|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
128 Mio. $
|
+2,29 Mio. $
|
+100.563
|
+2 %
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
58,9 Mio. $
|
+693.850 $
|
+30.506
|
+1 %
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
15,3 Mio. $
|
-405.470 $
|
-17.827
|
-3 %
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
9,9 Mio. $
|
+446.547 $
|
+19.633
|
+5 %
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
9,39 Mio. $
|
+9,4 Mio. $
|
+413.399
|
Neu
|
|
|
6
|
Patron Partners
Houston,
Texas
|
4,39 Mio. $
|
+387.001 $
|
+17.015
|
+10 %
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
3,22 Mio. $
|
+1,25 Mio. $
|
+55.162
|
+64 %
|
|
|
8
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
3,12 Mio. $
|
+1,21 Mio. $
|
+53.226
|
+63 %
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
2,9 Mio. $
|
+304.552 $
|
+13.390
|
+12 %
|
|
|
10
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
2,9 Mio. $
|
+72.283 $
|
+3.178
|
+3 %
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
2,24 Mio. $
|
+363.801 $
|
+15.995
|
+19 %
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
1,49 Mio. $
|
+1,26 Mio. $
|
+55.255
|
+515 %
|
|
|
13
|
|
1,34 Mio. $
|
+1,23 Mio. $
|
+54.108
|
+1.189 %
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
1,1 Mio. $
|
-322.429 $
|
-14.176
|
-23 %
|
|
|
15
|
|
979.198 $
|
+607.397 $
|
+26.705
|
+163 %
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
915.176 $
|
+74.807 $
|
+3.289
|
+9 %
|
|
|
17
|
|
857.378 $
|
+299.843 $
|
+13.183
|
+54 %
|
|
|
18
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
806.382 $
|
+807.437 $
|
+35.500
|
Neu
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
764.133 $
|
+20.834 $
|
+916
|
+3 %
|
|
|
20
|
Security Financial Services
Fort Wayne,
Indiana
|
748.482 $
|
+97.393 $
|
+4.282
|
+15 %
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
622.686 $
|
-12.168 $
|
-535
|
-2 %
|
|
|
22
|
LPL Financial
San Diego,
California
|
491.484 $
|
+74.011 $
|
+3.254
|
+18 %
|
|
|
23
|
Strategic Blueprint
Atlanta,
Georgia
|
481.490 $
|
+15.512 $
|
+682
|
+3 %
|
|
|
24
|
Plan A Wealth
Lincoln,
Nebraska
|
409.211 $
|
-25.451 $
|
-1.119
|
-6 %
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
383.643 $
|
+303.915 $
|
+13.362
|
+389 %
|
|
