|
1
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$36.7M
|
+$2.64M
|
+92,389
|
+8%
|
|
|
2
|
Concord Wealth Partners
Abingdon,
Virginia
|
$31.4M
|
+$2.36M
|
+82,658
|
+8%
|
|
|
3
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$29.8M
|
+$762K
|
+26,679
|
+3%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$27.2M
|
+$558K
|
+19,554
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$27.1M
|
+$817K
|
+28,634
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$22.8M
|
+$6.25M
|
+218,923
|
+38%
|
|
|
7
|
|
$17.3M
|
+$11.4M
|
+398,232
|
+193%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.4M
|
+$2.18M
|
+76,460
|
+15%
|
|
|
9
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$15.9M
|
+$8.39M
|
+293,855
|
+112%
|
|
|
10
|
Advance Capital Management
Southfield,
Michigan
|
$14.4M
|
+$87K
|
+3,049
|
+0.6%
|
|
|
11
|
Rathbones Group
Liverpool,
United Kingdom
|
$12.5M
|
–
|
–
|
–
|
|
|
12
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$12.2M
|
+$513K
|
+17,971
|
+4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
+$2.55M
|
+89,401
|
+30%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
+$5.07M
|
+177,464
|
+87%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.66M
|
+$4.15M
|
+145,269
|
+93%
|
|
|
16
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$6.93M
|
+$164K
|
+5,736
|
+2%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$6.42M
|
+$6.39M
|
+223,938
|
New
|
|
|
18
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$6.03M
|
+$3.85M
|
+134,876
|
+179%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.63M
|
-$420K
|
-14,725
|
-7%
|
|
|
20
|
Inspire Advisors
Meridian,
Idaho
|
$5.1M
|
+$756K
|
+26,489
|
+17%
|
|
|
21
|
Equitable Holdings
New York
|
$5.07M
|
+$919K
|
+32,191
|
+22%
|
|
|
22
|
SK Wealth Management
Providence,
Rhode Island
|
$4.95M
|
+$217K
|
+7,600
|
+5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.46M
|
+$932K
|
+32,639
|
+27%
|
|
|
24
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$4.37M
|
+$4.35M
|
+152,443
|
New
|
|
|
25
|
|
$3.96M
|
+$887K
|
+31,083
|
+29%
|
|
