|
1
|
Atria Investments
Charlotte,
North Carolina
|
$66.3M
|
-$3.6M
|
-127,787
|
-5%
|
|
|
2
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$30.3M
|
-$708K
|
-25,094
|
-2%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.96M
|
-$215K
|
-7,631
|
-7%
|
|
|
4
|
Patron Partners
Houston,
Texas
|
$2.52M
|
+$81.1K
|
+2,876
|
+3%
|
|
|
5
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.83M
|
+$1.77M
|
+62,733
|
New
|
|
|
6
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.59M
|
+$324K
|
+11,488
|
+27%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$1.51M
|
+$20.9K
|
+741
|
+1%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$646K
|
-$54.6K
|
-1,937
|
-8%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$494K
|
-$122K
|
-4,339
|
-20%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$487K
|
+$469K
|
+16,638
|
New
|
|
|
11
|
|
$362K
|
-$954K
|
-33,813
|
-73%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$33.5K
|
+$32.3K
|
+1,145
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.15K
|
+$4.96K
|
+176
|
New
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$59M
|
-2,112,350
|
Closed
|
|
|
15
|
GTS Securities
Miami,
Florida
|
–
|
-$1.05M
|
-37,675
|
Closed
|
|
