|
1
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$21.7M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$17.1M
|
+$645K
|
+37,332
|
+4%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.92M
|
+$212K
|
+12,291
|
+5%
|
|
|
4
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.1M
|
-$1.51M
|
-87,431
|
-33%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$2.75M
|
+$601K
|
+34,800
|
+28%
|
|
|
6
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.25M
|
+$7.34K
|
+425
|
+0.6%
|
|
|
7
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.24M
|
+$622K
|
+35,994
|
+101%
|
|
|
8
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$1.01M
|
-$10.3K
|
-595
|
-1%
|
|
|
9
|
Skyline Advisors
Bellingham,
Washington
|
$606K
|
+$26.9K
|
+1,559
|
+5%
|
|
|
10
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$598K
|
+$19.6K
|
+1,137
|
+3%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$370K
|
+$50.7K
|
+2,936
|
+16%
|
|
|
12
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$346K
|
-$4.91K
|
-284
|
-1%
|
|
|
13
|
PFG Investments
Woodbury,
New York
|
$344K
|
+$8.33K
|
+482
|
+3%
|
|
|
14
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$342K
|
-$506K
|
-29,297
|
-60%
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$306K
|
+$24.3K
|
+1,409
|
+9%
|
|
|
16
|
Verus Capital Partners
Scottsdale,
Arizona
|
$295K
|
+$293K
|
+16,970
|
New
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$240K
|
+$238K
|
+13,799
|
New
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$226K
|
-$55.5K
|
-3,210
|
-20%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$174K
|
–
|
–
|
–
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$66.8K
|
+$639
|
+37
|
+1%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.76K
|
+$7.71K
|
+446
|
New
|
|
|
22
|
New England Asset Management
Farmington,
Connecticut
|
$5.22K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$2.97K
|
–
|
–
|
–
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
–
|
-$2.24M
|
-130,926
|
Closed
|
|
|
25
|
Natural Investments
Windsor,
California
|
–
|
-$1.94M
|
-112,989
|
Closed
|
|
