|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$21.6M
|
-$2.44M
|
-93,598
|
-10%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$14.5M
|
-$9.51M
|
-364,370
|
-40%
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.4M
|
+$737K
|
+28,251
|
+6%
|
|
|
4
|
Bare Financial Services
Gap,
Pennsylvania
|
$9.22M
|
+$9M
|
+344,928
|
New
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$8.44M
|
-$486K
|
-18,618
|
-6%
|
|
|
6
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$7.47M
|
+$383K
|
+14,679
|
+6%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.33M
|
+$12.1K
|
+462
|
+0.2%
|
|
|
8
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.55M
|
-$65.6K
|
-2,515
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.12M
|
+$1.77M
|
+67,942
|
+55%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.65M
|
+$87.9K
|
+3,369
|
+2%
|
|
|
11
|
LVZ Inc
Holland,
Michigan
|
$4.22M
|
+$1.04M
|
+39,867
|
+34%
|
|
|
12
|
PAX Financial Group
San Antonio,
Texas
|
$3.5M
|
+$26.7K
|
+1,022
|
+0.8%
|
|
|
13
|
Valmark Advisers
Akron,
Ohio
|
$2.02M
|
+$186K
|
+7,131
|
+10%
|
|
|
14
|
Strategic Equity Management
Tucson,
Arizona
|
$1.6M
|
+$578K
|
+22,144
|
+59%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.51M
|
-$1.95M
|
-74,754
|
-57%
|
|
|
16
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.39M
|
-$7.15K
|
-274
|
-0.5%
|
|
|
17
|
Moneywise Inc
Forest,
Virginia
|
$1.32M
|
+$501K
|
+19,191
|
+63%
|
|
|
18
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.16M
|
-$26.1K
|
-999
|
-2%
|
|
|
19
|
49 Wealth Management
Austin,
Texas
|
$1.07M
|
+$316K
|
+12,123
|
+44%
|
|
|
20
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$965K
|
+$85.3K
|
+3,269
|
+10%
|
|
|
21
|
SageOak Financial
Tulsa,
Oklahoma
|
$855K
|
+$9.53K
|
+365
|
+1%
|
|
|
22
|
OneAscent Family Office
Birmingham,
Alabama
|
$774K
|
-$162K
|
-6,216
|
-18%
|
|
|
23
|
AIFG Consultants
Halfmoon,
New York
|
$704K
|
-$83.7K
|
-3,209
|
-11%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$581K
|
+$16.3K
|
+625
|
+3%
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$430K
|
+$419K
|
+16,074
|
New
|
|
