|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$31.5M
|
+$4.42M
|
+126,324
|
+17%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$16M
|
+$1.29M
|
+36,813
|
+9%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$3.64M
|
-$4.33M
|
-123,713
|
-55%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$2.83M
|
+$464K
|
+13,270
|
+21%
|
|
|
5
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.42M
|
+$618K
|
+17,682
|
+84%
|
|
|
6
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.41M
|
-$60.7K
|
-1,736
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.19M
|
+$182K
|
+5,199
|
+19%
|
|
|
8
|
Patron Partners
Houston,
Texas
|
$1.16M
|
-$17.6K
|
-504
|
-2%
|
|
|
9
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$966K
|
+$3.01K
|
+86
|
+0.3%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$858K
|
+$67.7K
|
+1,937
|
+9%
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$790K
|
-$252K
|
-7,204
|
-25%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$745K
|
-$8.11K
|
-232
|
-1%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$683K
|
+$387K
|
+11,077
|
+146%
|
|
|
14
|
Plan A Wealth
Lincoln,
Nebraska
|
$627K
|
-$23.2K
|
-663
|
-4%
|
|
|
15
|
|
$588K
|
+$561K
|
+16,048
|
New
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$520K
|
+$93.2K
|
+2,664
|
+23%
|
|
|
17
|
Inspire Advisors
Meridian,
Idaho
|
$482K
|
+$461K
|
+13,171
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$416K
|
-$4.27K
|
-122
|
-1%
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$386K
|
+$45.2K
|
+1,292
|
+14%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$215K
|
+$205K
|
+5,858
|
New
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$80.9K
|
+$18.4K
|
+525
|
+31%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$59.2K
|
+$56.6K
|
+1,617
|
New
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$45.1K
|
+$315
|
+9
|
+0.7%
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$18.2K
|
–
|
–
|
–
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$12.5K
|
-$1.4K
|
-40
|
-11%
|
|
