|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$21.2M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$15.8M
|
+$1.23M
|
+72,364
|
+9%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.87M
|
+$80.6K
|
+4,733
|
+1%
|
|
|
4
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.63M
|
+$392K
|
+23,035
|
+9%
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.93M
|
+$56.2K
|
+3,300
|
+1%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$2.48M
|
-$236K
|
-13,845
|
-9%
|
|
|
7
|
Natural Investments
Windsor,
California
|
$1.54M
|
+$96K
|
+5,634
|
+7%
|
|
|
8
|
|
$1.25M
|
+$139K
|
+8,136
|
+13%
|
|
|
9
|
Abacus Wealth Partners
Santa Monica,
California
|
$1.25M
|
+$139K
|
+8,136
|
+13%
|
|
|
10
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.22M
|
+$15.1K
|
+887
|
+1%
|
|
|
11
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$734K
|
+$729K
|
+42,812
|
New
|
|
|
12
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$657K
|
-$5.13K
|
-301
|
-0.8%
|
|
|
13
|
|
$636K
|
+$324K
|
+19,004
|
+105%
|
|
|
14
|
Skyline Advisors
Bellingham,
Washington
|
$486K
|
+$72.4K
|
+4,253
|
+18%
|
|
|
15
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$417K
|
+$17.2K
|
+1,007
|
+4%
|
|
|
16
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$346K
|
-$221
|
-13
|
-0.1%
|
|
|
17
|
|
$308K
|
+$306K
|
+17,976
|
New
|
|
|
18
|
PFG Investments
Woodbury,
New York
|
$284K
|
–
|
–
|
–
|
|
|
19
|
Verus Capital Partners
Scottsdale,
Arizona
|
$269K
|
+$238
|
+14
|
+0.1%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$253K
|
+$251K
|
+14,762
|
New
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$243K
|
+$242K
|
+14,197
|
New
|
|
|
22
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$240K
|
-$100K
|
-5,894
|
-30%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$78.6K
|
+$78K
|
+4,581
|
New
|
|
|
24
|
Financial Network Wealth Management
Draper,
Utah
|
$70K
|
+$68.9K
|
+4,048
|
New
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$64.7K
|
–
|
–
|
–
|
|
