|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.26M
|
+$108K
|
+3,766
|
+2%
|
|
|
2
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.91M
|
+$112K
|
+3,896
|
+4%
|
|
|
3
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.83M
|
+$42.4K
|
+1,476
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.79M
|
-$73.7K
|
-2,566
|
-4%
|
|
|
5
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.05M
|
-$30.6M
|
-1,063,561
|
-97%
|
|
|
6
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$729K
|
+$682K
|
+23,756
|
New
|
|
|
7
|
Drive Wealth Management
Lehi,
Utah
|
$640K
|
+$55.9K
|
+1,946
|
+10%
|
|
|
8
|
|
$460K
|
-$182K
|
-6,340
|
-29%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$447K
|
+$436K
|
+15,181
|
New
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$414K
|
+$403K
|
+14,038
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$361K
|
+$5.69K
|
+198
|
+2%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$343K
|
-$812K
|
-28,263
|
-71%
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$241K
|
-$20.6K
|
-716
|
-8%
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$204K
|
+$199K
|
+6,923
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$118K
|
-$122K
|
-4,261
|
-52%
|
|
|
16
|
Cardiff Park Advisors
Carlsbad,
California
|
$54.8K
|
+$1.67K
|
+58
|
+3%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$29
|
-$1.44K
|
-50
|
-98%
|
|
|
18
|
Denver PWM
Denver,
Colorado
|
–
|
-$1.01M
|
-34,114
|
Closed
|
|
