|
26
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.72M
|
+$3.71M
|
+129,871
|
New
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.65M
|
+$855K
|
+29,947
|
+31%
|
|
|
28
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.48M
|
+$525K
|
+18,381
|
+18%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$3.48M
|
+$411K
|
+14,386
|
+13%
|
|
|
30
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$3.32M
|
+$390K
|
+13,670
|
+13%
|
|
|
31
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.08M
|
+$114K
|
+3,981
|
+4%
|
|
|
32
|
World Investment Advisors
Santa Barbara,
California
|
$2.89M
|
+$64.7K
|
+2,268
|
+2%
|
|
|
33
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.78M
|
+$524K
|
+18,346
|
+23%
|
|
|
34
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.67M
|
+$294K
|
+10,302
|
+12%
|
|
|
35
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.58M
|
+$2.57M
|
+89,919
|
New
|
|
|
36
|
Ocean Park Asset Management
Santa Monica,
California
|
$2.34M
|
-$228K
|
-8,000
|
-9%
|
|
|
37
|
Auour Investments
Woburn,
Massachusetts
|
$1.96M
|
-$74.5K
|
-2,611
|
-4%
|
|
|
38
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$1.83M
|
+$365K
|
+12,771
|
+25%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$1.35M
|
-$37.5K
|
-1,313
|
-3%
|
|
|
40
|
|
$1.3M
|
+$1.29M
|
+45,353
|
New
|
|
|
41
|
Hanover Advisors
Seneca,
South Carolina
|
$1.28M
|
-$52.2K
|
-1,828
|
-4%
|
|
|
42
|
Park Avenue Securities
New York
|
$1.27M
|
-$121K
|
-4,252
|
-9%
|
|
|
43
|
Thompson Davis & Co
Richmond,
Virginia
|
$1.22M
|
+$130K
|
+4,548
|
+12%
|
|
|
44
|
Atria Investments
Charlotte,
North Carolina
|
$1.13M
|
+$1.12M
|
+39,325
|
New
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$1.1M
|
+$342K
|
+11,991
|
+46%
|
|
|
46
|
Advisory Services Network
Atlanta,
Georgia
|
$1.09M
|
-$8.22K
|
-288
|
-0.8%
|
|
|
47
|
OneAscent Family Office
Birmingham,
Alabama
|
$939K
|
+$935K
|
+32,760
|
New
|
|
|
48
|
|
$842K
|
+$839K
|
+29,401
|
New
|
|
|
49
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$819K
|
+$7.68K
|
+269
|
+0.9%
|
|
|
50
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$701K
|
+$183K
|
+6,400
|
+35%
|
|
