|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$28.4M
|
+$7.05M
|
+263,957
|
+33%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.9M
|
+$633K
|
+23,699
|
+4%
|
|
|
3
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$14.3M
|
-$142K
|
-5,315
|
-1%
|
|
|
4
|
Bare Financial Services
Gap,
Pennsylvania
|
$11M
|
+$1.86M
|
+69,623
|
+20%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.8M
|
+$5.91M
|
+221,398
|
+128%
|
|
|
6
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$7.52M
|
+$114K
|
+4,285
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.57M
|
+$1.5M
|
+56,197
|
+29%
|
|
|
8
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.73M
|
-$20.5K
|
-767
|
-0.4%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$4.2M
|
+$18.3K
|
+684
|
+0.4%
|
|
|
10
|
PAX Financial Group
San Antonio,
Texas
|
$3.67M
|
+$202K
|
+7,558
|
+6%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$2.52M
|
-$5.89M
|
-220,679
|
-70%
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$2.1M
|
+$95.3K
|
+3,566
|
+5%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.04M
|
+$542K
|
+20,278
|
+36%
|
|
|
14
|
Strategic Equity Management
Tucson,
Arizona
|
$1.84M
|
+$248K
|
+9,277
|
+15%
|
|
|
15
|
Moneywise Inc
Forest,
Virginia
|
$1.46M
|
+$143K
|
+5,344
|
+11%
|
|
|
16
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.13M
|
-$12.7K
|
-475
|
-1%
|
|
|
17
|
49 Wealth Management
Austin,
Texas
|
$1.11M
|
+$49.2K
|
+1,841
|
+5%
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.01M
|
-$369K
|
-13,829
|
-27%
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$970K
|
+$12.9K
|
+483
|
+1%
|
|
|
20
|
SageOak Financial
Tulsa,
Oklahoma
|
$857K
|
+$8.84K
|
+331
|
+1%
|
|
|
21
|
OneAscent Family Office
Birmingham,
Alabama
|
$822K
|
+$53.9K
|
+2,017
|
+7%
|
|
|
22
|
AIFG Consultants
Halfmoon,
New York
|
$801K
|
+$103K
|
+3,872
|
+15%
|
|
|
23
|
GTS Securities
Miami,
Florida
|
$712K
|
+$448K
|
+16,759
|
+167%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$693K
|
+$697K
|
+26,096
|
New
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$582K
|
+$5.16K
|
+193
|
+0.9%
|
|
