|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$28.1M
|
-$2.93M
|
-102,619
|
-10%
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$15.8M
|
+$216K
|
+7,570
|
+1%
|
|
|
3
|
Bare Financial Services
Gap,
Pennsylvania
|
$12.8M
|
+$728K
|
+25,464
|
+6%
|
|
|
4
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.1M
|
-$6.11M
|
-213,723
|
-38%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8M
|
+$810K
|
+28,329
|
+11%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.38M
|
+$7.27M
|
+254,471
|
New
|
|
|
7
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$7.06M
|
-$1.15M
|
-40,196
|
-14%
|
|
|
8
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.93M
|
-$59.1K
|
-2,068
|
-1%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.56M
|
-$5.81M
|
-203,238
|
-52%
|
|
|
10
|
LVZ Inc
Holland,
Michigan
|
$4.43M
|
-$162K
|
-5,679
|
-4%
|
|
|
11
|
PAX Financial Group
San Antonio,
Texas
|
$3.98M
|
-$36.6K
|
-1,282
|
-0.9%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.66M
|
+$426K
|
+14,892
|
+19%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$2.49M
|
-$263K
|
-9,209
|
-10%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$2.44M
|
+$141K
|
+4,923
|
+6%
|
|
|
15
|
Strategic Equity Management
Tucson,
Arizona
|
$2.15M
|
+$138K
|
+4,823
|
+7%
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.77M
|
+$699K
|
+24,443
|
+67%
|
|
|
17
|
Moneywise Inc
Forest,
Virginia
|
$1.67M
|
+$82.6K
|
+2,890
|
+5%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.55M
|
+$1.02M
|
+35,674
|
+200%
|
|
|
19
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.48M
|
+$234K
|
+8,190
|
+19%
|
|
|
20
|
49 Wealth Management
Austin,
Texas
|
$1.17M
|
-$38.9K
|
-1,362
|
-3%
|
|
|
21
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.1M
|
-$9.92K
|
-347
|
-0.9%
|
|
|
22
|
SageOak Financial
Tulsa,
Oklahoma
|
$925K
|
-$11.7K
|
-409
|
-1%
|
|
|
23
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$803K
|
+$791K
|
+27,683
|
New
|
|
|
24
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$783K
|
+$772K
|
+26,999
|
New
|
|
|
25
|
OneAscent Family Office
Birmingham,
Alabama
|
$751K
|
-$144K
|
-5,048
|
-16%
|
|
