|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$24.6M
|
+$4.04M
|
+133,768
|
+21%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$11.1M
|
+$2.87M
|
+94,967
|
+38%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$8.04M
|
+$638K
|
+21,125
|
+9%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$2.63M
|
-$466K
|
-15,434
|
-16%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
$2.12M
|
+$333K
|
+11,008
|
+20%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
+$41.2K
|
+1,364
|
+4%
|
|
|
7
|
Patron Partners
Houston,
Texas
|
$999K
|
+$34.7K
|
+1,149
|
+4%
|
|
|
8
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$901K
|
+$51.8K
|
+1,715
|
+7%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$881K
|
-$139K
|
-4,608
|
-14%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$689K
|
+$102K
|
+3,379
|
+19%
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$683K
|
+$61.8K
|
+2,046
|
+11%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$668K
|
+$58.9K
|
+1,951
|
+10%
|
|
|
13
|
Plan A Wealth
Lincoln,
Nebraska
|
$513K
|
+$17.1K
|
+566
|
+4%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$488K
|
-$329K
|
-10,896
|
-42%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$474K
|
-$59.4K
|
-1,966
|
-12%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$426K
|
-$341K
|
-11,277
|
-46%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$262K
|
+$57.8K
|
+1,915
|
+31%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$199K
|
-$5.47K
|
-181
|
-3%
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$99.5K
|
-$41.7K
|
-1,380
|
-31%
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$39.3K
|
+$6.19K
|
+205
|
+20%
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$26.6K
|
+$3.78K
|
+125
|
+18%
|
|
|
22
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$16.1K
|
+$15K
|
+498
|
New
|
|
|
23
|
Comerica Bank
Dallas,
Texas
|
$11.4K
|
+$574
|
+19
|
+6%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$3.2K
|
+$2.99K
|
+99
|
New
|
|
|
25
|
Clarity Asset Management
Ames,
Iowa
|
$1.1K
|
+$1.03K
|
+34
|
New
|
|
