|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$146M
|
+$619K
|
+13,349
|
+0.4%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$115M
|
+$1M
|
+21,654
|
+0.9%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23.5M
|
-$31.7K
|
-684
|
-0.1%
|
|
|
4
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.4M
|
+$541K
|
+11,654
|
+4%
|
|
|
5
|
WJ Interests
Sugar Land,
Texas
|
$14.3M
|
-$17.6M
|
-379,349
|
-55%
|
|
|
6
|
46 Peaks LLC
Newtown,
Pennsylvania
|
$12.8M
|
-$283K
|
-6,104
|
-2%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$12M
|
+$961K
|
+20,721
|
+9%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$9.01M
|
+$5.72M
|
+123,270
|
+176%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.74M
|
+$394K
|
+8,490
|
+12%
|
|
|
10
|
|
$3.62M
|
+$615K
|
+13,254
|
+21%
|
|
|
11
|
|
$3.18M
|
-$2.27M
|
-48,994
|
-42%
|
|
|
12
|
AQR Capital Management
Greenwich,
Connecticut
|
$3.16M
|
+$278K
|
+5,992
|
+10%
|
|
|
13
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.42M
|
+$2.41M
|
+51,958
|
New
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$2.41M
|
-$66.9K
|
-1,443
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.57M
|
+$183K
|
+3,939
|
+13%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.38M
|
+$1.37M
|
+29,598
|
New
|
|
|
17
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1.27M
|
+$134K
|
+2,896
|
+12%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$1.2M
|
-$29.6K
|
-639
|
-2%
|
|
|
19
|
|
$1.07M
|
-$270K
|
-5,823
|
-20%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$873K
|
-$6.91K
|
-149
|
-0.8%
|
|
|
21
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$726K
|
-$204K
|
-4,396
|
-22%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$588K
|
-$5.16M
|
-111,350
|
-90%
|
|
|
23
|
Avion Wealth
The Woodlands,
Texas
|
$393K
|
–
|
–
|
–
|
|
|
24
|
SteelPeak Wealth
Woodland Hills,
California
|
$309K
|
+$19.4K
|
+418
|
+7%
|
|
|
25
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$241K
|
+$239K
|
+5,163
|
New
|
|
