|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$4248萬
|
-US$138萬
|
-29,503
|
-3%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$2120萬
|
-US$110萬
|
-23,484
|
-5%
|
|
|
3
|
Proficio Capital Partners
Newton,
Massachusetts
|
US$1522萬
|
+US$1432萬
|
+305,137
|
新
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
US$518萬
|
+US$49.1萬
|
+10,454
|
+11%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
US$384萬
|
-US$15.3萬
|
-3,267
|
-4%
|
|
|
6
|
|
US$294萬
|
+US$225萬
|
+47,900
|
+433%
|
|
|
7
|
Inspire Advisors
Meridian,
Idaho
|
US$268萬
|
+US$58.1萬
|
+12,379
|
+30%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$243萬
|
+US$40.2萬
|
+8,576
|
+21%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
US$218萬
|
-US$15.3萬
|
-3,255
|
-7%
|
|
|
10
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$209萬
|
+US$18.9萬
|
+4,017
|
+11%
|
|
|
11
|
Patron Partners
Houston,
Texas
|
US$193萬
|
+US$13.2萬
|
+2,822
|
+8%
|
|
|
12
|
Frontier Asset Management
Sheridan,
Wyoming
|
US$142萬
|
-US$6.12萬
|
-1,303
|
-4%
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
US$119萬
|
-US$4.98萬
|
-1,061
|
-4%
|
|
|
14
|
Valmark Advisers
Akron,
Ohio
|
US$110萬
|
+US$7,228
|
+154
|
+0.7%
|
|
|
15
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
US$99萬
|
-US$32.6萬
|
-6,953
|
-26%
|
|
|
16
|
Plan A Wealth
Lincoln,
Nebraska
|
US$77.6萬
|
+US$1.38萬
|
+294
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$64.8萬
|
-US$22.1萬
|
-4,708
|
-27%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
US$58.4萬
|
+US$3.02萬
|
+644
|
+6%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
US$54.2萬
|
-US$1.8萬
|
-383
|
-3%
|
|
|
20
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
US$53.3萬
|
+US$50.1萬
|
+10,676
|
新
|
|
|
21
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
US$51.9萬
|
+US$14.2萬
|
+3,024
|
+41%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$46.4萬
|
+US$43.6萬
|
+9,299
|
新
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
US$41.4萬
|
+US$3.48萬
|
+741
|
+10%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$32.9萬
|
+US$1,079
|
+23
|
+0.4%
|
|
|
25
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
US$29.6萬
|
+US$11.2萬
|
+2,377
|
+67%
|
|
