|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$119M
|
+$574K
|
+15,370
|
+0.5%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$90.5M
|
+$541K
|
+14,500
|
+0.6%
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$28.4M
|
+$1.46M
|
+39,044
|
+6%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.1M
|
+$675K
|
+18,073
|
+3%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.9M
|
+$1.11M
|
+29,680
|
+6%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$10.8M
|
+$136K
|
+3,630
|
+1%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$9.02M
|
+$665K
|
+17,824
|
+8%
|
|
|
8
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.25M
|
+$244K
|
+6,526
|
+12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.88M
|
+$323K
|
+8,642
|
+21%
|
|
|
10
|
|
$1.52M
|
-$2.24M
|
-59,892
|
-60%
|
|
|
11
|
Fermata Advisors
Sonoma,
California
|
$1.37M
|
+$27.6K
|
+740
|
+2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.05M
|
-$11K
|
-294
|
-1%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$910K
|
+$342K
|
+9,150
|
+62%
|
|
|
14
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$882K
|
+$12.2K
|
+327
|
+1%
|
|
|
15
|
Morton Capital Management
Calabasas,
California
|
$513K
|
-$3.77K
|
-101
|
-0.7%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$343K
|
-$86.4K
|
-2,313
|
-20%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$335K
|
-$52.3K
|
-1,402
|
-14%
|
|
|
18
|
Avion Wealth
The Woodlands,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
19
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$292K
|
-$1.46M
|
-39,145
|
-83%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$217K
|
-$30.1K
|
-805
|
-12%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$134K
|
+$131K
|
+3,520
|
+19,556%
|
|
|
22
|
Cardiff Park Advisors
Carlsbad,
California
|
$109K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$95.4K
|
+$83.7K
|
+2,243
|
+834%
|
|
|
24
|
|
$34.1K
|
+$15.7K
|
+420
|
+88%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$26.7K
|
+$26.2K
|
+703
|
New
|
|
