|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$110M
|
+$3.44M
|
+93,712
|
+3%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$83.2M
|
+$5.76M
|
+156,791
|
+7%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.3M
|
+$1.53M
|
+41,691
|
+6%
|
|
|
4
|
WJ Interests
Sugar Land,
Texas
|
$24.9M
|
-$8.59K
|
-234
|
-0%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.4M
|
+$727K
|
+19,785
|
+4%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$9.82M
|
+$1.36M
|
+37,026
|
+15%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$7.72M
|
+$311K
|
+8,464
|
+4%
|
|
|
8
|
|
$3.51M
|
+$2.82M
|
+76,705
|
+329%
|
|
|
9
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.85M
|
-$171K
|
-4,655
|
-8%
|
|
|
10
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.63M
|
-$86K
|
-2,342
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.44M
|
+$224K
|
+6,096
|
+18%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$1.24M
|
-$66K
|
-1,797
|
-5%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$985K
|
-$9.07K
|
-247
|
-0.9%
|
|
|
14
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$808K
|
+$14.6K
|
+398
|
+2%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$521K
|
+$544K
|
+14,819
|
New
|
|
|
16
|
Morton Capital Management
Calabasas,
California
|
$478K
|
-$117K
|
-3,198
|
-19%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$398K
|
+$417K
|
+11,342
|
New
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$359K
|
+$375K
|
+10,213
|
New
|
|
|
19
|
IHT Wealth Management
Chicago,
Illinois
|
$308K
|
-$532K
|
-14,477
|
-62%
|
|
|
20
|
Avion Wealth
The Woodlands,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$229K
|
+$16.5K
|
+450
|
+7%
|
|
|
22
|
Cardiff Park Advisors
Carlsbad,
California
|
$100K
|
–
|
–
|
–
|
|
|
23
|
|
$16.8K
|
-$294
|
-8
|
-2%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$9.45K
|
+$9.88K
|
+269
|
New
|
|
|
25
|
Avior Wealth Management
Omaha,
Nebraska
|
$7.62K
|
–
|
–
|
–
|
|
