|
1
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$52.8M
|
+$5.91M
|
+209,771
|
+12%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$36.3M
|
+$10.3M
|
+364,406
|
+39%
|
|
|
3
|
Concord Wealth Partners
Abingdon,
Virginia
|
$33.8M
|
+$2.08M
|
+73,743
|
+6%
|
|
|
4
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$31.8M
|
+$1.86M
|
+65,926
|
+6%
|
|
|
5
|
|
$29.6M
|
-$611K
|
-21,678
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$27.3M
|
+$5.34M
|
+189,430
|
+24%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$24.9M
|
-$2.87M
|
-101,936
|
-10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$20M
|
+$5.91M
|
+209,631
|
+41%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$18.6M
|
+$3.05M
|
+108,295
|
+19%
|
|
|
10
|
Rathbones Group
Liverpool,
United Kingdom
|
$12.1M
|
–
|
–
|
–
|
|
|
11
|
Decker Wealth Management LLC
Nashville,
Tennessee
|
$11.7M
|
-$189K
|
-6,715
|
-2%
|
|
|
12
|
Advance Capital Management
Southfield,
Michigan
|
$10.4M
|
+$933K
|
+33,101
|
+10%
|
|
|
13
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$9.13M
|
-$7.04M
|
-249,737
|
-43%
|
|
|
14
|
OneAscent Financial Services
Birmingham,
Alabama
|
$7.41M
|
+$700K
|
+24,848
|
+10%
|
|
|
15
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$6.64M
|
+$785K
|
+27,866
|
+13%
|
|
|
16
|
Equitable Holdings
New York
|
$6.45M
|
+$1.05M
|
+37,215
|
+20%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.32M
|
+$654K
|
+23,204
|
+14%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.23M
|
-$98.6K
|
-3,499
|
-2%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.91M
|
+$1.72M
|
+61,100
|
+53%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.57M
|
-$2.34M
|
-82,927
|
-34%
|
|
|
21
|
Inspire Advisors
Meridian,
Idaho
|
$4.27M
|
-$131K
|
-4,641
|
-3%
|
|
|
22
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$4.24M
|
-$222K
|
-7,888
|
-5%
|
|
|
23
|
SK Wealth Management
Providence,
Rhode Island
|
$3.9M
|
+$118K
|
+4,195
|
+3%
|
|
|
24
|
|
$3.35M
|
+$1.54M
|
+54,508
|
+83%
|
|
|
25
|
Auour Investments
Woburn,
Massachusetts
|
$2.95M
|
+$806K
|
+28,595
|
+37%
|
|
