|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$89.4M
|
+$6.69M
|
+198,302
|
+8%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$65.7M
|
+$1.88M
|
+55,668
|
+3%
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$21.5M
|
+$84.3K
|
+2,501
|
+0.4%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13M
|
+$2.88M
|
+85,384
|
+26%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.6M
|
+$1.18M
|
+34,869
|
+10%
|
|
|
6
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.04M
|
+$187K
|
+5,550
|
+5%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.05M
|
+$214K
|
+6,341
|
+7%
|
|
|
8
|
|
$2.13M
|
-$2.68M
|
-79,360
|
-54%
|
|
|
9
|
Fermata Advisors
Sonoma,
California
|
$1.03M
|
+$62.9K
|
+1,865
|
+6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1M
|
+$365K
|
+10,831
|
+53%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$683K
|
+$334K
|
+9,899
|
+86%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$418K
|
+$2.36K
|
+70
|
+0.5%
|
|
|
13
|
RHS Financial
San Francisco,
California
|
$324K
|
-$504K
|
-14,960
|
-60%
|
|
|
14
|
Avion Wealth
The Woodlands,
Texas
|
$269K
|
–
|
–
|
–
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$211K
|
-$1.36M
|
-40,209
|
-86%
|
|
|
16
|
|
$208K
|
+$220K
|
+6,525
|
New
|
|
|
17
|
Empirical Finance
Havertown,
Pennsylvania
|
$200K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$287
|
+$270
|
+8
|
+800%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$746K
|
-21,657
|
Closed
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$293K
|
-8,509
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$13.8K
|
-400
|
Closed
|
|
