|
1
|
Atria Investments
Charlotte,
North Carolina
|
$30.7M
|
-$19.5M
|
-643,189
|
-38%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$23.9M
|
+$24.8M
|
+817,693
|
New
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$12.4M
|
-$9.59M
|
-316,641
|
-43%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$3.08M
|
-$179K
|
-5,909
|
-5%
|
|
|
5
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.92M
|
+$1.99M
|
+65,699
|
New
|
|
|
6
|
|
$1.01M
|
+$39.9K
|
+1,318
|
+4%
|
|
|
7
|
Strategic Blueprint
Atlanta,
Georgia
|
$905K
|
-$172K
|
-5,687
|
-15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$875K
|
+$166K
|
+5,481
|
+22%
|
|
|
9
|
Patron Partners
Houston,
Texas
|
$860K
|
-$39.8K
|
-1,314
|
-4%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$790K
|
-$435K
|
-14,358
|
-35%
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$783K
|
+$66K
|
+2,179
|
+9%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$687K
|
+$236K
|
+7,806
|
+50%
|
|
|
13
|
Plan A Wealth
Lincoln,
Nebraska
|
$678K
|
+$704K
|
+23,259
|
New
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$538K
|
-$48.2K
|
-1,590
|
-8%
|
|
|
15
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$530K
|
+$550K
|
+18,170
|
New
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$450K
|
+$19.2K
|
+633
|
+4%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$130K
|
+$3.3K
|
+109
|
+3%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$108K
|
+$51.3K
|
+1,694
|
+84%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$47.4K
|
+$49.3K
|
+1,628
|
New
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$29.2K
|
–
|
–
|
–
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$12.6K
|
+$13.1K
|
+433
|
New
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$8.51K
|
-$1.18K
|
-39
|
-12%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.86K
|
+$6.82K
|
+225
|
New
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$549K
|
-17,954
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$336K
|
-10,974
|
Closed
|
|
