|
1
|
OneAscent Financial Services
Birmingham,
Alabama
|
US$1.18億
|
+US$169萬
|
+43,385
|
+2%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
US$4392萬
|
-US$381萬
|
-97,741
|
-8%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
US$1249萬
|
+US$5.96萬
|
+1,528
|
+0.5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
US$618萬
|
+US$159萬
|
+40,706
|
+37%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
US$610萬
|
+US$312萬
|
+79,969
|
+111%
|
|
|
6
|
Patron Partners
Houston,
Texas
|
US$604萬
|
+US$70.3萬
|
+18,044
|
+14%
|
|
|
7
|
TrueWealth Advisors
Birmingham,
Alabama
|
US$543萬
|
+US$60.8萬
|
+15,600
|
+13%
|
|
|
8
|
LPL Financial
San Diego,
California
|
US$354萬
|
+US$43.3萬
|
+11,109
|
+15%
|
|
|
9
|
OneAscent Family Office
Birmingham,
Alabama
|
US$351萬
|
-US$125萬
|
-32,183
|
-27%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
US$349萬
|
+US$4.53萬
|
+1,161
|
+1%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
US$312萬
|
-US$29.3萬
|
-7,503
|
-9%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
US$270萬
|
-US$2.9萬
|
-745
|
-1%
|
|
|
13
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
US$104萬
|
+US$2.44萬
|
+627
|
+3%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
US$60.2萬
|
+US$57.2萬
|
+14,661
|
新
|
|
|
15
|
Security Financial Services
Fort Wayne,
Indiana
|
US$56.9萬
|
+US$4.05萬
|
+1,038
|
+8%
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
US$54.2萬
|
-US$8,109
|
-208
|
-2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
US$51.1萬
|
-US$2.02萬
|
-517
|
-4%
|
|
|
18
|
AQR Capital Management
Greenwich,
Connecticut
|
US$43.4萬
|
+US$41.3萬
|
+10,582
|
新
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$33.6萬
|
+US$31.9萬
|
+8,185
|
新
|
|
|
20
|
Plan A Wealth
Lincoln,
Nebraska
|
US$33.6萬
|
-US$312
|
-8
|
-0.1%
|
|
|
21
|
Equitable Holdings
New York
|
US$32.7萬
|
-US$1.04萬
|
-266
|
-3%
|
|
|
22
|
Flow Traders U.S.
New York
|
US$32.2萬
|
+US$30.6萬
|
+7,837
|
新
|
|
|
23
|
Rockefeller Capital Management
New York
|
US$29.4萬
|
–
|
–
|
–
|
|
|
24
|
|
US$23.2萬
|
-US$12.2萬
|
-3,121
|
-36%
|
|
|
25
|
Values First Advisors
Gray,
Tennessee
|
US$18.5萬
|
-US$10.6萬
|
-2,709
|
-38%
|
|
