|
1
|
Atria Investments
Charlotte,
North Carolina
|
$21.2M
|
+$1.35M
|
+43,196
|
+7%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$11.9M
|
+$2.37M
|
+75,829
|
+27%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.4M
|
+$278K
|
+8,887
|
+3%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.5M
|
+$156K
|
+4,982
|
+2%
|
|
|
5
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$8.1M
|
-$50.4K
|
-1,612
|
-0.7%
|
|
|
6
|
Frontier Asset Management
Sheridan,
Wyoming
|
$8.08M
|
+$451K
|
+14,402
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$7.6M
|
+$665K
|
+21,262
|
+10%
|
|
|
8
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.2M
|
-$481K
|
-15,371
|
-7%
|
|
|
9
|
O'Connor Financial Group
Quincy,
Illinois
|
$3.71M
|
-$31
|
-1
|
-0%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.1M
|
+$309K
|
+9,871
|
+12%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.07M
|
-$211K
|
-6,748
|
-7%
|
|
|
12
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.79M
|
+$21.2K
|
+676
|
+0.8%
|
|
|
13
|
Strategic Equity Management
Tucson,
Arizona
|
$2.77M
|
+$446K
|
+14,262
|
+21%
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.58M
|
+$511K
|
+16,332
|
+27%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$2.27M
|
+$7.92K
|
+253
|
+0.4%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.23M
|
-$75.3K
|
-2,405
|
-3%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$2.22M
|
+$76.4K
|
+2,441
|
+4%
|
|
|
18
|
LVZ Inc
Holland,
Michigan
|
$2.12M
|
+$30.1K
|
+962
|
+2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.79M
|
-$158K
|
-5,045
|
-9%
|
|
|
20
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.68M
|
+$76K
|
+2,430
|
+5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.54M
|
+$64.6K
|
+2,066
|
+5%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.46M
|
-$158K
|
-5,048
|
-10%
|
|
|
23
|
|
$1.3M
|
+$36.9K
|
+1,180
|
+3%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.13M
|
+$224K
|
+7,164
|
+27%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
+$980K
|
+31,324
|
New
|
|
