|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$134M
|
-$1M
|
-24,068
|
-0.8%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$104M
|
+$1.74M
|
+41,730
|
+2%
|
|
|
3
|
Stenger Family Office
Naperville,
Illinois
|
$43.4M
|
+$2.7M
|
+64,674
|
+8%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.4M
|
+$4.07M
|
+97,439
|
+13%
|
|
|
5
|
WJ Interests
Sugar Land,
Texas
|
$30M
|
-$1.08M
|
-25,980
|
-4%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.6M
|
-$1.73M
|
-41,552
|
-8%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.3M
|
+$282K
|
+6,751
|
+2%
|
|
|
8
|
Professional Financial Advisors
North Platte,
Nebraska
|
$11.3M
|
+$591K
|
+14,155
|
+6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.54M
|
+$5.74M
|
+137,385
|
+220%
|
|
|
10
|
|
$3.82M
|
-$1.17M
|
-28,048
|
-24%
|
|
|
11
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.39M
|
+$27.6K
|
+662
|
+1%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$2.13M
|
+$168K
|
+4,030
|
+9%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$1.09M
|
+$292
|
+7
|
+0%
|
|
|
14
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$975K
|
-$66.1K
|
-1,584
|
-6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$859K
|
-$246K
|
-5,897
|
-23%
|
|
|
16
|
|
$543K
|
+$530K
|
+12,699
|
New
|
|
|
17
|
Avion Wealth
The Woodlands,
Texas
|
$360K
|
–
|
–
|
–
|
|
|
18
|
|
$274K
|
+$268K
|
+6,410
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$262K
|
+$107K
|
+2,575
|
+71%
|
|
|
20
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$259K
|
-$11K
|
-264
|
-4%
|
|
|
21
|
Barnes Wealth Management Group
Bakersfield,
California
|
$220K
|
+$125
|
+3
|
+0.1%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$203K
|
-$80.4K
|
-1,927
|
-29%
|
|
|
23
|
Strategic Wealth Partners
Independence,
Ohio
|
$150K
|
+$146K
|
+3,504
|
New
|
|
|
24
|
|
$140K
|
-$133K
|
-3,189
|
-49%
|
|
|
25
|
Cardiff Park Advisors
Carlsbad,
California
|
$122K
|
–
|
–
|
–
|
|
