|
1
|
Atria Investments
Charlotte,
North Carolina
|
$82.3M
|
+$3.53M
|
+105,950
|
+4%
|
|
|
2
|
OneAscent Financial Services
Birmingham,
Alabama
|
$64.6M
|
+$66.2M
|
+1,986,192
|
New
|
|
|
3
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$27M
|
+$403K
|
+12,092
|
+1%
|
|
|
4
|
OneAscent Family Office
Birmingham,
Alabama
|
$5.71M
|
+$5.93M
|
+177,923
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.83M
|
+$883K
|
+26,502
|
+43%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$2.1M
|
-$979K
|
-29,360
|
-31%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.83M
|
+$1.9M
|
+56,847
|
New
|
|
|
8
|
|
$1.57M
|
+$95.1K
|
+2,853
|
+6%
|
|
|
9
|
Patron Partners
Houston,
Texas
|
$1.37M
|
+$150K
|
+4,514
|
+12%
|
|
|
10
|
Plan A Wealth
Lincoln,
Nebraska
|
$1.16M
|
+$1.21M
|
+36,211
|
New
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$1.11M
|
+$38.7K
|
+1,160
|
+3%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$823K
|
+$854K
|
+25,629
|
New
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$801K
|
-$39.3K
|
-1,180
|
-5%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$769K
|
+$492K
|
+14,755
|
+161%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$588K
|
+$10.5K
|
+314
|
+2%
|
|
|
16
|
|
$315K
|
-$403K
|
-12,076
|
-55%
|
|
|
17
|
Firestone Capital Management
Coral Gables,
Florida
|
$298K
|
+$1K
|
+30
|
+0.3%
|
|
|
18
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$284K
|
+$4.93K
|
+148
|
+2%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$269K
|
-$6.67K
|
-200
|
-2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$207K
|
+$18.8K
|
+565
|
+10%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$117K
|
+$122K
|
+3,653
|
New
|
|
|
22
|
|
$54.1K
|
+$56.2K
|
+1,685
|
New
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$31.3K
|
–
|
–
|
–
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$4.85K
|
–
|
–
|
–
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$1.38M
|
-40,211
|
Closed
|
|
