|
1
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$47.9M
|
+$11.5M
|
+405,530
|
+32%
|
|
|
2
|
Concord Wealth Partners
Abingdon,
Virginia
|
$32.4M
|
+$1.29M
|
+45,399
|
+4%
|
|
|
3
|
|
$30.9M
|
+$13.7M
|
+480,821
|
+80%
|
|
|
4
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$30.6M
|
+$1.07M
|
+37,632
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$28.4M
|
+$1.47M
|
+51,752
|
+5%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$26.8M
|
-$228K
|
-8,028
|
-0.8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$22.5M
|
-$99.7K
|
-3,508
|
-0.4%
|
|
|
8
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$16.4M
|
+$597K
|
+20,992
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
+$4.83M
|
+169,835
|
+44%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
+$3.66M
|
+128,668
|
+34%
|
|
|
11
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$13.3M
|
+$1.19M
|
+41,865
|
+10%
|
|
|
12
|
Rathbones Group
Liverpool,
United Kingdom
|
$12.4M
|
–
|
–
|
–
|
|
|
13
|
Decker Wealth Management LLC
Nashville,
Tennessee
|
$12.1M
|
+$12.1M
|
+426,178
|
New
|
|
|
14
|
Advance Capital Management
Southfield,
Michigan
|
$9.67M
|
-$4.63M
|
-163,003
|
-32%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.02M
|
+$2.59M
|
+91,115
|
+58%
|
|
|
16
|
OneAscent Financial Services
Birmingham,
Alabama
|
$6.86M
|
+$3.17M
|
+111,372
|
+86%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$6.63M
|
+$258K
|
+9,068
|
+4%
|
|
|
18
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$5.99M
|
-$893K
|
-31,394
|
-13%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.44M
|
-$145K
|
-5,106
|
-3%
|
|
|
20
|
Equitable Holdings
New York
|
$5.4M
|
+$364K
|
+12,788
|
+7%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.78M
|
-$3.82M
|
-134,185
|
-44%
|
|
|
22
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$4.56M
|
+$220K
|
+7,732
|
+5%
|
|
|
23
|
Inspire Advisors
Meridian,
Idaho
|
$4.5M
|
-$564K
|
-19,844
|
-11%
|
|
|
24
|
SK Wealth Management
Providence,
Rhode Island
|
$3.88M
|
-$1.09M
|
-38,200
|
-22%
|
|
|
25
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.77M
|
+$314K
|
+11,029
|
+9%
|
|
