|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.18M
|
+$331K
|
+12,484
|
+9%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$2.23M
|
+$150K
|
+5,662
|
+8%
|
|
|
3
|
PAX Financial Group
San Antonio,
Texas
|
$1.64M
|
+$21.1K
|
+795
|
+1%
|
|
|
4
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$986K
|
+$88.9K
|
+3,350
|
+11%
|
|
|
5
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$746K
|
+$26.4K
|
+996
|
+4%
|
|
|
6
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$474K
|
+$39.2K
|
+1,477
|
+10%
|
|
|
7
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$449K
|
-$154K
|
-5,805
|
-27%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$335K
|
+$60.2K
|
+2,266
|
+24%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$299K
|
+$274K
|
+10,317
|
+11,592%
|
|
|
10
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$228K
|
+$211K
|
+7,936
|
New
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
$149K
|
+$15.2K
|
+571
|
+12%
|
|
|
12
|
Values First Advisors
Gray,
Tennessee
|
$145K
|
+$88.8K
|
+3,346
|
+198%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$57.1K
|
–
|
–
|
–
|
|
|
14
|
|
$51.8K
|
+$48.6K
|
+1,831
|
New
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.21K
|
+$5.73K
|
+216
|
New
|
|
|
16
|
49 Wealth Management
Austin,
Texas
|
–
|
-$787K
|
-33,731
|
Closed
|
|
