|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4248万
|
-$138万
|
-29,503
|
-3%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$2120万
|
-$110万
|
-23,484
|
-5%
|
|
|
3
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1522万
|
+$1432万
|
+305,137
|
新規
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$518万
|
+$49.1万
|
+10,454
|
+11%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
$384万
|
-$15.3万
|
-3,267
|
-4%
|
|
|
6
|
|
$294万
|
+$225万
|
+47,900
|
+433%
|
|
|
7
|
Inspire Advisors
Meridian,
Idaho
|
$268万
|
+$58.1万
|
+12,379
|
+30%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$243万
|
+$40.2万
|
+8,576
|
+21%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$218万
|
-$15.3万
|
-3,255
|
-7%
|
|
|
10
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$209万
|
+$18.9万
|
+4,017
|
+11%
|
|
|
11
|
Patron Partners
Houston,
Texas
|
$193万
|
+$13.2万
|
+2,822
|
+8%
|
|
|
12
|
Frontier Asset Management
Sheridan,
Wyoming
|
$142万
|
-$6.12万
|
-1,303
|
-4%
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
$119万
|
-$4.98万
|
-1,061
|
-4%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$110万
|
+$7,228
|
+154
|
+0.7%
|
|
|
15
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$99万
|
-$32.6万
|
-6,953
|
-26%
|
|
|
16
|
Plan A Wealth
Lincoln,
Nebraska
|
$77.6万
|
+$1.38万
|
+294
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$64.8万
|
-$22.1万
|
-4,708
|
-27%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$58.4万
|
+$3.02万
|
+644
|
+6%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$54.2万
|
-$1.8万
|
-383
|
-3%
|
|
|
20
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$53.3万
|
+$50.1万
|
+10,676
|
新規
|
|
|
21
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$51.9万
|
+$14.2万
|
+3,024
|
+41%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$46.4万
|
+$43.6万
|
+9,299
|
新規
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$41.4万
|
+$3.48万
|
+741
|
+10%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$32.9万
|
+$1,079
|
+23
|
+0.4%
|
|
|
25
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$29.6万
|
+$11.2万
|
+2,377
|
+67%
|
|
