|
1
|
Atria Investments
Charlotte,
North Carolina
|
$84.5M
|
-$538K
|
-16,305
|
-0.7%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$28.5M
|
+$109K
|
+3,289
|
+0.4%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$3.26M
|
+$1.2M
|
+36,437
|
+63%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.12M
|
-$30.9K
|
-935
|
-1%
|
|
|
5
|
|
$1.54M
|
+$119K
|
+3,619
|
+9%
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.38M
|
+$249K
|
+7,552
|
+23%
|
|
|
7
|
Patron Partners
Houston,
Texas
|
$1.31M
|
+$245K
|
+7,435
|
+24%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$1.15M
|
+$35.5K
|
+1,075
|
+3%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$899K
|
-$35.3K
|
-1,069
|
-4%
|
|
|
10
|
|
$753K
|
-$4.47M
|
-135,540
|
-86%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$619K
|
-$26.4K
|
-801
|
-4%
|
|
|
12
|
Firestone Capital Management
Coral Gables,
Florida
|
$319K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$316K
|
+$303K
|
+9,179
|
New
|
|
|
14
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$299K
|
+$44.9K
|
+1,361
|
+19%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$295K
|
+$19.5K
|
+592
|
+7%
|
|
|
16
|
Howard Capital Management
Roswell,
Georgia
|
$224K
|
+$215K
|
+6,509
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$206K
|
+$197K
|
+5,975
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$203K
|
+$195K
|
+5,893
|
New
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$33.6K
|
+$32.2K
|
+975
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$5.2K
|
–
|
–
|
–
|
|
|
21
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$52.5M
|
-1,628,591
|
Closed
|
|
|
22
|
GTS Securities
Miami,
Florida
|
–
|
-$1.87M
|
-58,059
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.25M
|
-38,761
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.9K
|
-90
|
Closed
|
|
