|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$79.4M
|
-$8.6M
|
-220,165
|
-10%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$40.8M
|
-$5.13M
|
-131,220
|
-11%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$36.1M
|
-$9.42M
|
-241,170
|
-21%
|
|
|
4
|
Plan A Wealth
Lincoln,
Nebraska
|
$23.6M
|
+$4.02M
|
+102,926
|
+21%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
$8.97M
|
-$1.45M
|
-37,183
|
-14%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.61M
|
-$1.6K
|
-41
|
-0%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$3.59M
|
+$258K
|
+6,591
|
+8%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$3.07M
|
+$212K
|
+5,415
|
+8%
|
|
|
9
|
Investment Research Partners
Lemont,
Pennsylvania
|
$2.93M
|
+$2.81M
|
+71,980
|
New
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$2.81M
|
+$2.73M
|
+69,860
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.75M
|
+$1.61M
|
+41,140
|
+152%
|
|
|
12
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.53M
|
-$472K
|
-12,070
|
-16%
|
|
|
13
|
Inspire Advisors
Meridian,
Idaho
|
$2.4M
|
-$172K
|
-4,392
|
-7%
|
|
|
14
|
|
$2.38M
|
+$1.03M
|
+26,371
|
+80%
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$2.15M
|
-$15.6K
|
-400
|
-0.7%
|
|
|
16
|
Patron Partners
Houston,
Texas
|
$1.84M
|
-$192K
|
-4,918
|
-10%
|
|
|
17
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.78M
|
+$1.38M
|
+35,217
|
+394%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.61M
|
-$2.37M
|
-60,779
|
-60%
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.56M
|
+$29.9K
|
+766
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.55M
|
+$22.3K
|
+570
|
+2%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$1.29M
|
-$65.7K
|
-1,682
|
-5%
|
|
|
22
|
Merit Financial Group
Alpharetta,
Georgia
|
$899K
|
+$873K
|
+22,344
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$891K
|
-$4.57K
|
-117
|
-0.5%
|
|
|
24
|
TrueWealth Advisors
Birmingham,
Alabama
|
$762K
|
+$38.2K
|
+977
|
+5%
|
|
|
25
|
Firestone Capital Management
Coral Gables,
Florida
|
$424K
|
+$7.03K
|
+180
|
+2%
|
|
