|
1
|
Atria Investments
Charlotte,
North Carolina
|
$18.3M
|
+$16.6M
|
+521,786
|
+693%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.37M
|
+$1.53M
|
+48,191
|
+19%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$8.71M
|
+$9.06M
|
+284,618
|
New
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.66M
|
+$285K
|
+8,968
|
+3%
|
|
|
5
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$7.54M
|
+$7.84M
|
+246,281
|
New
|
|
|
6
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.13M
|
+$590K
|
+18,526
|
+9%
|
|
|
7
|
Frontier Asset Management
Sheridan,
Wyoming
|
$7.03M
|
+$12.1K
|
+381
|
+0.2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$6.38M
|
+$301K
|
+9,457
|
+5%
|
|
|
9
|
O'Connor Financial Group
Quincy,
Illinois
|
$3.43M
|
+$82.1K
|
+2,579
|
+2%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.04M
|
+$267K
|
+8,374
|
+9%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.56M
|
+$446K
|
+14,015
|
+20%
|
|
|
12
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.55M
|
+$125K
|
+3,927
|
+5%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.14M
|
+$97K
|
+3,046
|
+5%
|
|
|
14
|
Strategic Equity Management
Tucson,
Arizona
|
$2.12M
|
+$403K
|
+12,663
|
+22%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$2.09M
|
+$23K
|
+722
|
+1%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.98M
|
+$961K
|
+30,205
|
+88%
|
|
|
17
|
LVZ Inc
Holland,
Michigan
|
$1.93M
|
-$6.68K
|
-210
|
-0.3%
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.88M
|
+$1.3M
|
+40,901
|
+199%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.81M
|
+$915K
|
+28,761
|
+95%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
-$65.3K
|
-2,051
|
-4%
|
|
|
21
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.48M
|
+$14K
|
+439
|
+0.9%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.36M
|
+$169K
|
+5,297
|
+14%
|
|
|
23
|
|
$1.16M
|
+$75.2K
|
+2,363
|
+7%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.14M
|
+$227K
|
+7,122
|
+24%
|
|
|
25
|
Win Advisors
Palm Beach Gardens,
Florida
|
$838K
|
+$567K
|
+17,801
|
+186%
|
|
