|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$69.3M
|
+$2.86M
|
+86,112
|
+4%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$38.9M
|
-$46.5M
|
-1,397,860
|
-55%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$31.8M
|
+$3.76M
|
+112,956
|
+13%
|
|
|
4
|
Plan A Wealth
Lincoln,
Nebraska
|
$7.2M
|
+$5.96M
|
+179,198
|
+495%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
$7.01M
|
+$1.06M
|
+31,917
|
+18%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.95M
|
+$5.03M
|
+151,146
|
+266%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.15M
|
+$210K
|
+6,325
|
+7%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$2.57M
|
+$384K
|
+11,545
|
+18%
|
|
|
9
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.46M
|
+$2.45M
|
+73,697
|
New
|
|
|
10
|
|
$2.45M
|
+$851K
|
+25,583
|
+54%
|
|
|
11
|
Patron Partners
Houston,
Texas
|
$1.63M
|
+$199K
|
+5,977
|
+14%
|
|
|
12
|
RFG Advisory
Birmingham,
Alabama
|
$1.57M
|
+$414K
|
+12,461
|
+36%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$902K
|
+$683K
|
+20,536
|
+318%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$827K
|
-$29.8K
|
-897
|
-3%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$816K
|
-$17.3K
|
-521
|
-2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$734K
|
+$122K
|
+3,657
|
+20%
|
|
|
17
|
TrueWealth Advisors
Birmingham,
Alabama
|
$596K
|
+$593K
|
+17,836
|
New
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$477K
|
+$475K
|
+14,283
|
New
|
|
|
19
|
Firestone Capital Management
Coral Gables,
Florida
|
$326K
|
+$15.7K
|
+473
|
+5%
|
|
|
20
|
|
$322K
|
-$5.19K
|
-156
|
-2%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$304K
|
+$24.6K
|
+739
|
+9%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$279K
|
-$16.6K
|
-500
|
-6%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$124K
|
+$1.5K
|
+45
|
+1%
|
|
|
24
|
|
$56.3K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.5K
|
+$40.3K
|
+1,213
|
New
|
|
