|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$229M
|
+$55.1M
|
+1,678,625
|
+32%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
+$12.5M
|
+381,151
|
New
|
|
|
3
|
Ford Financial Group
Fresno,
California
|
$7.66M
|
+$68.7K
|
+2,096
|
+0.9%
|
|
|
4
|
RHS Financial
San Francisco,
California
|
$3.16M
|
+$326K
|
+9,944
|
+12%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.87M
|
+$1.16M
|
+35,374
|
+70%
|
|
|
6
|
Venturi Wealth Management
Austin,
Texas
|
$2.66M
|
+$2.62M
|
+80,000
|
New
|
|
|
7
|
Sunbelt Securities
Houston,
Texas
|
$2.33M
|
+$125K
|
+3,812
|
+6%
|
|
|
8
|
TRUADVICE
Sarasota,
Florida
|
$2.29M
|
+$2.23M
|
+68,092
|
New
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.38M
|
-$34.6K
|
-1,054
|
-2%
|
|
|
10
|
Insight Wealth Strategies
San Ramon,
California
|
$1.03M
|
+$160K
|
+4,891
|
+19%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$936K
|
+$164K
|
+4,995
|
+22%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$716K
|
+$705K
|
+21,500
|
New
|
|
|
13
|
Rational Advisors
Huntington,
New York
|
$704K
|
+$121K
|
+3,692
|
+21%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$686K
|
+$196K
|
+5,965
|
+41%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$685K
|
+$675K
|
+20,582
|
New
|
|
|
16
|
Pacific Capital Wealth Advisors
Corona,
California
|
$655K
|
+$646K
|
+19,692
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$526K
|
+$452K
|
+13,775
|
+678%
|
|
|
18
|
Western Wealth Management
Golden,
Colorado
|
$484K
|
+$477K
|
+14,549
|
New
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$453K
|
+$446K
|
+13,600
|
New
|
|
|
20
|
Menlo Advisors
Menlo Park,
California
|
$428K
|
–
|
–
|
–
|
|
|
21
|
Doliver Advisors
Houston,
Texas
|
$426K
|
+$420K
|
+12,791
|
New
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$319K
|
+$314K
|
+9,572
|
New
|
|
|
23
|
BNP Paribas Financial Markets
Paris,
France
|
$308K
|
+$88.5K
|
+2,697
|
+41%
|
|
|
24
|
Optimum Investment Advisors
Chicago,
Illinois
|
$164K
|
+$161K
|
+4,923
|
New
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$86K
|
+$84.6K
|
+2,578
|
New
|
|
