|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
$43.3M
|
+$17.6M
|
+609,013
|
+71%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$15.6M
|
+$4.64M
|
+160,489
|
+43%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$3.04M
|
-$9.24M
|
-319,450
|
-76%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.47M
|
+$347K
|
+12,007
|
+32%
|
|
|
5
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$927K
|
-$619K
|
-21,410
|
-40%
|
|
|
6
|
Flow Traders U.S.
New York
|
$531K
|
+$521K
|
+18,019
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$517K
|
+$259K
|
+8,959
|
+104%
|
|
|
8
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$431K
|
+$13.4K
|
+463
|
+3%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$377K
|
+$23.9K
|
+828
|
+7%
|
|
|
10
|
Plan A Wealth
Lincoln,
Nebraska
|
$364K
|
+$146K
|
+5,036
|
+69%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$290K
|
+$285K
|
+9,841
|
New
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$183K
|
-$3.44K
|
-119
|
-2%
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$54K
|
+$3.01K
|
+104
|
+6%
|
|
|
14
|
Values First Advisors
Gray,
Tennessee
|
$24.3K
|
+$23.9K
|
+825
|
New
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$20.9K
|
+$20.5K
|
+708
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4.74K
|
-166
|
Closed
|
|
