|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$80.2M
|
-$5.62M
|
-248,088
|
-7%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$50.6M
|
-$1.78M
|
-78,781
|
-3%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$38.1M
|
-$84.2M
|
-3,719,206
|
-69%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$8.15M
|
+$876K
|
+38,701
|
+12%
|
|
|
5
|
Patron Partners
Houston,
Texas
|
$2.94M
|
+$351K
|
+15,498
|
+14%
|
|
|
6
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.78M
|
+$2.76M
|
+121,997
|
New
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$2.35M
|
+$462K
|
+20,426
|
+25%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.07M
|
+$6.22K
|
+275
|
+0.3%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.99M
|
+$1.46M
|
+64,591
|
+283%
|
|
|
10
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$1.3M
|
-$315K
|
-13,916
|
-20%
|
|
|
11
|
Flow Traders U.S.
New York
|
$916K
|
+$56K
|
+2,474
|
+7%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$816K
|
+$151K
|
+6,673
|
+23%
|
|
|
13
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$781K
|
+$776K
|
+34,304
|
New
|
|
|
14
|
Plan A Wealth
Lincoln,
Nebraska
|
$409K
|
+$23.2K
|
+1,023
|
+6%
|
|
|
15
|
|
$349K
|
+$68.6K
|
+3,032
|
+25%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$259K
|
+$21.5K
|
+948
|
+9%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$162K
|
+$53.5K
|
+2,362
|
+50%
|
|
|
18
|
Winnow Wealth
Waco,
Texas
|
$145K
|
-$5.55K
|
-245
|
-4%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.6K
|
+$16.4K
|
+726
|
New
|
|
|
20
|
Defined Financial Planning
San Rafael,
California
|
–
|
-$221K
|
-9,824
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$270
|
-12
|
Closed
|
|
