|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$97.2M
|
+$10.4M
|
+290,409
|
+11%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$40M
|
+$237K
|
+6,646
|
+0.6%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$10.4M
|
+$1.55M
|
+43,567
|
+17%
|
|
|
4
|
Patron Partners
Houston,
Texas
|
$4.43M
|
+$389K
|
+10,910
|
+9%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
$4.03M
|
-$233K
|
-6,540
|
-5%
|
|
|
6
|
TrueWealth Advisors
Birmingham,
Alabama
|
$4M
|
+$57.5K
|
+1,613
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.76M
|
+$1.51M
|
+42,390
|
+63%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$2.88M
|
+$225K
|
+6,314
|
+8%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.87M
|
-$6.03K
|
-169
|
-0.2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.57M
|
+$591K
|
+16,569
|
+28%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.43M
|
+$826K
|
+23,164
|
+47%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.28M
|
+$25.1K
|
+704
|
+1%
|
|
|
13
|
|
$910K
|
+$946K
|
+26,539
|
New
|
|
|
14
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$843K
|
+$66.1K
|
+1,853
|
+8%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$545K
|
-$2.28K
|
-64
|
-0.4%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$460K
|
+$5.71K
|
+160
|
+1%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$445K
|
+$56.1K
|
+1,573
|
+14%
|
|
|
18
|
Security Financial Services
Fort Wayne,
Indiana
|
$440K
|
-$4.56K
|
-128
|
-1%
|
|
|
19
|
|
$301K
|
-$367K
|
-10,298
|
-54%
|
|
|
20
|
Equitable Holdings
New York
|
$292K
|
+$40.1K
|
+1,126
|
+16%
|
|
|
21
|
Plan A Wealth
Lincoln,
Nebraska
|
$281K
|
+$10.4K
|
+292
|
+4%
|
|
|
22
|
Values First Advisors
Gray,
Tennessee
|
$247K
|
-$11K
|
-308
|
-4%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$246K
|
+$214
|
+6
|
+0.1%
|
|
|
24
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$153K
|
–
|
–
|
–
|
|
|
25
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$99.1K
|
+$1.75K
|
+49
|
+2%
|
|
