|
1
|
Atria Investments
Charlotte,
North Carolina
|
$18M
|
+$18.3M
|
+667,301
|
New
|
|
|
2
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$13.5M
|
+$778K
|
+28,392
|
+6%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$8.62M
|
+$8.77M
|
+320,326
|
New
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.16M
|
+$414K
|
+15,111
|
+5%
|
|
|
5
|
OneAscent Financial Services
Birmingham,
Alabama
|
$7M
|
+$7.12M
|
+259,990
|
New
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.83M
|
+$1.06M
|
+38,548
|
+58%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$2.58M
|
-$24.4K
|
-892
|
-0.9%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.61M
|
+$1.64M
|
+59,844
|
New
|
|
|
9
|
Paradiem
Covington,
Louisiana
|
$600K
|
–
|
–
|
–
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$554K
|
+$564K
|
+20,589
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$431K
|
+$439K
|
+16,009
|
New
|
|
|
12
|
Strategic Blueprint
Atlanta,
Georgia
|
$328K
|
+$333K
|
+12,167
|
New
|
|
|
13
|
J.W. Cole Advisors
Tampa,
Florida
|
$290K
|
+$34.8K
|
+1,270
|
+13%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$204K
|
+$208K
|
+7,610
|
New
|
|
|
15
|
Frontier Asset Management
Sheridan,
Wyoming
|
$150K
|
+$153K
|
+5,585
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$102K
|
+$6.41K
|
+234
|
+7%
|
|
|
17
|
Koshinski Asset Management
Decatur,
Illinois
|
$50.8K
|
-$822
|
-30
|
-2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$48K
|
+$48.9K
|
+1,784
|
+178,400%
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$13K
|
–
|
–
|
–
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$8K
|
+$8.55K
|
+312
|
New
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$6.43K
|
-$3.1K
|
-113
|
-32%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$6K
|
+$6.55K
|
+239
|
New
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$6K
|
+$6.85K
|
+250
|
New
|
|
|
25
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$5K
|
-$2.12M
|
-77,541
|
-100%
|
|
