|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$127M
|
+$5.18M
|
+111,540
|
+4%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$49.1M
|
+$3.35M
|
+72,224
|
+8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$32.9M
|
+$2.55M
|
+54,914
|
+9%
|
|
|
4
|
Plan A Wealth
Lincoln,
Nebraska
|
$31.3M
|
+$979K
|
+21,075
|
+3%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$14.4M
|
-$13.7M
|
-295,472
|
-50%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.9M
|
+$2.34M
|
+50,473
|
+23%
|
|
|
7
|
OneAscent Family Office
Birmingham,
Alabama
|
$12.1M
|
+$66.8K
|
+1,439
|
+0.6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.11M
|
+$1.36M
|
+29,254
|
+24%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$5.21M
|
+$455K
|
+9,795
|
+10%
|
|
|
10
|
Inspire Advisors
Meridian,
Idaho
|
$3.75M
|
-$44.3K
|
-953
|
-1%
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$3.61M
|
–
|
–
|
–
|
|
|
12
|
Investment Research Partners
Lemont,
Pennsylvania
|
$3.49M
|
-$34.6K
|
-744
|
-1%
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
$2.98M
|
+$79.6K
|
+1,714
|
+3%
|
|
|
14
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.96M
|
-$440K
|
-9,481
|
-13%
|
|
|
15
|
Patron Partners
Houston,
Texas
|
$2.73M
|
+$222K
|
+4,772
|
+9%
|
|
|
16
|
TrueWealth Advisors
Birmingham,
Alabama
|
$2.34M
|
+$598K
|
+12,869
|
+36%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.25M
|
+$232K
|
+5,005
|
+12%
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.04M
|
+$567K
|
+12,201
|
+40%
|
|
|
19
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$1.97M
|
+$349K
|
+7,509
|
+22%
|
|
|
20
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.95M
|
-$46.9K
|
-1,009
|
-2%
|
|
|
21
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.92M
|
-$30.6K
|
-658
|
-2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.58M
|
+$1.29M
|
+27,781
|
+520%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.5M
|
+$241K
|
+5,199
|
+20%
|
|
|
24
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.21M
|
+$511K
|
+11,001
|
+77%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$1.1M
|
-$25.1K
|
-540
|
-2%
|
|
