|
1
|
|
$293M
|
-$9.24M
|
-201,721
|
-3%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$18.5M
|
-$462K
|
-10,081
|
-2%
|
|
|
3
|
Halpern Financial
Ashburn,
Virginia
|
$8.87M
|
+$613K
|
+13,391
|
+7%
|
|
|
4
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$5.34M
|
-$4.3K
|
-94
|
-0.1%
|
|
|
5
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$4.56M
|
-$390K
|
-8,515
|
-8%
|
|
|
6
|
|
$3.94M
|
-$1.08M
|
-23,642
|
-21%
|
|
|
7
|
Sage Rhino Capital
Menlo Park,
California
|
$2.68M
|
-$211K
|
-4,614
|
-7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.92M
|
+$521K
|
+11,375
|
+36%
|
|
|
9
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$1.36M
|
+$150K
|
+3,266
|
+12%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
-$7.46K
|
-163
|
-0.6%
|
|
|
11
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.14M
|
+$165K
|
+3,601
|
+17%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.03M
|
+$1.04M
|
+22,685
|
New
|
|
|
13
|
Citizens Financial Group
Providence,
Rhode Island
|
$586K
|
+$5.45K
|
+119
|
+0.9%
|
|
|
14
|
Stone Summit Wealth
Miami,
Florida
|
$573K
|
+$59.3K
|
+1,295
|
+11%
|
|
|
15
|
Flow Traders U.S.
New York
|
$477K
|
-$188K
|
-4,097
|
-28%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$418K
|
+$6.96K
|
+152
|
+2%
|
|
|
17
|
KB Financial Partners
Princeton,
New Jersey
|
$411K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$400K
|
-$87.6K
|
-1,914
|
-18%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$378K
|
+$29.1K
|
+635
|
+8%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$366K
|
+$29.2K
|
+638
|
+9%
|
|
|
21
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$312K
|
+$316K
|
+6,911
|
New
|
|
|
22
|
Gradient Capital Advisors
San Diego,
California
|
$287K
|
+$870
|
+19
|
+0.3%
|
|
|
23
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$239K
|
+$243K
|
+5,296
|
New
|
|
|
24
|
Realta Investment Advisors
Wilmington,
Delaware
|
$226K
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$213K
|
+$46
|
+1
|
+0%
|
|
