|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.46億
|
+$61.9万
|
+13,349
|
+0.4%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1.15億
|
+$100万
|
+21,654
|
+0.9%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2353万
|
-$3.17万
|
-684
|
-0.1%
|
|
|
4
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1440万
|
+$54.1万
|
+11,654
|
+4%
|
|
|
5
|
WJ Interests
Sugar Land,
Texas
|
$1432万
|
-$1759万
|
-379,349
|
-55%
|
|
|
6
|
46 Peaks LLC
Newtown,
Pennsylvania
|
$1283万
|
-$28.3万
|
-6,104
|
-2%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1205万
|
+$96.1万
|
+20,721
|
+9%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$901万
|
+$572万
|
+123,270
|
+176%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$374万
|
+$39.4万
|
+8,490
|
+12%
|
|
|
10
|
|
$362万
|
+$61.5万
|
+13,254
|
+21%
|
|
|
11
|
|
$318万
|
-$227万
|
-48,994
|
-42%
|
|
|
12
|
AQR Capital Management
Greenwich,
Connecticut
|
$316万
|
+$27.8万
|
+5,992
|
+10%
|
|
|
13
|
Regions Financial Corp
Birmingham,
Alabama
|
$242万
|
+$241万
|
+51,958
|
新規
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$241万
|
-$6.69万
|
-1,443
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$157万
|
+$18.3万
|
+3,939
|
+13%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$138万
|
+$137万
|
+29,598
|
新規
|
|
|
17
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$127万
|
+$13.4万
|
+2,896
|
+12%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$120万
|
-$2.96万
|
-639
|
-2%
|
|
|
19
|
|
$107万
|
-$27万
|
-5,823
|
-20%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$87.3万
|
-$6,911
|
-149
|
-0.8%
|
|
|
21
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$72.6万
|
-$20.4万
|
-4,396
|
-22%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$58.8万
|
-$516万
|
-111,350
|
-90%
|
|
|
23
|
Avion Wealth
The Woodlands,
Texas
|
$39.3万
|
–
|
–
|
–
|
|
|
24
|
SteelPeak Wealth
Woodland Hills,
California
|
$30.9万
|
+$1.94万
|
+418
|
+7%
|
|
|
25
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$24.1万
|
+$23.9万
|
+5,163
|
新規
|
|
