|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$21.1M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$1.12M
|
+65,649
|
+10%
|
|
|
3
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.2M
|
+$59.6K
|
+3,501
|
+2%
|
|
|
4
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.09M
|
+$1.1M
|
+64,651
|
New
|
|
|
5
|
|
$1.09M
|
+$1.1M
|
+64,651
|
New
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$1.06M
|
+$1.07M
|
+62,571
|
New
|
|
|
7
|
Tolleson Wealth Management
Dallas,
Texas
|
$879K
|
+$289K
|
+17,000
|
+49%
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$654K
|
+$653K
|
+38,353
|
New
|
|
|
9
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$622K
|
+$620K
|
+36,429
|
New
|
|
|
10
|
|
$264K
|
-$1.1M
|
-64,473
|
-81%
|
|
|
11
|
Verus Capital Partners
Scottsdale,
Arizona
|
$249K
|
+$16.5K
|
+967
|
+7%
|
|
|
12
|
PFG Investments
Woodbury,
New York
|
$206K
|
+$207K
|
+12,176
|
New
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$51.6K
|
+$374
|
+22
|
+0.7%
|
|
|
14
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$28.4K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10.8K
|
+$10.9K
|
+638
|
New
|
|
|
16
|
ICA Group Wealth Management
Denver,
Colorado
|
$6.43K
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$6.05K
|
–
|
–
|
–
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$1.69K
|
–
|
–
|
–
|
|
|
19
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
–
|
-$4.12M
|
-238,754
|
Closed
|
|
|
20
|
New England Asset Management
Farmington,
Connecticut
|
–
|
-$5.17K
|
-300
|
Closed
|
|
