|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$119M
|
+$1.5M
|
+39,621
|
+1%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$86.7M
|
+$1.04M
|
+27,538
|
+1%
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$27.8M
|
-$871K
|
-22,965
|
-3%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.7M
|
+$3.03M
|
+79,986
|
+13%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.6M
|
+$696K
|
+18,371
|
+4%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$9.52M
|
+$311K
|
+8,217
|
+4%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$8.29M
|
-$83.2K
|
-2,196
|
-1%
|
|
|
8
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.25M
|
-$91.9K
|
-2,423
|
-4%
|
|
|
9
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.87M
|
+$718K
|
+18,933
|
+62%
|
|
|
10
|
Fermata Advisors
Sonoma,
California
|
$1.46M
|
+$87.3K
|
+2,303
|
+7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.37M
|
-$1.79M
|
-47,225
|
-58%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
-$8.98K
|
-237
|
-0.8%
|
|
|
13
|
|
$914K
|
-$828K
|
-21,837
|
-48%
|
|
|
14
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$881K
|
-$31.4K
|
-827
|
-4%
|
|
|
15
|
IHT Wealth Management
Chicago,
Illinois
|
$857K
|
+$42.4K
|
+1,119
|
+5%
|
|
|
16
|
|
$789K
|
+$762K
|
+20,114
|
New
|
|
|
17
|
Morton Capital Management
Calabasas,
California
|
$660K
|
+$637K
|
+16,816
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$435K
|
-$9.63K
|
-254
|
-2%
|
|
|
19
|
Avion Wealth
The Woodlands,
Texas
|
$331K
|
–
|
–
|
–
|
|
|
20
|
Empirical Finance
Havertown,
Pennsylvania
|
$246K
|
–
|
–
|
–
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$238K
|
+$230K
|
+6,062
|
New
|
|
|
22
|
|
$147K
|
+$142K
|
+3,735
|
New
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
$112K
|
–
|
–
|
–
|
|
|
24
|
|
$19K
|
–
|
–
|
–
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$8.51K
|
-$5.08K
|
-134
|
-38%
|
|
