|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$244M
|
-$44M
|
-1,019,060
|
-16%
|
|
|
2
|
Rational Advisors
Huntington,
New York
|
$79M
|
+$15M
|
+346,791
|
+24%
|
|
|
3
|
SYM Financial Corp
Winona Lake,
Indiana
|
$59.7M
|
+$58.2M
|
+1,346,195
|
New
|
|
|
4
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$24.4M
|
+$23.8M
|
+550,000
|
New
|
|
|
5
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$23.9M
|
+$23.3M
|
+538,383
|
New
|
|
|
6
|
ACT Advisors
Asheville,
North Carolina
|
$15.3M
|
+$13.1M
|
+303,735
|
+736%
|
|
|
7
|
Fermata Advisors
Sonoma,
California
|
$10.8M
|
+$9.56M
|
+221,225
|
+993%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$10.6M
|
-$177K
|
-4,098
|
-2%
|
|
|
9
|
RHS Financial
San Francisco,
California
|
$8.75M
|
+$342K
|
+7,914
|
+4%
|
|
|
10
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$7.59M
|
-$2.68M
|
-62,094
|
-27%
|
|
|
11
|
BNP Paribas Financial Markets
Paris,
France
|
$6.57M
|
-$20.1M
|
-465,494
|
-76%
|
|
|
12
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$6.42M
|
-$187K
|
-4,331
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.61M
|
+$2.25M
|
+51,988
|
+70%
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$5.28M
|
+$1.99M
|
+46,132
|
+63%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.55M
|
+$2.24M
|
+51,793
|
+102%
|
|
|
16
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$4.43M
|
+$4.32M
|
+100,000
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.47M
|
+$205K
|
+4,748
|
+6%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.14M
|
-$440K
|
-10,175
|
-13%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.64M
|
+$203K
|
+4,698
|
+9%
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$2.47M
|
-$118K
|
-2,737
|
-5%
|
|
|
21
|
HB Wealth Management
Atlanta,
Georgia
|
$2.38M
|
+$2.32M
|
+53,766
|
New
|
|
|
22
|
Sunbelt Securities
Houston,
Texas
|
$2.33M
|
+$489K
|
+11,310
|
+25%
|
|
|
23
|
Ford Financial Group
Fresno,
California
|
$2.29M
|
-$350K
|
-8,102
|
-14%
|
|
|
24
|
BlackDiamond Wealth Management
New York
|
$1.8M
|
+$1.76M
|
+40,702
|
New
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.76M
|
+$283K
|
+6,550
|
+20%
|
|
