|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$17.1M
|
+$2.75M
|
+108,381
|
+18%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$16.6M
|
+$2.95M
|
+116,019
|
+20%
|
|
|
3
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$15M
|
-$1.55M
|
-61,129
|
-9%
|
|
|
4
|
Inspire Investing
Meridian,
Idaho
|
$14.6M
|
-$11.9M
|
-469,410
|
-44%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.82M
|
+$6.01M
|
+236,357
|
+279%
|
|
|
6
|
|
$4.55M
|
-$21.3K
|
-839
|
-0.4%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$4.29M
|
+$3.85M
|
+151,399
|
+607%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.34M
|
+$214K
|
+8,413
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.31M
|
-$2.32M
|
-91,177
|
-49%
|
|
|
10
|
LVZ Inc
Holland,
Michigan
|
$1.94M
|
-$12.4K
|
-487
|
-0.6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.73M
|
-$47K
|
-1,850
|
-3%
|
|
|
12
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.49M
|
+$1.56M
|
+61,325
|
New
|
|
|
13
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.31M
|
+$286K
|
+11,264
|
+28%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.18M
|
+$1.23M
|
+48,339
|
New
|
|
|
15
|
Values First Advisors
Gray,
Tennessee
|
$955K
|
-$101K
|
-3,994
|
-9%
|
|
|
16
|
M Holdings Securities
Portland,
Oregon
|
$900K
|
-$426K
|
-16,772
|
-31%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$880K
|
+$918K
|
+36,131
|
New
|
|
|
18
|
Keel Point
Huntsville,
Alabama
|
$842K
|
+$441K
|
+17,362
|
+101%
|
|
|
19
|
Financial Advocates Investment Management
Olympia,
Washington
|
$819K
|
-$39.6K
|
-1,559
|
-4%
|
|
|
20
|
|
$549K
|
+$341K
|
+13,432
|
+148%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$461K
|
+$481K
|
+18,937
|
New
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$292K
|
+$31.7K
|
+1,246
|
+12%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$242K
|
+$31.2K
|
+1,226
|
+14%
|
|
|
24
|
55I LLC
Boston,
Massachusetts
|
$215K
|
-$22.2K
|
-873
|
-9%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$195K
|
+$62.7K
|
+2,466
|
+44%
|
|
