|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$109M
|
+$1.63M
|
+44,470
|
+2%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$79.5M
|
+$2.77M
|
+75,679
|
+4%
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$26.7M
|
+$1.05M
|
+28,798
|
+4%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.8M
|
+$979K
|
+26,769
|
+5%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.6M
|
+$397K
|
+10,846
|
+2%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.53M
|
+$406K
|
+11,084
|
+5%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$7.77M
|
-$10.7K
|
-293
|
-0.1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.99M
|
-$141K
|
-3,867
|
-5%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.75M
|
+$2.13M
|
+58,240
|
+336%
|
|
|
10
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.17M
|
+$469K
|
+12,823
|
+27%
|
|
|
11
|
|
$1.64M
|
-$2.81M
|
-76,795
|
-63%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$1.27M
|
+$12K
|
+327
|
+0.9%
|
|
|
13
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.15M
|
+$1.12M
|
+30,588
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.04M
|
+$15.3K
|
+418
|
+1%
|
|
|
15
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$848K
|
-$37.2K
|
-1,016
|
-4%
|
|
|
16
|
IHT Wealth Management
Chicago,
Illinois
|
$812K
|
+$98.9K
|
+2,702
|
+14%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$413K
|
-$102K
|
-2,791
|
-20%
|
|
|
18
|
Avion Wealth
The Woodlands,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
19
|
Empirical Finance
Havertown,
Pennsylvania
|
$228K
|
–
|
–
|
–
|
|
|
20
|
Cardiff Park Advisors
Carlsbad,
California
|
$104K
|
+$1.28K
|
+35
|
+1%
|
|
|
21
|
|
$17.7K
|
+$37
|
+1
|
+0.2%
|
|
|
22
|
Avior Wealth Management
Omaha,
Nebraska
|
$12.8K
|
–
|
–
|
–
|
|
|
23
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$7.1K
|
+$7.13K
|
+195
|
New
|
|
|
24
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.02K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$910
|
+$915
|
+25
|
New
|
|
