|
1
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$54M
|
+$1.08M
|
+38,396
|
+2%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$41.1M
|
+$4.63M
|
+165,285
|
+13%
|
|
|
3
|
Concord Wealth Partners
Abingdon,
Virginia
|
$35.3M
|
+$1.36M
|
+48,525
|
+4%
|
|
|
4
|
|
$34.6M
|
+$4.93M
|
+176,080
|
+17%
|
|
|
5
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$33.1M
|
+$1.19M
|
+42,378
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$28.8M
|
+$1.38M
|
+49,360
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$28.6M
|
+$3.6M
|
+128,415
|
+14%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$17.1M
|
-$1.5M
|
-53,560
|
-8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$16.6M
|
-$3.53M
|
-125,822
|
-18%
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$12.2M
|
–
|
–
|
–
|
|
|
11
|
Advance Capital Management
Southfield,
Michigan
|
$11.5M
|
+$1.05M
|
+37,335
|
+10%
|
|
|
12
|
Decker Wealth Management LLC
Nashville,
Tennessee
|
$10.5M
|
-$1.23M
|
-43,796
|
-10%
|
|
|
13
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$8.28M
|
-$888K
|
-31,701
|
-10%
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$7.9M
|
+$468K
|
+16,703
|
+6%
|
|
|
15
|
Equitable Holdings
New York
|
$7.41M
|
+$1.07M
|
+38,222
|
+17%
|
|
|
16
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$6.08M
|
-$587K
|
-20,955
|
-9%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.96M
|
+$1.38M
|
+49,383
|
+30%
|
|
|
18
|
|
$5.1M
|
+$1.74M
|
+62,165
|
+52%
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$4.99M
|
+$4.99M
|
+178,029
|
+50,433%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.8M
|
-$449K
|
-16,015
|
-9%
|
|
|
21
|
Auour Investments
Woburn,
Massachusetts
|
$4.15M
|
+$1.2M
|
+42,734
|
+40%
|
|
|
22
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$4.14M
|
-$112K
|
-4,014
|
-3%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$3.91M
|
+$3.92M
|
+139,938
|
New
|
|
|
24
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.43M
|
+$6.38M
|
+227,894
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.27M
|
-$2.08M
|
-74,396
|
-39%
|
|
