|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$25.3M
|
-$862K
|
-26,002
|
-3%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$13.7M
|
+$1.88M
|
+56,798
|
+17%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$7.68M
|
-$843K
|
-25,426
|
-10%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$2.21M
|
-$48.4K
|
-1,461
|
-2%
|
|
|
5
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.39M
|
-$1.36M
|
-40,957
|
-50%
|
|
|
6
|
Patron Partners
Houston,
Texas
|
$1.1M
|
+$39.9K
|
+1,205
|
+4%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$990K
|
+$51.3K
|
+1,549
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$935K
|
-$192K
|
-5,791
|
-18%
|
|
|
9
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$905K
|
-$51.5K
|
-1,554
|
-6%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$740K
|
+$13.1K
|
+395
|
+2%
|
|
|
11
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$727K
|
+$15.2K
|
+458
|
+2%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$708K
|
-$23.5K
|
-710
|
-3%
|
|
|
13
|
Plan A Wealth
Lincoln,
Nebraska
|
$612K
|
+$64.5K
|
+1,945
|
+12%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$397K
|
-$103K
|
-3,109
|
-21%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$395K
|
-$119K
|
-3,605
|
-24%
|
|
|
16
|
Creative Financial Designs
Kokomo,
Indiana
|
$318K
|
+$103K
|
+3,112
|
+51%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$261K
|
+$251K
|
+7,577
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$206K
|
+$198K
|
+5,976
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$197K
|
-$78.3K
|
-2,364
|
-29%
|
|
|
20
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$57.9K
|
+$28.5K
|
+861
|
+105%
|
|
|
21
|
Principal Securities
Des Moines,
Iowa
|
$55.1K
|
-$48.8K
|
-1,473
|
-48%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$42.1K
|
+$298
|
+9
|
+0.7%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$17.1K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$13.9K
|
+$13.4K
|
+403
|
New
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$13.1K
|
+$961
|
+29
|
+8%
|
|
