|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.28億
|
+$229万
|
+100,563
|
+2%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$5889万
|
+$69.4万
|
+30,506
|
+1%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$1528万
|
-$40.5万
|
-17,827
|
-3%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$989万
|
+$44.7万
|
+19,633
|
+5%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
$939万
|
+$940万
|
+413,399
|
新規
|
|
|
6
|
Patron Partners
Houston,
Texas
|
$439万
|
+$38.7万
|
+17,015
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$322万
|
+$125万
|
+55,162
|
+64%
|
|
|
8
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$312万
|
+$121万
|
+53,226
|
+63%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$290万
|
+$30.5万
|
+13,390
|
+12%
|
|
|
10
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$290万
|
+$7.23万
|
+3,178
|
+3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$224万
|
+$36.4万
|
+15,995
|
+19%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$149万
|
+$126万
|
+55,255
|
+515%
|
|
|
13
|
|
$134万
|
+$123万
|
+54,108
|
+1,189%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$110万
|
-$32.2万
|
-14,176
|
-23%
|
|
|
15
|
|
$97.9万
|
+$60.7万
|
+26,705
|
+163%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$91.5万
|
+$7.48万
|
+3,289
|
+9%
|
|
|
17
|
|
$85.7万
|
+$30万
|
+13,183
|
+54%
|
|
|
18
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$80.6万
|
+$80.7万
|
+35,500
|
新規
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$76.4万
|
+$2.08万
|
+916
|
+3%
|
|
|
20
|
Security Financial Services
Fort Wayne,
Indiana
|
$74.8万
|
+$9.7万
|
+4,282
|
+15%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$62.3万
|
-$1.22万
|
-535
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$49.1万
|
+$7.4万
|
+3,254
|
+18%
|
|
|
23
|
Strategic Blueprint
Atlanta,
Georgia
|
$48.1万
|
+$1.55万
|
+682
|
+3%
|
|
|
24
|
Plan A Wealth
Lincoln,
Nebraska
|
$40.9万
|
-$2.55万
|
-1,119
|
-6%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$38.4万
|
+$30.4万
|
+13,362
|
+389%
|
|
