|
1
|
Atria Investments
Charlotte,
North Carolina
|
$95.7M
|
+$9.6M
|
+321,797
|
+12%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$41.9M
|
-$1.19M
|
-39,934
|
-3%
|
|
|
3
|
OneAscent Financial Services
Birmingham,
Alabama
|
$36M
|
-$1.48M
|
-49,687
|
-4%
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$2.71M
|
+$2.63M
|
+88,171
|
New
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$1.71M
|
+$929K
|
+31,133
|
+126%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.28M
|
+$14.5K
|
+487
|
+1%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$926K
|
+$303K
|
+10,142
|
+51%
|
|
|
8
|
|
$731K
|
+$709K
|
+23,779
|
New
|
|
|
9
|
Firestone Capital Management
Coral Gables,
Florida
|
$286K
|
+$271K
|
+9,094
|
New
|
|
|
10
|
Patron Partners
Houston,
Texas
|
$225K
|
+$218K
|
+7,323
|
New
|
|
|
11
|
|
$206K
|
+$200K
|
+6,717
|
New
|
|
|
12
|
O'Connor Financial Group
Quincy,
Illinois
|
–
|
-$860K
|
-29,160
|
Closed
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$278K
|
-9,423
|
Closed
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$84.9K
|
-2,879
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$48.3K
|
-1,636
|
Closed
|
|
