|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$21.4M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$423K
|
+24,833
|
+3%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.64M
|
+$3.89M
|
+227,953
|
+532%
|
|
|
4
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.54M
|
-$72.1K
|
-4,228
|
-2%
|
|
|
5
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.24M
|
-$3.61M
|
-211,511
|
-62%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$2.11M
|
-$365K
|
-21,432
|
-15%
|
|
|
7
|
Natural Investments
Windsor,
California
|
$1.94M
|
+$394K
|
+23,104
|
+26%
|
|
|
8
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.22M
|
–
|
–
|
–
|
|
|
9
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.01M
|
+$348K
|
+20,428
|
+53%
|
|
|
10
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$839K
|
+$834K
|
+48,952
|
New
|
|
|
11
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$609K
|
+$368K
|
+21,594
|
+154%
|
|
|
12
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$570K
|
+$153K
|
+8,977
|
+37%
|
|
|
13
|
Skyline Advisors
Bellingham,
Washington
|
$570K
|
+$84.2K
|
+4,940
|
+17%
|
|
|
14
|
|
$435K
|
-$811K
|
-47,560
|
-65%
|
|
|
15
|
Abacus Wealth Partners
Santa Monica,
California
|
$432K
|
-$811K
|
-47,560
|
-65%
|
|
|
16
|
Flow Traders U.S.
New York
|
$381K
|
+$379K
|
+22,249
|
New
|
|
|
17
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$345K
|
+$188
|
+11
|
+0.1%
|
|
|
18
|
PFG Investments
Woodbury,
New York
|
$330K
|
+$46.1K
|
+2,707
|
+16%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$314K
|
+$70.3K
|
+4,123
|
+29%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$278K
|
-$3.63M
|
-212,947
|
-93%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$278K
|
+$24.5K
|
+1,439
|
+10%
|
|
|
22
|
|
$265K
|
-$42.7K
|
-2,504
|
-14%
|
|
|
23
|
OneAscent Family Office
Birmingham,
Alabama
|
$191K
|
+$190K
|
+11,130
|
New
|
|
|
24
|
|
$174K
|
-$459K
|
-26,927
|
-73%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$172K
|
+$171K
|
+10,031
|
New
|
|
