|
1
|
Atria Investments
Charlotte,
North Carolina
|
$78.1M
|
+$4.92M
|
+169,716
|
+7%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$37.3M
|
+$8.22M
|
+283,872
|
+31%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$27.7M
|
-$197K
|
-6,817
|
-0.8%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$3.22M
|
+$39.5K
|
+1,364
|
+1%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$1.38M
|
+$982K
|
+33,894
|
+293%
|
|
|
6
|
|
$1.37M
|
+$1.3M
|
+44,897
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.32M
|
+$344K
|
+11,871
|
+38%
|
|
|
8
|
|
$1.11M
|
+$187K
|
+6,445
|
+22%
|
|
|
9
|
RFG Advisory
Birmingham,
Alabama
|
$1.02M
|
+$89.6K
|
+3,094
|
+10%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$447K
|
+$426K
|
+14,693
|
New
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$361K
|
+$333K
|
+11,489
|
New
|
|
|
12
|
Patron Partners
Houston,
Texas
|
$296K
|
+$282K
|
+9,742
|
New
|
|
|
13
|
Firestone Capital Management
Coral Gables,
Florida
|
$276K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$228K
|
-7,993
|
Closed
|
|
