|
1
|
Atria Investments
Charlotte,
North Carolina
|
$30.3M
|
-$17M
|
-589,538
|
-37%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$20.4M
|
-$6.34M
|
-220,454
|
-24%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$12.9M
|
-$6.79M
|
-236,168
|
-35%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$4.31M
|
+$1.22M
|
+42,569
|
+42%
|
|
|
5
|
|
$2.24M
|
+$1.92M
|
+66,809
|
+848%
|
|
|
6
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.33M
|
+$69.3K
|
+2,410
|
+6%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$865K
|
-$123K
|
-4,276
|
-13%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$803K
|
-$57.7K
|
-2,007
|
-7%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$617K
|
+$194K
|
+6,740
|
+49%
|
|
|
10
|
Patron Partners
Houston,
Texas
|
$520K
|
+$276K
|
+9,595
|
+124%
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$488K
|
-$59.9K
|
-2,084
|
-11%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$477K
|
+$458K
|
+15,918
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$365K
|
-$710K
|
-24,695
|
-67%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$343K
|
+$329K
|
+11,428
|
New
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$246K
|
-$4.95K
|
-172
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$21.8K
|
+$20.9K
|
+728
|
New
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.9K
|
+$7.39K
|
+257
|
+107%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$11.7K
|
+$10.2K
|
+355
|
+1,014%
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$9.02K
|
+$8.65K
|
+301
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.78K
|
-$45.6K
|
-1,585
|
-93%
|
|
