|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$118M
|
+$1.69M
|
+43,385
|
+2%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$43.9M
|
-$3.81M
|
-97,741
|
-8%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$12.5M
|
+$59.6K
|
+1,528
|
+0.5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.18M
|
+$1.59M
|
+40,706
|
+37%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.1M
|
+$3.12M
|
+79,969
|
+111%
|
|
|
6
|
Patron Partners
Houston,
Texas
|
$6.04M
|
+$703K
|
+18,044
|
+14%
|
|
|
7
|
TrueWealth Advisors
Birmingham,
Alabama
|
$5.43M
|
+$608K
|
+15,600
|
+13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.54M
|
+$433K
|
+11,109
|
+15%
|
|
|
9
|
OneAscent Family Office
Birmingham,
Alabama
|
$3.51M
|
-$1.25M
|
-32,183
|
-27%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$3.49M
|
+$45.3K
|
+1,161
|
+1%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.12M
|
-$293K
|
-7,503
|
-9%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.7M
|
-$29K
|
-745
|
-1%
|
|
|
13
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$1.04M
|
+$24.4K
|
+627
|
+3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$602K
|
+$572K
|
+14,661
|
New
|
|
|
15
|
Security Financial Services
Fort Wayne,
Indiana
|
$569K
|
+$40.5K
|
+1,038
|
+8%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$542K
|
-$8.11K
|
-208
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$511K
|
-$20.2K
|
-517
|
-4%
|
|
|
18
|
AQR Capital Management
Greenwich,
Connecticut
|
$434K
|
+$413K
|
+10,582
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$336K
|
+$319K
|
+8,185
|
New
|
|
|
20
|
Plan A Wealth
Lincoln,
Nebraska
|
$336K
|
-$312
|
-8
|
-0.1%
|
|
|
21
|
Equitable Holdings
New York
|
$327K
|
-$10.4K
|
-266
|
-3%
|
|
|
22
|
Flow Traders U.S.
New York
|
$322K
|
+$306K
|
+7,837
|
New
|
|
|
23
|
Rockefeller Capital Management
New York
|
$294K
|
–
|
–
|
–
|
|
|
24
|
|
$232K
|
-$122K
|
-3,121
|
-36%
|
|
|
25
|
Values First Advisors
Gray,
Tennessee
|
$185K
|
-$106K
|
-2,709
|
-38%
|
|
