|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$104M
|
+$3.54M
|
+107,662
|
+4%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$74M
|
+$440K
|
+13,382
|
+0.7%
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$24.2M
|
+$180K
|
+5,482
|
+0.8%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.9M
|
+$4.01M
|
+122,005
|
+30%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.8M
|
+$1.56M
|
+47,582
|
+12%
|
|
|
6
|
Professional Financial Advisors
North Platte,
Nebraska
|
$5.01M
|
+$456K
|
+13,888
|
+11%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.53M
|
+$114K
|
+3,464
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.75M
|
+$1.5M
|
+45,681
|
+146%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.34M
|
+$1.23M
|
+37,412
|
New
|
|
|
10
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.31M
|
+$1.21M
|
+36,755
|
New
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$1.2M
|
+$50.7K
|
+1,543
|
+5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$965K
|
+$185K
|
+5,633
|
+26%
|
|
|
13
|
|
$916K
|
-$1.35M
|
-40,964
|
-62%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$794K
|
+$731K
|
+22,238
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$495K
|
+$24.8K
|
+756
|
+6%
|
|
|
16
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$308K
|
+$284K
|
+8,631
|
New
|
|
|
17
|
Avion Wealth
The Woodlands,
Texas
|
$301K
|
–
|
–
|
–
|
|
|
18
|
Empirical Finance
Havertown,
Pennsylvania
|
$224K
|
–
|
–
|
–
|
|
|
19
|
Cardiff Park Advisors
Carlsbad,
California
|
$98.8K
|
+$90.9K
|
+2,767
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$17K
|
+$15.6K
|
+475
|
New
|
|
|
21
|
|
$51
|
+$33
|
+1
|
New
|
|
|
22
|
RHS Financial
San Francisco,
California
|
–
|
-$324K
|
-10,149
|
Closed
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$211K
|
-6,607
|
Closed
|
|
|
24
|
|
–
|
-$208K
|
-6,525
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$287
|
-9
|
Closed
|
|
