|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$129M
|
+$236K
|
+6,034
|
+0.2%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$97.9M
|
+$257K
|
+6,566
|
+0.3%
|
|
|
3
|
Stenger Family Office
Naperville,
Illinois
|
$40M
|
+$31.2M
|
+795,769
|
New
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.8M
|
+$1.47M
|
+37,458
|
+5%
|
|
|
5
|
WJ Interests
Sugar Land,
Texas
|
$29.8M
|
-$777K
|
-19,846
|
-3%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.5M
|
-$29K
|
-741
|
-0.1%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$11.6M
|
-$48.2K
|
-1,230
|
-0.4%
|
|
|
8
|
Professional Financial Advisors
North Platte,
Nebraska
|
$10.3M
|
+$528K
|
+13,470
|
+6%
|
|
|
9
|
|
$4.81M
|
+$3.03M
|
+77,297
|
+193%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.56M
|
+$502K
|
+12,823
|
+26%
|
|
|
11
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.26M
|
-$153K
|
-3,917
|
-7%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$1.87M
|
+$375K
|
+9,571
|
+27%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
-$68.7K
|
-1,754
|
-6%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$1.05M
|
+$64.1K
|
+1,636
|
+7%
|
|
|
15
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$997K
|
+$46.5K
|
+1,188
|
+5%
|
|
|
16
|
Avion Wealth
The Woodlands,
Texas
|
$345K
|
–
|
–
|
–
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$273K
|
-$84K
|
-2,144
|
-24%
|
|
|
18
|
|
$265K
|
+$219K
|
+5,578
|
+622%
|
|
|
19
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$257K
|
-$69.3K
|
-1,769
|
-22%
|
|
|
20
|
Barnes Wealth Management Group
Bakersfield,
California
|
$211K
|
+$202K
|
+5,146
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$150K
|
+$4.47K
|
+114
|
+3%
|
|
|
22
|
Cardiff Park Advisors
Carlsbad,
California
|
$117K
|
–
|
–
|
–
|
|
|
23
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$20.3K
|
–
|
–
|
–
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$14.6K
|
-$13.6K
|
-347
|
-49%
|
|
|
25
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$13K
|
+$12.4K
|
+316
|
New
|
|
