|
1
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.46M
|
+$1.88M
|
+93,568
|
+53%
|
|
|
2
|
Kure Advisory
Plymouth,
Minnesota
|
$4.48M
|
+$4.48M
|
+222,628
|
New
|
|
|
3
|
Owen LaRue
Elizabethtown,
Kentucky
|
$4.19M
|
+$222K
|
+11,023
|
+6%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$3.6M
|
+$354K
|
+17,573
|
+11%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$3.27M
|
-$34.4K
|
-1,708
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.85M
|
+$306K
|
+15,171
|
+12%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.41M
|
+$372K
|
+18,466
|
+18%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.9M
|
+$354K
|
+17,571
|
+23%
|
|
|
9
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.62M
|
-$150K
|
-7,468
|
-8%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$1.62M
|
-$98.8K
|
-4,905
|
-6%
|
|
|
11
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.36M
|
-$78.1K
|
-3,879
|
-5%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.25M
|
-$102K
|
-5,087
|
-8%
|
|
|
13
|
Midwest Financial Group
Overland Park,
Kansas
|
$1.25M
|
+$33.5K
|
+1,662
|
+3%
|
|
|
14
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.2M
|
-$2.64M
|
-131,291
|
-69%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.19M
|
-$32.3K
|
-1,604
|
-3%
|
|
|
16
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$1.11M
|
+$223K
|
+11,078
|
+25%
|
|
|
17
|
SMART Wealth
Omaha,
Nebraska
|
$1.08M
|
+$59.8K
|
+2,969
|
+6%
|
|
|
18
|
BCGM Wealth Management
Lafayette,
Indiana
|
$1.06M
|
+$1.06M
|
+52,611
|
New
|
|
|
19
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.03M
|
-$17.1K
|
-847
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1M
|
+$12.2K
|
+607
|
+1%
|
|
|
21
|
Atlas Wealth
Cincinnati,
Ohio
|
$897K
|
-$548K
|
-27,200
|
-38%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$783K
|
+$422K
|
+20,941
|
+117%
|
|
|
23
|
FAS Wealth Partners
Leawood,
Kansas
|
$772K
|
-$30.6K
|
-1,519
|
-4%
|
|
|
24
|
Virtue Capital Management
Brentwood,
Tennessee
|
$741K
|
–
|
–
|
–
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$720K
|
-$678K
|
-33,685
|
-49%
|
|
