|
1
|
Atria Investments
Charlotte,
North Carolina
|
$121M
|
+$643K
|
+28,091
|
+0.5%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$84.8M
|
+$86.1M
|
+3,763,651
|
New
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$51.7M
|
-$1.07M
|
-46,710
|
-2%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$7.18M
|
+$7.31M
|
+319,167
|
New
|
|
|
5
|
Patron Partners
Houston,
Texas
|
$2.55M
|
+$497K
|
+21,723
|
+24%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.04M
|
-$100K
|
-4,379
|
-5%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$1.86M
|
+$82.1K
|
+3,586
|
+5%
|
|
|
8
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$1.6M
|
+$1.63M
|
+71,205
|
New
|
|
|
9
|
Flow Traders U.S.
New York
|
$849K
|
+$515K
|
+22,484
|
+147%
|
|
|
10
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$655K
|
+$667K
|
+29,147
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$513K
|
-$6.46K
|
-282
|
-1%
|
|
|
12
|
Plan A Wealth
Lincoln,
Nebraska
|
$381K
|
+$388K
|
+16,932
|
New
|
|
|
13
|
|
$276K
|
-$535K
|
-23,357
|
-66%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$235K
|
+$239K
|
+10,441
|
New
|
|
|
15
|
Defined Financial Planning
San Rafael,
California
|
$221K
|
+$225K
|
+9,824
|
New
|
|
|
16
|
Winnow Wealth
Waco,
Texas
|
$148K
|
+$151K
|
+6,598
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$107K
|
+$79.8K
|
+3,486
|
+276%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$270
|
+$275
|
+12
|
New
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$2.17M
|
-92,631
|
Closed
|
|
