|
1
|
Mather Group
Chicago,
Illinois
|
$11.2M
|
+$1.4M
|
+30,491
|
+15%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.52M
|
-$388K
|
-8,449
|
-5%
|
|
|
3
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.55M
|
+$28.1K
|
+613
|
+0.5%
|
|
|
4
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.58M
|
+$77.8K
|
+1,696
|
+3%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$2.45M
|
+$625K
|
+13,632
|
+37%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.13M
|
+$216K
|
+4,707
|
+12%
|
|
|
7
|
Drive Wealth Management
Lehi,
Utah
|
$1.09M
|
-$37.2K
|
-812
|
-3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$303K
|
-$2.34K
|
-51
|
-0.8%
|
|
|
9
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$277K
|
-$39.9K
|
-869
|
-13%
|
|
|
10
|
AQR Capital Management
Greenwich,
Connecticut
|
$262K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.1K
|
+$24.9K
|
+542
|
+192%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$10.9K
|
–
|
–
|
–
|
|
|
13
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$3.11K
|
+$2.94K
|
+64
|
New
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.67K
|
+$1.56K
|
+34
|
New
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.65K
|
–
|
–
|
–
|
|
|
16
|
Strategic Wealth Partners
Independence,
Ohio
|
$119
|
–
|
–
|
–
|
|
|
17
|
|
$57
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$49
|
+$46
|
+1
|
New
|
|
|
19
|
|
–
|
-$1.89M
|
-47,447
|
Closed
|
|
|
20
|
|
–
|
-$427K
|
-10,751
|
Closed
|
|
|
21
|
Cardiff Park Advisors
Carlsbad,
California
|
–
|
-$74K
|
-1,861
|
Closed
|
|
