|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.18億
|
+$169万
|
+43,385
|
+2%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$4392万
|
-$381万
|
-97,741
|
-8%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$1249万
|
+$5.96万
|
+1,528
|
+0.5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$618万
|
+$159万
|
+40,706
|
+37%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$610万
|
+$312万
|
+79,969
|
+111%
|
|
|
6
|
Patron Partners
Houston,
Texas
|
$604万
|
+$70.3万
|
+18,044
|
+14%
|
|
|
7
|
TrueWealth Advisors
Birmingham,
Alabama
|
$543万
|
+$60.8万
|
+15,600
|
+13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$354万
|
+$43.3万
|
+11,109
|
+15%
|
|
|
9
|
OneAscent Family Office
Birmingham,
Alabama
|
$351万
|
-$125万
|
-32,183
|
-27%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$349万
|
+$4.53万
|
+1,161
|
+1%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$312万
|
-$29.3万
|
-7,503
|
-9%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$270万
|
-$2.9万
|
-745
|
-1%
|
|
|
13
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$104万
|
+$2.44万
|
+627
|
+3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$60.2万
|
+$57.2万
|
+14,661
|
新規
|
|
|
15
|
Security Financial Services
Fort Wayne,
Indiana
|
$56.9万
|
+$4.05万
|
+1,038
|
+8%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$54.2万
|
-$8,109
|
-208
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$51.1万
|
-$2.02万
|
-517
|
-4%
|
|
|
18
|
AQR Capital Management
Greenwich,
Connecticut
|
$43.4万
|
+$41.3万
|
+10,582
|
新規
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.6万
|
+$31.9万
|
+8,185
|
新規
|
|
|
20
|
Plan A Wealth
Lincoln,
Nebraska
|
$33.6万
|
-$312
|
-8
|
-0.1%
|
|
|
21
|
Equitable Holdings
New York
|
$32.7万
|
-$1.04万
|
-266
|
-3%
|
|
|
22
|
Flow Traders U.S.
New York
|
$32.2万
|
+$30.6万
|
+7,837
|
新規
|
|
|
23
|
Rockefeller Capital Management
New York
|
$29.4万
|
–
|
–
|
–
|
|
|
24
|
|
$23.2万
|
-$12.2万
|
-3,121
|
-36%
|
|
|
25
|
Values First Advisors
Gray,
Tennessee
|
$18.5万
|
-$10.6万
|
-2,709
|
-38%
|
|
