|
1
|
Atria Investments
Charlotte,
North Carolina
|
$46.8M
|
+$19.9M
|
+721,989
|
+82%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$26.8M
|
+$13.3M
|
+483,453
|
+116%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$19.8M
|
+$7.25M
|
+262,736
|
+65%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$2.96M
|
+$709K
|
+25,709
|
+34%
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.23M
|
+$24.5K
|
+888
|
+2%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$1.08M
|
+$1.02M
|
+36,868
|
New
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$970K
|
+$58.1K
|
+2,105
|
+7%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$843K
|
+$394K
|
+14,280
|
+98%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$538K
|
+$120K
|
+4,336
|
+31%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$406K
|
+$90.8K
|
+3,292
|
+31%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$246K
|
-$276
|
-10
|
-0.1%
|
|
|
12
|
|
$231K
|
-$147K
|
-5,345
|
-40%
|
|
|
13
|
Patron Partners
Houston,
Texas
|
$227K
|
+$214K
|
+7,744
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$50.1K
|
-$71.9K
|
-2,605
|
-60%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$7.06K
|
–
|
–
|
–
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$1.02K
|
+$966
|
+35
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.04K
|
-39
|
Closed
|
|
