|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$83.8M
|
+$4.31M
|
+121,366
|
+6%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$43.7M
|
-$716K
|
-20,168
|
-2%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$43.5M
|
+$6.56M
|
+184,832
|
+19%
|
|
|
4
|
Plan A Wealth
Lincoln,
Nebraska
|
$18.5M
|
+$9.57M
|
+269,545
|
+125%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
$9.94M
|
+$1.79M
|
+50,476
|
+24%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.17M
|
+$214K
|
+6,036
|
+3%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.85M
|
+$228K
|
+6,419
|
+7%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.15M
|
+$2.93M
|
+82,566
|
New
|
|
|
9
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.86M
|
+$43.3K
|
+1,220
|
+2%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$2.71M
|
-$213K
|
-6,001
|
-8%
|
|
|
11
|
Inspire Advisors
Meridian,
Idaho
|
$2.45M
|
+$2.28M
|
+64,179
|
New
|
|
|
12
|
RFG Advisory
Birmingham,
Alabama
|
$2.05M
|
+$242K
|
+6,808
|
+14%
|
|
|
13
|
Patron Partners
Houston,
Texas
|
$1.94M
|
+$73.3K
|
+2,066
|
+4%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.45M
|
+$471K
|
+13,274
|
+54%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.45M
|
+$389K
|
+10,971
|
+41%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$1.29M
|
+$1.16M
|
+32,719
|
+3,492%
|
|
|
17
|
|
$1.26M
|
+$826K
|
+23,276
|
+241%
|
|
|
18
|
|
$1.21M
|
-$1.47M
|
-41,491
|
-57%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$184K
|
+5,195
|
+24%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$850K
|
-$76.4K
|
-2,151
|
-9%
|
|
|
21
|
TrueWealth Advisors
Birmingham,
Alabama
|
$686K
|
+$4.44K
|
+125
|
+0.7%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$460K
|
-$79.5K
|
-2,240
|
-16%
|
|
|
23
|
Firestone Capital Management
Coral Gables,
Florida
|
$396K
|
+$21.3K
|
+600
|
+6%
|
|
|
24
|
Frontier Asset Management
Sheridan,
Wyoming
|
$341K
|
+$317K
|
+8,937
|
New
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$339K
|
-$8.13K
|
-229
|
-3%
|
|
