|
1
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$58.9M
|
-$33.8M
|
-889,883
|
-37%
|
|
|
2
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$5.78M
|
+$112K
|
+2,945
|
+2%
|
|
|
3
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$3.62M
|
–
|
–
|
–
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$3.21M
|
-$204K
|
-5,364
|
-6%
|
|
|
5
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$2.02M
|
-$6.76K
|
-178
|
-0.3%
|
|
|
6
|
Natural Investments
Windsor,
California
|
$1.21M
|
+$40.8K
|
+1,074
|
+4%
|
|
|
7
|
Merit Financial Group
Alpharetta,
Georgia
|
$635K
|
+$618K
|
+16,280
|
New
|
|
|
8
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$531K
|
+$13.8K
|
+363
|
+3%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$476K
|
+$569
|
+15
|
+0.1%
|
|
|
10
|
OneAscent Financial Services
Birmingham,
Alabama
|
$416K
|
+$405K
|
+10,664
|
New
|
|
|
11
|
Sound Stewardship
Overland Park,
Kansas
|
$331K
|
+$322K
|
+8,484
|
New
|
|
|
12
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$232K
|
-$127K
|
-3,347
|
-36%
|
|
|
13
|
LGT Financial Advisors
Dallas,
Texas
|
$108K
|
–
|
–
|
–
|
|
|
14
|
|
$5.14K
|
+$5.09K
|
+134
|
New
|
|
