|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$96.9M
|
+$14.9M
|
+368,673
|
+19%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$38.1M
|
+$973K
|
+24,065
|
+3%
|
|
|
3
|
Plan A Wealth
Lincoln,
Nebraska
|
$25.3M
|
+$974K
|
+24,088
|
+4%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$25M
|
-$16.6M
|
-410,375
|
-40%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
$10.4M
|
+$1.09M
|
+27,038
|
+12%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10M
|
+$9.56M
|
+236,473
|
New
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$4.03M
|
+$853K
|
+21,104
|
+28%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.85M
|
+$1M
|
+24,747
|
+36%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$3.27M
|
+$368K
|
+9,097
|
+13%
|
|
|
10
|
Inspire Advisors
Meridian,
Idaho
|
$3.18M
|
+$694K
|
+17,158
|
+29%
|
|
|
11
|
Investment Research Partners
Lemont,
Pennsylvania
|
$2.96M
|
-$21K
|
-520
|
-0.7%
|
|
|
12
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$2.6M
|
+$2.22K
|
+55
|
+0.1%
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
$2.36M
|
+$144K
|
+3,570
|
+7%
|
|
|
14
|
Patron Partners
Houston,
Texas
|
$1.88M
|
-$12.9K
|
-319
|
-0.7%
|
|
|
15
|
Frontier Asset Management
Sheridan,
Wyoming
|
$1.78M
|
-$48.3K
|
-1,195
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.74M
|
+$87.3K
|
+2,160
|
+5%
|
|
|
17
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.7M
|
+$90.4K
|
+2,236
|
+6%
|
|
|
18
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$1.14M
|
+$1.12M
|
+27,596
|
New
|
|
|
19
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.04M
|
+$115K
|
+2,839
|
+13%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$969K
|
-$612K
|
-15,135
|
-39%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$953K
|
+$35.1K
|
+869
|
+4%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$910K
|
-$2.71M
|
-67,160
|
-75%
|
|
|
23
|
TrueWealth Advisors
Birmingham,
Alabama
|
$796K
|
+$11.5K
|
+284
|
+1%
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$629K
|
+$571K
|
+14,129
|
+1,327%
|
|
|
25
|
Firestone Capital Management
Coral Gables,
Florida
|
$486K
|
+$48.5K
|
+1,200
|
+11%
|
|
