|
1
|
|
$286M
|
-$14.7M
|
-324,477
|
-5%
|
|
|
2
|
Oxford Financial Group
Carmel,
Indiana
|
$17.4M
|
-$1.68M
|
-37,018
|
-9%
|
|
|
3
|
Halpern Financial
Ashburn,
Virginia
|
$9.15M
|
+$26.5K
|
+584
|
+0.3%
|
|
|
4
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$4.58M
|
-$889K
|
-19,582
|
-17%
|
|
|
5
|
Sage Rhino Capital
Menlo Park,
California
|
$2.66M
|
-$97.8K
|
-2,154
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.8M
|
-$174K
|
-3,840
|
-9%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
-$7.99K
|
-176
|
-0.6%
|
|
|
8
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$1.24M
|
-$156K
|
-3,441
|
-11%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.22M
|
+$44.6K
|
+982
|
+4%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.06M
|
–
|
–
|
–
|
|
|
11
|
|
$908K
|
-$3.07M
|
-67,648
|
-78%
|
|
|
12
|
Citizens Financial Group
Providence,
Rhode Island
|
$608K
|
+$5.45K
|
+120
|
+0.9%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$375K
|
+$366K
|
+8,063
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$319K
|
-$69.1K
|
-1,521
|
-18%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$306K
|
-$68.8K
|
-1,516
|
-19%
|
|
|
16
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$287K
|
-$33.9K
|
-746
|
-11%
|
|
|
17
|
Realta Investment Advisors
Wilmington,
Delaware
|
$255K
|
+$26.4K
|
+581
|
+12%
|
|
|
18
|
Gradient Capital Advisors
San Diego,
California
|
$237K
|
-$56.3K
|
-1,241
|
-20%
|
|
|
19
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$200K
|
-$44.8K
|
-987
|
-19%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$174K
|
-$232K
|
-5,120
|
-58%
|
|
|
21
|
Centaurus Financial
Anaheim,
California
|
$160K
|
-$45.4K
|
-999
|
-22%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$111K
|
+$4.95K
|
+109
|
+5%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$88.3K
|
-$28.2K
|
-621
|
-25%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46.6K
|
+$45.4K
|
+1,000
|
New
|
|
|
25
|
|
$39.8K
|
-$18.6K
|
-410
|
-32%
|
|
