|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$62.6M
|
-$16M
|
-474,610
|
-21%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$37.2M
|
+$2.99M
|
+88,981
|
+9%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$26.6M
|
-$5.47M
|
-162,775
|
-18%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$4.55M
|
+$354K
|
+10,523
|
+9%
|
|
|
5
|
Patron Partners
Houston,
Texas
|
$4.13M
|
+$94K
|
+2,796
|
+2%
|
|
|
6
|
TrueWealth Advisors
Birmingham,
Alabama
|
$3.48M
|
+$378K
|
+11,245
|
+13%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.81M
|
-$259K
|
-7,696
|
-9%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$2.51M
|
-$18.5K
|
-550
|
-0.8%
|
|
|
9
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.28M
|
+$33.2K
|
+989
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
+$1.08M
|
+32,033
|
+249%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.07M
|
+$59.4K
|
+1,766
|
+6%
|
|
|
12
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$778K
|
+$21.2K
|
+631
|
+3%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$763K
|
+$570K
|
+16,952
|
+331%
|
|
|
14
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$687K
|
-$16.4K
|
-487
|
-2%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$659K
|
+$347K
|
+10,316
|
+120%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$562K
|
-$38.1K
|
-1,133
|
-7%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$473K
|
-$16.6K
|
-494
|
-4%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$383K
|
-$69.8K
|
-2,076
|
-16%
|
|
|
19
|
Security Financial Services
Fort Wayne,
Indiana
|
$341K
|
+$330K
|
+9,810
|
New
|
|
|
20
|
Plan A Wealth
Lincoln,
Nebraska
|
$282K
|
+$272K
|
+8,102
|
New
|
|
|
21
|
Rockefeller Capital Management
New York
|
$249K
|
+$241K
|
+7,167
|
New
|
|
|
22
|
Equitable Holdings
New York
|
$247K
|
+$239K
|
+7,109
|
New
|
|
|
23
|
Values First Advisors
Gray,
Tennessee
|
$139K
|
+$134K
|
+3,998
|
New
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$96.3K
|
+$5.45K
|
+162
|
+6%
|
|
|
25
|
Clarity Asset Management
Ames,
Iowa
|
$25.4K
|
–
|
–
|
–
|
|
