|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$79.8M
|
+$29.3M
|
+968,689
|
+63%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$56.4M
|
+$53.8M
|
+1,778,748
|
New
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$18M
|
+$587K
|
+19,403
|
+4%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.4M
|
+$9.15M
|
+302,574
|
+348%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.15M
|
+$7.76M
|
+256,827
|
New
|
|
|
6
|
|
$3.99M
|
+$1.1M
|
+36,396
|
+41%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.15M
|
+$3M
|
+99,327
|
New
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.57M
|
+$1.5M
|
+49,547
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$1.31M
|
-$3.94M
|
-130,197
|
-76%
|
|
|
10
|
Fermata Advisors
Sonoma,
California
|
$1.2M
|
-$275K
|
-9,098
|
-19%
|
|
|
11
|
RHS Financial
San Francisco,
California
|
$847K
|
-$10.4K
|
-343
|
-1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$473K
|
+$225K
|
+7,446
|
+99%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$372K
|
+$114K
|
+3,767
|
+47%
|
|
|
14
|
Empirical Finance
Havertown,
Pennsylvania
|
$297K
|
+$283K
|
+9,349
|
New
|
|
|
15
|
Avion Wealth
The Woodlands,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$16.4K
|
-$1.54K
|
-51
|
-9%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3K
|
+$3.27K
|
+108
|
New
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$32
|
-$484
|
-16
|
-94%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$264K
|
-9,725
|
Closed
|
|
