|
1
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.8M
|
-$135K
|
-3,611
|
-2%
|
|
|
2
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.33M
|
-$125K
|
-3,340
|
-3%
|
|
|
3
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.69M
|
+$31.8K
|
+849
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.3M
|
+$25.7K
|
+687
|
+2%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.08M
|
+$78.7K
|
+2,103
|
+8%
|
|
|
6
|
Drive Wealth Management
Lehi,
Utah
|
$772K
|
+$74.2K
|
+1,984
|
+11%
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
$305K
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$274K
|
-$59.1K
|
-1,580
|
-18%
|
|
|
9
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$252K
|
-$53.6K
|
-1,433
|
-18%
|
|
|
10
|
|
$221K
|
-$205K
|
-5,476
|
-48%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$214K
|
-$427K
|
-11,405
|
-67%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$209K
|
+$207K
|
+5,533
|
New
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$117K
|
+$116K
|
+3,092
|
New
|
|
|
14
|
Cardiff Park Advisors
Carlsbad,
California
|
$70.2K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7K
|
–
|
–
|
–
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.28K
|
–
|
–
|
–
|
|
|
17
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.75K
|
-$49.3K
|
-1,317
|
-97%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.28K
|
–
|
–
|
–
|
|
|
19
|
|
$63
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$38
|
+$37
|
+1
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$254
|
-7
|
Closed
|
|
