|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$21.9M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$494K
|
+28,398
|
+4%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.42M
|
-$596K
|
-34,254
|
-10%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.88M
|
+$280K
|
+16,075
|
+8%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$1.32M
|
+$176K
|
+10,134
|
+16%
|
|
|
6
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
7
|
|
$1.09M
|
–
|
–
|
–
|
|
|
8
|
Tolleson Wealth Management
Dallas,
Texas
|
$906K
|
–
|
–
|
–
|
|
|
9
|
|
$408K
|
+$403K
|
+23,193
|
New
|
|
|
10
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$401K
|
+$106K
|
+6,089
|
+36%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$381K
|
+$26.2K
|
+1,506
|
+7%
|
|
|
12
|
PFG Investments
Woodbury,
New York
|
$254K
|
+$678
|
+39
|
+0.3%
|
|
|
13
|
Verus Capital Partners
Scottsdale,
Arizona
|
$248K
|
+$9.85K
|
+566
|
+4%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$211K
|
+$209K
|
+12,014
|
New
|
|
|
15
|
|
$210K
|
-$501K
|
-28,809
|
-71%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$55.1K
|
+$957
|
+55
|
+2%
|
|
|
17
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$29.9K
|
–
|
–
|
–
|
|
|
18
|
New England Asset Management
Farmington,
Connecticut
|
$5.27K
|
–
|
–
|
–
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$4.55K
|
-$2.04K
|
-117
|
-31%
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$1.76K
|
–
|
–
|
–
|
|
|
21
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$1.05M
|
-62,519
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$392K
|
-23,310
|
Closed
|
|
