|
1
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$11.7M
|
+$284K
|
+11,454
|
+2%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.71M
|
+$868K
|
+34,997
|
+12%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.49M
|
+$104K
|
+4,180
|
+4%
|
|
|
4
|
LVZ Inc
Holland,
Michigan
|
$2.13M
|
-$57.6K
|
-2,321
|
-2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$660K
|
+$206K
|
+8,316
|
+40%
|
|
|
6
|
Paradiem
Covington,
Louisiana
|
$417K
|
-$108K
|
-4,367
|
-19%
|
|
|
7
|
Frontier Asset Management
Sheridan,
Wyoming
|
$351K
|
+$244K
|
+9,835
|
+176%
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$323K
|
+$49.4K
|
+1,991
|
+16%
|
|
|
9
|
J.W. Cole Advisors
Tampa,
Florida
|
$277K
|
+$33.6K
|
+1,353
|
+13%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$214K
|
+$233K
|
+9,388
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$91K
|
+$5.51K
|
+222
|
+6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$33K
|
-$8.91K
|
-359
|
-20%
|
|
|
13
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$28K
|
+$30.6K
|
+1,235
|
New
|
|
|
14
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$25K
|
+$27.3K
|
+1,100
|
New
|
|
|
15
|
Rockefeller Capital Management
New York
|
$13K
|
+$8.21K
|
+331
|
+138%
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$7K
|
+$74
|
+3
|
+1%
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$6.39K
|
+$1.02K
|
+41
|
+17%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
20
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3K
|
-$546
|
-22
|
-12%
|
|
|
21
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$2K
|
–
|
–
|
–
|
|
|
22
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1K
|
-$3.72K
|
-150
|
-79%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$18M
|
-667,301
|
Closed
|
|
|
24
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$8.62M
|
-320,326
|
Closed
|
|
|
25
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$7M
|
-259,990
|
Closed
|
|
