|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$1.28億
|
+US$229萬
|
+100,563
|
+2%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$5889萬
|
+US$69.4萬
|
+30,506
|
+1%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
US$1528萬
|
-US$40.5萬
|
-17,827
|
-3%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
US$989萬
|
+US$44.7萬
|
+19,633
|
+5%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
US$939萬
|
+US$940萬
|
+413,399
|
新
|
|
|
6
|
Patron Partners
Houston,
Texas
|
US$439萬
|
+US$38.7萬
|
+17,015
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$322萬
|
+US$125萬
|
+55,162
|
+64%
|
|
|
8
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$312萬
|
+US$121萬
|
+53,226
|
+63%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
US$290萬
|
+US$30.5萬
|
+13,390
|
+12%
|
|
|
10
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
US$290萬
|
+US$7.23萬
|
+3,178
|
+3%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$224萬
|
+US$36.4萬
|
+15,995
|
+19%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$149萬
|
+US$126萬
|
+55,255
|
+515%
|
|
|
13
|
|
US$134萬
|
+US$123萬
|
+54,108
|
+1,189%
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
US$110萬
|
-US$32.2萬
|
-14,176
|
-23%
|
|
|
15
|
|
US$97.9萬
|
+US$60.7萬
|
+26,705
|
+163%
|
|
|
16
|
Merit Financial Group
Alpharetta,
Georgia
|
US$91.5萬
|
+US$7.48萬
|
+3,289
|
+9%
|
|
|
17
|
|
US$85.7萬
|
+US$30萬
|
+13,183
|
+54%
|
|
|
18
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
US$80.6萬
|
+US$80.7萬
|
+35,500
|
新
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
US$76.4萬
|
+US$2.08萬
|
+916
|
+3%
|
|
|
20
|
Security Financial Services
Fort Wayne,
Indiana
|
US$74.8萬
|
+US$9.7萬
|
+4,282
|
+15%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
US$62.3萬
|
-US$1.22萬
|
-535
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
US$49.1萬
|
+US$7.4萬
|
+3,254
|
+18%
|
|
|
23
|
Strategic Blueprint
Atlanta,
Georgia
|
US$48.1萬
|
+US$1.55萬
|
+682
|
+3%
|
|
|
24
|
Plan A Wealth
Lincoln,
Nebraska
|
US$40.9萬
|
-US$2.55萬
|
-1,119
|
-6%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
US$38.4萬
|
+US$30.4萬
|
+13,362
|
+389%
|
|
