|
1
|
Atria Investments
Charlotte,
North Carolina
|
$23.5M
|
+$691K
|
+24,526
|
+3%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$11.2M
|
+$982K
|
+34,827
|
+9%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$10.8M
|
-$897K
|
-31,809
|
-7%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$2.02M
|
+$2.13M
|
+75,467
|
New
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.1M
|
+$1.16M
|
+40,973
|
New
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$831K
|
+$875K
|
+31,019
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$389K
|
+$10.9K
|
+385
|
+3%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$376K
|
+$45.2K
|
+1,602
|
+13%
|
|
|
9
|
|
$354K
|
+$86.3K
|
+3,060
|
+30%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$283K
|
+$298K
|
+10,568
|
New
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$225K
|
+$21.6K
|
+765
|
+10%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$116K
|
+$122K
|
+4,316
|
New
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$6.46K
|
+$6.79K
|
+241
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.04K
|
+$1.1K
|
+39
|
New
|
|
