|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$128M
|
+$2.29M
|
+100,563
|
+2%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$58.9M
|
+$694K
|
+30,506
|
+1%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$15.3M
|
-$405K
|
-17,827
|
-3%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$9.9M
|
+$447K
|
+19,633
|
+5%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.39M
|
+$9.4M
|
+413,399
|
New
|
|
|
6
|
Patron Partners
Houston,
Texas
|
$4.39M
|
+$387K
|
+17,015
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22M
|
+$1.25M
|
+55,162
|
+64%
|
|
|
8
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.12M
|
+$1.21M
|
+53,226
|
+63%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$2.9M
|
+$305K
|
+13,390
|
+12%
|
|
|
10
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.9M
|
+$72.3K
|
+3,178
|
+3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.24M
|
+$364K
|
+15,995
|
+19%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.49M
|
+$1.26M
|
+55,255
|
+515%
|
|
|
13
|
|
$1.34M
|
+$1.23M
|
+54,108
|
+1,189%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.1M
|
-$322K
|
-14,176
|
-23%
|
|
|
15
|
|
$979K
|
+$607K
|
+26,705
|
+163%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
$915K
|
+$74.8K
|
+3,289
|
+9%
|
|
|
17
|
|
$857K
|
+$300K
|
+13,183
|
+54%
|
|
|
18
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$806K
|
+$807K
|
+35,500
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$764K
|
+$20.8K
|
+916
|
+3%
|
|
|
20
|
Security Financial Services
Fort Wayne,
Indiana
|
$748K
|
+$97.4K
|
+4,282
|
+15%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$623K
|
-$12.2K
|
-535
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$491K
|
+$74K
|
+3,254
|
+18%
|
|
|
23
|
Strategic Blueprint
Atlanta,
Georgia
|
$481K
|
+$15.5K
|
+682
|
+3%
|
|
|
24
|
Plan A Wealth
Lincoln,
Nebraska
|
$409K
|
-$25.5K
|
-1,119
|
-6%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$384K
|
+$304K
|
+13,362
|
+389%
|
|
