|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$21M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$389K
|
+23,217
|
+3%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.76M
|
+$5.73M
|
+342,465
|
New
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.45M
|
+$267K
|
+15,964
|
+8%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$1.09M
|
+$37.1K
|
+2,216
|
+4%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
7
|
|
$1.09M
|
–
|
–
|
–
|
|
|
8
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.05M
|
+$405K
|
+24,166
|
+63%
|
|
|
9
|
Tolleson Wealth Management
Dallas,
Texas
|
$867K
|
–
|
–
|
–
|
|
|
10
|
|
$686K
|
+$421K
|
+25,130
|
+161%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$392K
|
+$390K
|
+23,310
|
New
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$340K
|
+$338K
|
+20,181
|
New
|
|
|
13
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$281K
|
-$330K
|
-19,703
|
-54%
|
|
|
14
|
PFG Investments
Woodbury,
New York
|
$243K
|
+$37.9K
|
+2,261
|
+19%
|
|
|
15
|
Verus Capital Partners
Scottsdale,
Arizona
|
$228K
|
-$19.6K
|
-1,172
|
-8%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$51.8K
|
+$502
|
+30
|
+1%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$28.4K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$6.33K
|
+$301
|
+18
|
+5%
|
|
|
19
|
New England Asset Management
Farmington,
Connecticut
|
$5.05K
|
+$5.02K
|
+300
|
New
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$1.68K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$10.8K
|
-638
|
Closed
|
|
|
22
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$6.43K
|
-380
|
Closed
|
|
