|
26
|
OneAscent Financial Services
Birmingham,
Alabama
|
$16.8M
|
+$16.9M
|
+755,760
|
New
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.7M
|
+$1M
|
+44,750
|
+6%
|
|
|
28
|
Moseley Investment Management
Bradenton,
Florida
|
$16M
|
+$356K
|
+15,923
|
+2%
|
|
|
29
|
|
$15.1M
|
+$8.78M
|
+392,979
|
+138%
|
|
|
30
|
Denver PWM
Denver,
Colorado
|
$14.8M
|
-$1.89M
|
-84,429
|
-11%
|
|
|
31
|
Krilogy Financial
St. Louis,
Missouri
|
$13.3M
|
+$583K
|
+26,103
|
+5%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
-$262K
|
-11,736
|
-2%
|
|
|
33
|
Titleist Asset Management
San Antonio,
Texas
|
$12.5M
|
+$5.76M
|
+257,858
|
+86%
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$12.4M
|
-$39.3K
|
-1,757
|
-0.3%
|
|
|
35
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.2M
|
-$4.65K
|
-208
|
-0%
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$12.2M
|
+$223K
|
+9,978
|
+2%
|
|
|
37
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$11.5M
|
+$1.49M
|
+66,811
|
+15%
|
|
|
38
|
Trust Company
Manhattan,
Kansas
|
$11.3M
|
+$117K
|
+5,249
|
+1%
|
|
|
39
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$10.6M
|
+$424K
|
+18,981
|
+4%
|
|
|
40
|
Shelton Wealth Management
Fort Worth,
Texas
|
$10.2M
|
+$1.54M
|
+68,855
|
+18%
|
|
|
41
|
MV Capital Management
Bethesda,
Maryland
|
$9.31M
|
+$2.7M
|
+120,783
|
+41%
|
|
|
42
|
Eight 31 Financial
Midland,
Texas
|
$9.3M
|
-$173K
|
-7,749
|
-2%
|
|
|
43
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.64M
|
+$1.73M
|
+77,602
|
+25%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.58M
|
+$816K
|
+36,530
|
+10%
|
|
|
45
|
Snowden Capital Advisors
New York
|
$8.52M
|
-$53.4K
|
-2,389
|
-0.6%
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.8M
|
+$319K
|
+14,264
|
+4%
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.23M
|
+$1.92M
|
+85,929
|
+36%
|
|
|
48
|
|
$7.2M
|
+$501K
|
+22,425
|
+7%
|
|
|
49
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.9M
|
+$361K
|
+16,163
|
+6%
|
|
|
50
|
Financial Engines Advisors
Santa Clara,
California
|
$6.82M
|
+$163K
|
+7,307
|
+2%
|
|
