|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$42.5M
|
-$1.38M
|
-29,503
|
-3%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$21.2M
|
-$1.1M
|
-23,484
|
-5%
|
|
|
3
|
Proficio Capital Partners
Newton,
Massachusetts
|
$15.2M
|
+$14.3M
|
+305,137
|
New
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$5.18M
|
+$491K
|
+10,454
|
+11%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
$3.84M
|
-$153K
|
-3,267
|
-4%
|
|
|
6
|
|
$2.94M
|
+$2.25M
|
+47,900
|
+433%
|
|
|
7
|
Inspire Advisors
Meridian,
Idaho
|
$2.68M
|
+$581K
|
+12,379
|
+30%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.43M
|
+$402K
|
+8,576
|
+21%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$2.18M
|
-$153K
|
-3,255
|
-7%
|
|
|
10
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.09M
|
+$189K
|
+4,017
|
+11%
|
|
|
11
|
Patron Partners
Houston,
Texas
|
$1.93M
|
+$132K
|
+2,822
|
+8%
|
|
|
12
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.42M
|
-$61.2K
|
-1,303
|
-4%
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
$1.19M
|
-$49.8K
|
-1,061
|
-4%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
$1.1M
|
+$7.23K
|
+154
|
+0.7%
|
|
|
15
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$990K
|
-$326K
|
-6,953
|
-26%
|
|
|
16
|
Plan A Wealth
Lincoln,
Nebraska
|
$776K
|
+$13.8K
|
+294
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$648K
|
-$221K
|
-4,708
|
-27%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$584K
|
+$30.2K
|
+644
|
+6%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$542K
|
-$18K
|
-383
|
-3%
|
|
|
20
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$533K
|
+$501K
|
+10,676
|
New
|
|
|
21
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$519K
|
+$142K
|
+3,024
|
+41%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$464K
|
+$436K
|
+9,299
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$414K
|
+$34.8K
|
+741
|
+10%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$329K
|
+$1.08K
|
+23
|
+0.4%
|
|
|
25
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$296K
|
+$112K
|
+2,377
|
+67%
|
|
