|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$20.7M
|
+$2.13M
|
+82,947
|
+12%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$20.3M
|
+$2.27M
|
+88,465
|
+13%
|
|
|
3
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$16.4M
|
+$178K
|
+6,939
|
+1%
|
|
|
4
|
Inspire Investing
Meridian,
Idaho
|
$14.1M
|
-$1.63M
|
-63,465
|
-11%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.46M
|
+$980K
|
+38,234
|
+12%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.96M
|
+$346K
|
+13,508
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.35M
|
+$1.44M
|
+56,217
|
+79%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.7M
|
+$206K
|
+8,025
|
+8%
|
|
|
9
|
|
$2.41M
|
-$2.44M
|
-95,337
|
-51%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.34M
|
+$67.6K
|
+2,638
|
+5%
|
|
|
11
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.32M
|
-$57.3K
|
-2,236
|
-4%
|
|
|
12
|
LVZ Inc
Holland,
Michigan
|
$1.22M
|
-$857K
|
-33,428
|
-42%
|
|
|
13
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.14M
|
-$458K
|
-17,870
|
-29%
|
|
|
14
|
Keel Point
Huntsville,
Alabama
|
$1.07M
|
+$155K
|
+6,068
|
+18%
|
|
|
15
|
Values First Advisors
Gray,
Tennessee
|
$1.04M
|
+$7.28K
|
+284
|
+0.7%
|
|
|
16
|
Financial Advocates Investment Management
Olympia,
Washington
|
$928K
|
+$41.8K
|
+1,630
|
+5%
|
|
|
17
|
|
$636K
|
+$41.6K
|
+1,623
|
+7%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$582K
|
+$568K
|
+22,180
|
New
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$506K
|
+$7.15K
|
+279
|
+1%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$313K
|
+$305K
|
+11,886
|
New
|
|
|
21
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$310K
|
+$301K
|
+11,764
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$262K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$211K
|
–
|
–
|
–
|
|
|
24
|
55I LLC
Boston,
Massachusetts
|
$207K
|
-$14.8K
|
-578
|
-7%
|
|
|
25
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$162K
|
+$51.4K
|
+2,004
|
+48%
|
|
