|
1
|
Atria Investments
Charlotte,
North Carolina
|
$51.9M
|
+$21.1M
|
+702,807
|
+71%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$22.7M
|
+$9.99M
|
+332,431
|
+81%
|
|
|
3
|
Frontier Asset Management
Sheridan,
Wyoming
|
$3.41M
|
-$1M
|
-33,299
|
-23%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.27M
|
+$393K
|
+13,090
|
+46%
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.12M
|
-$223K
|
-7,431
|
-17%
|
|
|
6
|
|
$1.02M
|
-$1.68M
|
-55,824
|
-63%
|
|
|
7
|
Patron Partners
Houston,
Texas
|
$944K
|
+$298K
|
+9,916
|
+47%
|
|
|
8
|
Valmark Advisers
Akron,
Ohio
|
$756K
|
-$284K
|
-9,440
|
-28%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$752K
|
-$86.2K
|
-2,870
|
-10%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$614K
|
+$102K
|
+3,380
|
+20%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$549K
|
+$164K
|
+5,449
|
+44%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$482K
|
+$413K
|
+13,734
|
+680%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$453K
|
-$167K
|
-5,560
|
-27%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$336K
|
-$26.2K
|
-871
|
-7%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$321K
|
-$1.69M
|
-56,245
|
-84%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$133K
|
+$3.63K
|
+121
|
+3%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$61.5K
|
+$13.2K
|
+441
|
+28%
|
|
|
18
|
Advisornet Financial
Minnetonka,
Minnesota
|
$30.7K
|
+$30.1K
|
+1,002
|
New
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$10.1K
|
-$180
|
-6
|
-2%
|
|
|
20
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$20.3M
|
-666,600
|
Closed
|
|
|
21
|
GTS Securities
Miami,
Florida
|
–
|
-$1.5M
|
-49,457
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$48.7K
|
-1,601
|
Closed
|
|
