|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$96M
|
+$15.6M
|
+692,251
|
+20%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$52.3M
|
+$1.62M
|
+71,950
|
+3%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$46.9M
|
+$8.75M
|
+387,547
|
+23%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$8.06M
|
-$88.9K
|
-3,939
|
-1%
|
|
|
5
|
Patron Partners
Houston,
Texas
|
$2.95M
|
+$12K
|
+530
|
+0.4%
|
|
|
6
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.71M
|
-$72.4K
|
-3,210
|
-3%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$2.39M
|
+$44.7K
|
+1,981
|
+2%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.98M
|
-$92.5K
|
-4,097
|
-5%
|
|
|
9
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.36M
|
+$539K
|
+23,888
|
+67%
|
|
|
10
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$898K
|
-$404K
|
-17,899
|
-31%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$753K
|
-$27.9K
|
-1,236
|
-4%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$742K
|
+$575K
|
+25,463
|
+358%
|
|
|
13
|
|
$735K
|
+$383K
|
+16,962
|
+111%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$513K
|
-$1.46M
|
-64,890
|
-74%
|
|
|
15
|
Plan A Wealth
Lincoln,
Nebraska
|
$395K
|
-$13.9K
|
-616
|
-3%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$390K
|
+$386K
|
+17,101
|
New
|
|
|
17
|
|
$364K
|
+$361K
|
+15,979
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$202K
|
-$56.8K
|
-2,518
|
-22%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$17.9K
|
+$17.7K
|
+785
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.61K
|
+$6.54K
|
+290
|
New
|
|
|
21
|
Clarity Asset Management
Ames,
Iowa
|
$5.58K
|
+$5.53K
|
+245
|
New
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$916K
|
-40,218
|
Closed
|
|
|
23
|
Winnow Wealth
Waco,
Texas
|
–
|
-$145K
|
-6,353
|
Closed
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$16.6K
|
-726
|
Closed
|
|
