|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$21.1M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$1.05M
|
+61,328
|
+8%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.7M
|
+$507K
|
+29,493
|
+10%
|
|
|
4
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.16M
|
+$4.23M
|
+246,125
|
New
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.81M
|
+$82.7K
|
+4,813
|
+2%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$2.68M
|
+$1.44M
|
+83,525
|
+111%
|
|
|
7
|
Natural Investments
Windsor,
California
|
$1.42M
|
+$1.45M
|
+84,251
|
New
|
|
|
8
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.18M
|
+$314K
|
+18,277
|
+35%
|
|
|
9
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
10
|
|
$1.09M
|
–
|
–
|
–
|
|
|
11
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$652K
|
+$664K
|
+38,624
|
New
|
|
|
12
|
Skyline Advisors
Bellingham,
Washington
|
$407K
|
+$414K
|
+24,074
|
New
|
|
|
13
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$393K
|
+$400K
|
+23,289
|
New
|
|
|
14
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$341K
|
+$347K
|
+20,197
|
New
|
|
|
15
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$336K
|
-$50.5K
|
-2,937
|
-13%
|
|
|
16
|
|
$305K
|
+$106K
|
+6,141
|
+51%
|
|
|
17
|
PFG Investments
Woodbury,
New York
|
$280K
|
+$36K
|
+2,095
|
+14%
|
|
|
18
|
Verus Capital Partners
Scottsdale,
Arizona
|
$264K
|
+$26.6K
|
+1,547
|
+11%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$63.7K
|
+$10.9K
|
+636
|
+20%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$16.9K
|
-$12K
|
-700
|
-41%
|
|
|
21
|
New England Asset Management
Farmington,
Connecticut
|
$5.07K
|
–
|
–
|
–
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$4.38K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$17
|
+$17
|
+1
|
New
|
|
|
24
|
|
–
|
-$408K
|
-23,193
|
Closed
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$381K
|
-21,687
|
Closed
|
|
