|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
83,8 Mio. $
|
+4,31 Mio. $
|
+121.366
|
+6 %
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
43,7 Mio. $
|
-716.002 $
|
-20.168
|
-2 %
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
43,5 Mio. $
|
+6,56 Mio. $
|
+184.832
|
+19 %
|
|
|
4
|
Plan A Wealth
Lincoln,
Nebraska
|
18,5 Mio. $
|
+9,6 Mio. $
|
+269.545
|
+125 %
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
9,9 Mio. $
|
+1,79 Mio. $
|
+50.476
|
+24 %
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
8,17 Mio. $
|
+214.289 $
|
+6.036
|
+3 %
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
3,85 Mio. $
|
+227.887 $
|
+6.419
|
+7 %
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
3,15 Mio. $
|
+2,93 Mio. $
|
+82.566
|
Neu
|
|
|
9
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
2,86 Mio. $
|
+43.312 $
|
+1.220
|
+2 %
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
2,71 Mio. $
|
-213.047 $
|
-6.001
|
-8 %
|
|
|
11
|
Inspire Advisors
Meridian,
Idaho
|
2,45 Mio. $
|
+2,28 Mio. $
|
+64.179
|
Neu
|
|
|
12
|
RFG Advisory
Birmingham,
Alabama
|
2,05 Mio. $
|
+241.697 $
|
+6.808
|
+14 %
|
|
|
13
|
Patron Partners
Houston,
Texas
|
1,94 Mio. $
|
+73.347 $
|
+2.066
|
+4 %
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
1,45 Mio. $
|
+471.252 $
|
+13.274
|
+54 %
|
|
|
15
|
LPL Financial
San Diego,
California
|
1,45 Mio. $
|
+389.491 $
|
+10.971
|
+41 %
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
1,29 Mio. $
|
+1,16 Mio. $
|
+32.719
|
+3.492 %
|
|
|
17
|
|
1,26 Mio. $
|
+826.342 $
|
+23.276
|
+241 %
|
|
|
18
|
|
1,21 Mio. $
|
-1,47 Mio. $
|
-41.491
|
-57 %
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
1,04 Mio. $
|
+184.432 $
|
+5.195
|
+24 %
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
850.333 $
|
-76.365 $
|
-2.151
|
-9 %
|
|
|
21
|
TrueWealth Advisors
Birmingham,
Alabama
|
685.931 $
|
+4.438 $
|
+125
|
+0,7 %
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
459.922 $
|
-79.524 $
|
-2.240
|
-16 %
|
|
|
23
|
Firestone Capital Management
Coral Gables,
Florida
|
395.714 $
|
+21.301 $
|
+600
|
+6 %
|
|
|
24
|
Frontier Asset Management
Sheridan,
Wyoming
|
341.326 $
|
+317.280 $
|
+8.937
|
Neu
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
338.794 $
|
-8.130 $
|
-229
|
-3 %
|
|
