|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$61.3M
|
+$3.41M
|
+102,177
|
+6%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$18.7M
|
-$2.06M
|
-61,744
|
-11%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$4.35M
|
+$433K
|
+12,981
|
+12%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.42M
|
-$417K
|
-12,502
|
-24%
|
|
|
5
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1M
|
-$81.9K
|
-2,454
|
-8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$661K
|
+$227K
|
+6,805
|
+59%
|
|
|
7
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$567K
|
-$11.4K
|
-342
|
-2%
|
|
|
8
|
Plan A Wealth
Lincoln,
Nebraska
|
$519K
|
+$59.4K
|
+1,779
|
+14%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$458K
|
-$12K
|
-360
|
-3%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$376K
|
-$224K
|
-6,700
|
-39%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$221K
|
+$2.37K
|
+71
|
+1%
|
|
|
12
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$66.2K
|
–
|
–
|
–
|
|
|
13
|
Values First Advisors
Gray,
Tennessee
|
$17.2K
|
-$11.7K
|
-350
|
-42%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.4K
|
–
|
–
|
–
|
|
|
15
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-$5.39K
|
-181
|
Closed
|
|
