|
26
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.76M
|
+$1.9M
|
+41,201
|
+185%
|
|
|
27
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.6M
|
+$1.05M
|
+22,779
|
+61%
|
|
|
28
|
Anson Capital
Tyrone,
Georgia
|
$2.52M
|
+$2.67M
|
+57,927
|
New
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.27M
|
+$2.4M
|
+52,142
|
New
|
|
|
30
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.27M
|
+$2.4M
|
+52,142
|
New
|
|
|
31
|
IFG Advisory
Atlanta,
Georgia
|
$1.71M
|
+$1.81M
|
+39,350
|
New
|
|
|
32
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.7M
|
-$68.6K
|
-1,489
|
-4%
|
|
|
33
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$1.32M
|
-$1.75K
|
-38
|
-0.1%
|
|
|
34
|
Equitable Holdings
New York
|
$1.2M
|
+$369K
|
+8,012
|
+41%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.07M
|
-$393K
|
-8,540
|
-26%
|
|
|
36
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.02M
|
+$3.78K
|
+82
|
+0.4%
|
|
|
37
|
Per Stirling Capital Management
Austin,
Texas
|
$974K
|
-$1.25M
|
-27,116
|
-55%
|
|
|
38
|
Oppenheimer & Co
New York
|
$825K
|
–
|
–
|
–
|
|
|
39
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$819K
|
+$130K
|
+2,827
|
+18%
|
|
|
40
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$683K
|
+$723K
|
+15,704
|
New
|
|
|
41
|
Tempus Wealth Planning
Irvine,
California
|
$610K
|
+$646K
|
+14,021
|
New
|
|
|
42
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$599K
|
+$634K
|
+13,767
|
New
|
|
|
43
|
Brown Advisory
Baltimore,
Maryland
|
$456K
|
+$483K
|
+10,480
|
New
|
|
|
44
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$439K
|
–
|
–
|
–
|
|
|
45
|
Bay Colony Advisors
Concord,
Massachusetts
|
$423K
|
+$1.47K
|
+32
|
+0.3%
|
|
|
46
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$372K
|
+$79.2K
|
+1,720
|
+25%
|
|
|
47
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$370K
|
-$194K
|
-4,214
|
-33%
|
|
|
48
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$362K
|
+$37K
|
+804
|
+11%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$347K
|
+$63K
|
+1,368
|
+21%
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$326K
|
+$84K
|
+1,823
|
+32%
|
|
