|
1
|
Atria Investments
Charlotte,
North Carolina
|
$70.4M
|
+$3.25M
|
+107,872
|
+5%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$63.3M
|
+$64M
|
+2,128,265
|
New
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$31.8M
|
+$1.1M
|
+36,659
|
+4%
|
|
|
4
|
Patron Partners
Houston,
Texas
|
$3.18M
|
+$638K
|
+21,215
|
+25%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.96M
|
-$42.9K
|
-1,426
|
-1%
|
|
|
6
|
OneAscent Family Office
Birmingham,
Alabama
|
$2.25M
|
+$2.29M
|
+76,022
|
New
|
|
|
7
|
TrueWealth Advisors
Birmingham,
Alabama
|
$2.24M
|
+$388K
|
+12,882
|
+21%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$1.56M
|
+$30.7K
|
+1,019
|
+2%
|
|
|
9
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$804K
|
+$816K
|
+27,130
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$637K
|
+$139K
|
+4,612
|
+27%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$555K
|
+$63.4K
|
+2,107
|
+13%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$535K
|
-$122K
|
-4,051
|
-18%
|
|
|
13
|
Plan A Wealth
Lincoln,
Nebraska
|
$333K
|
+$338K
|
+11,241
|
New
|
|
|
14
|
|
$271K
|
-$97.7K
|
-3,245
|
-26%
|
|
|
15
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$201K
|
+$204K
|
+6,788
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$158K
|
+$155K
|
+5,142
|
+2,922%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$91K
|
+$58K
|
+1,926
|
+168%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$1.59M
|
-54,354
|
Closed
|
|
