|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$126M
|
+$14.6M
|
+633,423
|
+13%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$58.2M
|
+$3.11M
|
+135,040
|
+6%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$15.7M
|
+$1.4M
|
+60,987
|
+10%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$9.44M
|
-$504K
|
-21,904
|
-5%
|
|
|
5
|
Patron Partners
Houston,
Texas
|
$4.01M
|
+$748K
|
+32,492
|
+23%
|
|
|
6
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.83M
|
+$383K
|
+16,639
|
+15%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$2.6M
|
+$293K
|
+12,713
|
+13%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.97M
|
+$949K
|
+41,207
|
+90%
|
|
|
9
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.91M
|
+$434K
|
+18,832
|
+29%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.87M
|
-$1.84K
|
-80
|
-0.1%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.42M
|
+$91.4K
|
+3,971
|
+7%
|
|
|
12
|
Merit Financial Group
Alpharetta,
Georgia
|
$841K
|
+$95.4K
|
+4,146
|
+13%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$743K
|
-$32.7K
|
-1,419
|
-4%
|
|
|
14
|
Security Financial Services
Fort Wayne,
Indiana
|
$651K
|
+$85K
|
+3,693
|
+15%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$635K
|
+$643K
|
+27,948
|
New
|
|
|
16
|
|
$558K
|
+$293K
|
+12,708
|
+107%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$466K
|
+$21.1K
|
+918
|
+5%
|
|
|
18
|
Plan A Wealth
Lincoln,
Nebraska
|
$435K
|
+$28.2K
|
+1,227
|
+7%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$418K
|
+$78.7K
|
+3,420
|
+23%
|
|
|
20
|
|
$373K
|
+$378K
|
+16,403
|
New
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$245K
|
+$247K
|
+10,733
|
New
|
|
|
22
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$238K
|
+$150K
|
+6,536
|
+167%
|
|
|
23
|
|
$103K
|
-$68.7K
|
-2,985
|
-40%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$77.8K
|
+$58.6K
|
+2,547
|
+287%
|
|
|
25
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$60.9K
|
–
|
–
|
–
|
|
