|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$109M
|
+$1.53M
|
+42,640
|
+1%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$78.1M
|
+$1.31M
|
+36,566
|
+2%
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$26.1M
|
+$897K
|
+24,969
|
+4%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.2M
|
+$1.53M
|
+42,644
|
+8%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.5M
|
+$139K
|
+3,884
|
+0.9%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.27M
|
+$4.47M
|
+124,329
|
+126%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$7.92M
|
+$2.64M
|
+73,410
|
+52%
|
|
|
8
|
|
$4.52M
|
+$3.46M
|
+96,293
|
+376%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.18M
|
+$319K
|
+8,883
|
+12%
|
|
|
10
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.74M
|
+$362K
|
+10,090
|
+27%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$1.28M
|
+$31.6K
|
+880
|
+3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.04M
|
+$39.5K
|
+1,099
|
+4%
|
|
|
13
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$901K
|
+$563K
|
+15,679
|
+182%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$720K
|
-$101K
|
-2,802
|
-13%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$642K
|
-$721K
|
-20,082
|
-54%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$641K
|
+$621K
|
+17,285
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$523K
|
+$9.66K
|
+269
|
+2%
|
|
|
18
|
Avion Wealth
The Woodlands,
Texas
|
$313K
|
–
|
–
|
–
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$267K
|
+$258K
|
+7,190
|
New
|
|
|
20
|
Empirical Finance
Havertown,
Pennsylvania
|
$232K
|
–
|
–
|
–
|
|
|
21
|
Cardiff Park Advisors
Carlsbad,
California
|
$105K
|
+$2.08K
|
+58
|
+2%
|
|
|
22
|
|
$17.9K
|
+$17.3K
|
+483
|
+48,300%
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$13K
|
+$12.6K
|
+351
|
New
|
|
|
24
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.04K
|
+$1.01K
|
+28
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$17K
|
-475
|
Closed
|
|
