|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$89.5M
|
+$1.55M
|
+44,737
|
+2%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$69M
|
+$5.71M
|
+164,304
|
+9%
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$23.6M
|
-$849K
|
-24,431
|
-4%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.4M
|
+$302K
|
+8,686
|
+2%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.1M
|
+$1.55M
|
+44,461
|
+16%
|
|
|
6
|
|
$5.03M
|
+$4.58M
|
+131,923
|
+940%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.16M
|
+$4.2M
|
+120,888
|
New
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.07M
|
+$389K
|
+11,186
|
+14%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$1.61M
|
+$1.63M
|
+46,816
|
New
|
|
|
10
|
Fermata Advisors
Sonoma,
California
|
$1.04M
|
+$608K
|
+17,493
|
+137%
|
|
|
11
|
RHS Financial
San Francisco,
California
|
$865K
|
-$28.8K
|
-830
|
-3%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$746K
|
+$753K
|
+21,657
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$707K
|
+$29.8K
|
+858
|
+4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$449K
|
+$13.7K
|
+393
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$395K
|
+$20.1K
|
+579
|
+5%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$293K
|
-$60.2K
|
-1,732
|
-17%
|
|
|
17
|
Avion Wealth
The Woodlands,
Texas
|
$290K
|
–
|
–
|
–
|
|
|
18
|
Empirical Finance
Havertown,
Pennsylvania
|
$216K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$13.8K
|
+$13.9K
|
+400
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$34
|
-$382
|
-11
|
-92%
|
|
