|
1
|
|
$21.8M
|
+$21.9M
|
+1,248,751
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$18.3M
|
+$1.14M
|
+64,670
|
+7%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$7.27M
|
+$4.19M
|
+238,747
|
+135%
|
|
|
4
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$5.02M
|
+$83K
|
+4,723
|
+2%
|
|
|
5
|
Natural Investments
Windsor,
California
|
$2.88M
|
+$2.9M
|
+165,205
|
New
|
|
|
6
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.59M
|
+$344K
|
+19,570
|
+27%
|
|
|
7
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.26M
|
–
|
–
|
–
|
|
|
8
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.03M
|
+$10.8K
|
+617
|
+1%
|
|
|
9
|
True Blue Financial
Stevensville,
Michigan
|
$829K
|
+$834K
|
+47,472
|
New
|
|
|
10
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$826K
|
+$831K
|
+47,286
|
New
|
|
|
11
|
Skyline Advisors
Bellingham,
Washington
|
$678K
|
+$70.3K
|
+4,000
|
+11%
|
|
|
12
|
|
$447K
|
+$450K
|
+25,596
|
New
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
$389K
|
+$81.9K
|
+4,665
|
+26%
|
|
|
14
|
PFG Investments
Woodbury,
New York
|
$378K
|
+$33.4K
|
+1,899
|
+10%
|
|
|
15
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$377K
|
+$30.1K
|
+1,712
|
+9%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$302K
|
-$2.47M
|
-140,661
|
-89%
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$302K
|
+$61.5K
|
+3,499
|
+25%
|
|
|
18
|
Verus Capital Partners
Scottsdale,
Arizona
|
$297K
|
+$703
|
+40
|
+0.2%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$282K
|
-$90K
|
-5,122
|
-24%
|
|
|
20
|
|
$228K
|
+$229K
|
+13,056
|
New
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
22
|
Compton Financial Group
Towson,
Maryland
|
$191K
|
+$192K
|
+10,921
|
New
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$100K
|
+$101K
|
+5,747
|
New
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$67.8K
|
+$755
|
+43
|
+1%
|
|
|
25
|
New England Asset Management
Farmington,
Connecticut
|
$5.24K
|
–
|
–
|
–
|
|
