|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$87.2M
|
-$9.79M
|
-427,900
|
-10%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$53.2M
|
+$287K
|
+12,556
|
+0.5%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$33.2M
|
-$14.2M
|
-619,049
|
-30%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$8.62M
|
+$457K
|
+19,955
|
+6%
|
|
|
5
|
Patron Partners
Houston,
Texas
|
$2.9M
|
-$90K
|
-3,932
|
-3%
|
|
|
6
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.49M
|
-$245K
|
-10,697
|
-9%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$2.32M
|
-$103K
|
-4,522
|
-4%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.76M
|
-$244K
|
-10,665
|
-12%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.49M
|
+$962K
|
+42,032
|
+187%
|
|
|
10
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.45M
|
+$68.9K
|
+3,011
|
+5%
|
|
|
11
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$909K
|
+$298
|
+13
|
+0%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$776K
|
+$24.3K
|
+1,060
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$626K
|
+$621K
|
+27,128
|
New
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
$605K
|
+$600K
|
+26,234
|
New
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$489K
|
-$272K
|
-11,865
|
-36%
|
|
|
16
|
Security Financial Services
Fort Wayne,
Indiana
|
$458K
|
+$455K
|
+19,866
|
New
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$447K
|
+$52K
|
+2,274
|
+13%
|
|
|
18
|
Plan A Wealth
Lincoln,
Nebraska
|
$404K
|
+$4.58K
|
+200
|
+1%
|
|
|
19
|
LGT Financial Advisors
Dallas,
Texas
|
$255K
|
+$253K
|
+11,060
|
New
|
|
|
20
|
Winnow Wealth
Waco,
Texas
|
$154K
|
+$147K
|
+6,427
|
New
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$43.5K
|
+$43.2K
|
+1,888
|
New
|
|
|
22
|
Clarity Asset Management
Ames,
Iowa
|
$5.71K
|
+$69
|
+3
|
+1%
|
|
|
23
|
|
–
|
-$735K
|
-32,276
|
Closed
|
|
|
24
|
|
–
|
-$364K
|
-15,979
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$202K
|
-8,871
|
Closed
|
|
