|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$90.2M
|
+$26.3M
|
+746,333
|
+41%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$41.2M
|
+$3.25M
|
+92,137
|
+9%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$9.19M
|
-$17.7M
|
-503,672
|
-66%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$4.4M
|
-$232K
|
-6,581
|
-5%
|
|
|
5
|
Patron Partners
Houston,
Texas
|
$4.19M
|
-$13.5K
|
-383
|
-0.3%
|
|
|
6
|
TrueWealth Advisors
Birmingham,
Alabama
|
$4.08M
|
+$537K
|
+15,235
|
+15%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.97M
|
+$106K
|
+3,019
|
+4%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$2.75M
|
+$201K
|
+5,713
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.39M
|
+$793K
|
+22,515
|
+50%
|
|
|
10
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.34M
|
+$19.3K
|
+549
|
+0.8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.07M
|
+$977K
|
+27,740
|
+90%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.73M
|
+$946K
|
+26,864
|
+122%
|
|
|
13
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$807K
|
+$14.3K
|
+407
|
+2%
|
|
|
14
|
|
$676K
|
+$672K
|
+19,069
|
New
|
|
|
15
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$616K
|
-$83K
|
-2,357
|
-12%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$566K
|
-$6.62K
|
-188
|
-1%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$470K
|
-$11.7K
|
-333
|
-2%
|
|
|
18
|
Security Financial Services
Fort Wayne,
Indiana
|
$459K
|
+$111K
|
+3,146
|
+32%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$404K
|
+$14.2K
|
+404
|
+4%
|
|
|
20
|
Plan A Wealth
Lincoln,
Nebraska
|
$280K
|
-$7.25K
|
-206
|
-3%
|
|
|
21
|
Values First Advisors
Gray,
Tennessee
|
$267K
|
+$124K
|
+3,525
|
+88%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$254K
|
–
|
–
|
–
|
|
|
23
|
Equitable Holdings
New York
|
$252K
|
–
|
–
|
–
|
|
|
24
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$158K
|
+$157K
|
+4,450
|
New
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$101K
|
+$2.71K
|
+77
|
+3%
|
|
