|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$138M
|
-$150K
|
-3,440
|
-0.1%
|
|
|
2
|
SYM Financial Corp
Winona Lake,
Indiana
|
$107M
|
+$247K
|
+5,640
|
+0.2%
|
|
|
3
|
Stenger Family Office
Naperville,
Illinois
|
$47.8M
|
+$3.93M
|
+89,854
|
+10%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.3M
|
+$718K
|
+16,403
|
+2%
|
|
|
5
|
WJ Interests
Sugar Land,
Texas
|
$29.2M
|
-$1.74M
|
-39,795
|
-6%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.4M
|
+$179K
|
+4,094
|
+0.8%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$13.1M
|
+$331K
|
+7,571
|
+3%
|
|
|
8
|
46 Peaks LLC
Newtown,
Pennsylvania
|
$12.1M
|
+$12M
|
+275,151
|
New
|
|
|
9
|
Professional Financial Advisors
North Platte,
Nebraska
|
$12M
|
+$280K
|
+6,398
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.34M
|
-$3.44M
|
-78,715
|
-39%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.56M
|
+$4.52M
|
+103,317
|
New
|
|
|
12
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.85M
|
+$379K
|
+8,668
|
+16%
|
|
|
13
|
Fermata Advisors
Sonoma,
California
|
$2.43M
|
+$234K
|
+5,352
|
+11%
|
|
|
14
|
|
$2.2M
|
+$1.62M
|
+37,119
|
+292%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$1.14M
|
+$10.9K
|
+249
|
+1%
|
|
|
16
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1.03M
|
+$19.9K
|
+455
|
+2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$863K
|
+$584K
|
+13,344
|
+214%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$851K
|
-$34.6K
|
-792
|
-4%
|
|
|
19
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$839K
|
+$832K
|
+19,019
|
New
|
|
|
20
|
IHT Wealth Management
Chicago,
Illinois
|
$675K
|
+$624K
|
+14,259
|
New
|
|
|
21
|
Avion Wealth
The Woodlands,
Texas
|
$371K
|
–
|
–
|
–
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$349K
|
+$346K
|
+7,907
|
New
|
|
|
23
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$250K
|
-$20.9K
|
-478
|
-8%
|
|
|
24
|
Barnes Wealth Management Group
Bakersfield,
California
|
$227K
|
+$481
|
+11
|
+0.2%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$220K
|
+$10.7K
|
+244
|
+5%
|
|
