|
1
|
Atria Investments
Charlotte,
North Carolina
|
$88.2M
|
+$5.46M
|
+176,423
|
+7%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$51M
|
+$11.8M
|
+382,829
|
+32%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$30.8M
|
+$1.94M
|
+62,713
|
+7%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$3.33M
|
-$73.3K
|
-2,369
|
-2%
|
|
|
5
|
|
$2.5M
|
+$1.02M
|
+32,919
|
+73%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.41M
|
+$1.86M
|
+60,189
|
+410%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.82M
|
+$410K
|
+13,250
|
+30%
|
|
|
8
|
|
$1.21M
|
+$58.5K
|
+1,889
|
+5%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.18M
|
+$772K
|
+24,931
|
+217%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$1.06M
|
-$18.1K
|
-586
|
-2%
|
|
|
11
|
Patron Partners
Houston,
Texas
|
$837K
|
+$505K
|
+16,303
|
+167%
|
|
|
12
|
Firestone Capital Management
Coral Gables,
Florida
|
$298K
|
+$5.11K
|
+165
|
+2%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$229K
|
+$221K
|
+7,129
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.98K
|
+$4.8K
|
+155
|
New
|
|
|
15
|
GTS Securities
Miami,
Florida
|
–
|
-$1.38M
|
-45,450
|
Closed
|
|
