|
1
|
Atria Investments
Charlotte,
North Carolina
|
$13.2M
|
-$9.24M
|
-274,053
|
-43%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$1.28M
|
+37,930
|
+12%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.5M
|
+$84.3K
|
+2,499
|
+0.9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$1.59M
|
+47,052
|
+21%
|
|
|
5
|
OneAscent Financial Services
Birmingham,
Alabama
|
$8.61M
|
-$4.13M
|
-122,405
|
-34%
|
|
|
6
|
Frontier Asset Management
Sheridan,
Wyoming
|
$8.44M
|
-$358K
|
-10,614
|
-4%
|
|
|
7
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.24M
|
+$354K
|
+10,497
|
+5%
|
|
|
8
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$5.42M
|
-$3.2M
|
-94,893
|
-39%
|
|
|
9
|
Strategic Equity Management
Tucson,
Arizona
|
$4.4M
|
+$1.28M
|
+37,995
|
+45%
|
|
|
10
|
O'Connor Financial Group
Quincy,
Illinois
|
$4.11M
|
+$51.1K
|
+1,516
|
+1%
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.53M
|
+$797K
|
+23,632
|
+30%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.39M
|
+$8.26K
|
+245
|
+0.3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.1M
|
-$228K
|
-6,763
|
-7%
|
|
|
14
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.06M
|
+$15.8K
|
+468
|
+0.6%
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.43M
|
-$4.86K
|
-144
|
-0.2%
|
|
|
16
|
LVZ Inc
Holland,
Michigan
|
$2.38M
|
+$63.1K
|
+1,873
|
+3%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$2.37M
|
-$51.7K
|
-1,534
|
-2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.06M
|
+$1.54M
|
+45,641
|
+402%
|
|
|
19
|
Moneywise Inc
Forest,
Virginia
|
$1.92M
|
+$1.08M
|
+32,094
|
+152%
|
|
|
20
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.87M
|
+$35.4K
|
+1,051
|
+2%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.76M
|
+$75.6K
|
+2,242
|
+5%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.76M
|
+$153K
|
+4,542
|
+10%
|
|
|
23
|
|
$1.45M
|
+$31.2K
|
+926
|
+2%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.29M
|
+$58.4K
|
+1,732
|
+5%
|
|
|
25
|
Win Advisors
Palm Beach Gardens,
Florida
|
$1.13M
|
+$25.3K
|
+749
|
+2%
|
|
