958
|
New
|
|
|
16
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.12M
|
-$42.6K
|
-1,748
|
-4%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$961K
|
+$921K
|
+37,823
|
New
|
|
|
18
|
Strategic Equity Management
Tucson,
Arizona
|
$959K
|
+$171K
|
+7,010
|
+23%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$944K
|
+$905K
|
+37,178
|
New
|
|
|
20
|
OneAscent Family Office
Birmingham,
Alabama
|
$893K
|
+$28.4K
|
+1,165
|
+3%
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$833K
|
+$9.94K
|
+408
|
+1%
|
|
|
22
|
SageOak Financial
Tulsa,
Oklahoma
|
$803K
|
+$770K
|
+31,609
|
New
|
|
|
23
|
GTS Securities
Miami,
Florida
|
$794K
|
+$209K
|
+8,565
|
+38%
|
|
|
24
|
Moneywise Inc
Forest,
Virginia
|
$770K
|
+$34.2K
|
+1,405
|
+5%
|
|
|
25
|
AIFG Consultants
Halfmoon,
New York
|
$750K
|
+$719K
|
+29,518
|
New
|
|
