|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$61.5M
|
+$629K
|
+21,013
|
+1%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$28M
|
-$2.8M
|
-93,494
|
-9%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$23.8M
|
-$46.1M
|
-1,540,489
|
-65%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$3.54M
|
+$1.43M
|
+47,785
|
+63%
|
|
|
5
|
Patron Partners
Houston,
Texas
|
$3.37M
|
+$315K
|
+10,519
|
+10%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.73M
|
-$132K
|
-4,418
|
-4%
|
|
|
7
|
TrueWealth Advisors
Birmingham,
Alabama
|
$2.5M
|
+$356K
|
+11,911
|
+16%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$1.99M
|
+$510K
|
+17,045
|
+32%
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$796K
|
+$834K
|
+27,854
|
New
|
|
|
10
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$717K
|
-$61.1K
|
-2,042
|
-8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$664K
|
+$135K
|
+4,503
|
+24%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$524K
|
+$549K
|
+18,351
|
New
|
|
|
13
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$488K
|
+$511K
|
+17,072
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$392K
|
-$129K
|
-4,322
|
-24%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$392K
|
-$234K
|
-7,805
|
-36%
|
|
|
16
|
|
$209K
|
-$54.6K
|
-1,825
|
-20%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$116K
|
+$29.1K
|
+974
|
+32%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$56.2K
|
+$58.8K
|
+1,965
|
New
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$39.8K
|
+$41.7K
|
+1,394
|
New
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.5K
|
+$11.1K
|
+370
|
New
|
|
|
21
|
Plan A Wealth
Lincoln,
Nebraska
|
–
|
-$333K
|
-11,241
|
Closed
|
|
|
22
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
–
|
-$201K
|
-6,788
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$158K
|
-5,318
|
Closed
|
|
