|
1
|
Atria Investments
Charlotte,
North Carolina
|
$19.8M
|
+$21.3M
|
+668,860
|
New
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$9.68M
|
+$10.4M
|
+326,754
|
New
|
|
|
3
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.51M
|
+$1.05M
|
+32,962
|
+13%
|
|
|
4
|
OneAscent Financial Services
Birmingham,
Alabama
|
$8.15M
|
+$8.77M
|
+275,319
|
New
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.02M
|
-$303K
|
-9,525
|
-3%
|
|
|
6
|
Frontier Asset Management
Sheridan,
Wyoming
|
$5.67M
|
+$368K
|
+11,548
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$3.04M
|
+$2.1M
|
+65,965
|
+180%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.98M
|
+$951K
|
+29,848
|
+42%
|
|
|
9
|
LVZ Inc
Holland,
Michigan
|
$2.6M
|
+$127
|
+4
|
+0%
|
|
|
10
|
|
$2.24M
|
+$726K
|
+22,789
|
+43%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.23M
|
+$2.4M
|
+75,453
|
New
|
|
|
12
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.04M
|
+$249K
|
+7,811
|
+13%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.96M
|
+$9.78K
|
+307
|
+0.5%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$1.76M
|
+$263K
|
+8,253
|
+16%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$1.44M
|
-$2.33M
|
-73,284
|
-60%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
+$500K
|
+15,688
|
+50%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.36M
|
+$165K
|
+5,192
|
+13%
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.15M
|
+$193K
|
+6,047
|
+18%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$880K
|
+$55.7K
|
+1,748
|
+6%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$745K
|
+$321K
|
+10,082
|
+67%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$609K
|
+$655K
|
+20,567
|
New
|
|
|
22
|
Win Advisors
Palm Beach Gardens,
Florida
|
$602K
|
-$218K
|
-6,858
|
-26%
|
|
|
23
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$441K
|
-$34.1K
|
-1,069
|
-7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$438K
|
+$108K
|
+3,382
|
+30%
|
|
|
25
|
Sigma Investment Counselors
Northville,
Michigan
|
$429K
|
+$123K
|
+3,850
|
+36%
|
|
