|
1
|
Atria Investments
Charlotte,
North Carolina
|
$79.8M
|
-$8.74M
|
-271,675
|
-10%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$52.5M
|
+$1.33M
|
+41,324
|
+3%
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$26.6M
|
-$4.28M
|
-133,010
|
-14%
|
|
|
4
|
|
$5.08M
|
+$2.56M
|
+79,604
|
+102%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.01M
|
+$182K
|
+5,668
|
+10%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$1.88M
|
+$1.87M
|
+58,225
|
New
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$1.87M
|
+$1.87M
|
+58,059
|
New
|
|
|
8
|
|
$1.33M
|
+$113K
|
+3,528
|
+9%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
-$1.16M
|
-36,121
|
-48%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.05M
|
+$1.05M
|
+32,659
|
New
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$1.04M
|
-$24.6K
|
-766
|
-2%
|
|
|
12
|
Patron Partners
Houston,
Texas
|
$991K
|
+$151K
|
+4,685
|
+18%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$877K
|
-$2.45M
|
-76,312
|
-74%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$606K
|
+$604K
|
+18,780
|
New
|
|
|
15
|
Firestone Capital Management
Coral Gables,
Florida
|
$299K
|
–
|
–
|
–
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$257K
|
+$27K
|
+840
|
+12%
|
|
|
17
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$236K
|
+$236K
|
+7,331
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$4.87K
|
+$4.86K
|
+151
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.9K
|
+$2.89K
|
+90
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.18M
|
-36,420
|
Closed
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$4.98K
|
-155
|
Closed
|
|
