|
1
|
Atria Investments
Charlotte,
North Carolina
|
$30.2M
|
-$529K
|
-17,893
|
-2%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$20.3M
|
-$417K
|
-14,111
|
-2%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$12.5M
|
-$593K
|
-20,069
|
-5%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$4.4M
|
+$29.6K
|
+1,002
|
+0.7%
|
|
|
5
|
|
$2.71M
|
+$423K
|
+14,308
|
+19%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$2.03M
|
+$1.61M
|
+54,555
|
+448%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$1.5M
|
+$609K
|
+20,609
|
+71%
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.34M
|
-$3.34K
|
-113
|
-0.3%
|
|
|
9
|
Valmark Advisers
Akron,
Ohio
|
$1.04M
|
+$1.01M
|
+34,141
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$863K
|
+$46.8K
|
+1,584
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$834K
|
+$340K
|
+11,509
|
+72%
|
|
|
12
|
Patron Partners
Houston,
Texas
|
$636K
|
+$106K
|
+3,577
|
+21%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$619K
|
-$7.03K
|
-238
|
-1%
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$507K
|
+$11.9K
|
+402
|
+2%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$380K
|
+$369K
|
+12,505
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$360K
|
+$350K
|
+11,845
|
New
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$128K
|
+$113K
|
+3,834
|
+983%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$61.4K
|
+$59.6K
|
+2,019
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$48.7K
|
+$25.8K
|
+873
|
+120%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$47.7K
|
+$31.7K
|
+1,072
|
+215%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$10.2K
|
+$1.06K
|
+36
|
+12%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$343K
|
-11,428
|
Closed
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$246K
|
-8,221
|
Closed
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$3.78K
|
-126
|
Closed
|
|
