|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$169M
|
-$5.6M
|
-155,216
|
-3%
|
|
|
2
|
Rational Advisors
Huntington,
New York
|
$59M
|
-$27.2M
|
-753,418
|
-30%
|
|
|
3
|
SYM Financial Corp
Winona Lake,
Indiana
|
$50.8M
|
+$1.74M
|
+48,330
|
+3%
|
|
|
4
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$15M
|
–
|
–
|
–
|
|
|
5
|
BNP Paribas Financial Markets
Paris,
France
|
$15M
|
-$9.67M
|
-268,026
|
-37%
|
|
|
6
|
WJ Interests
Sugar Land,
Texas
|
$13.4M
|
+$14.5M
|
+401,585
|
New
|
|
|
7
|
ACT Advisors
Asheville,
North Carolina
|
$11.5M
|
+$103K
|
+2,859
|
+0.8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$173K
|
+4,808
|
+2%
|
|
|
9
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.25M
|
-$186K
|
-5,150
|
-2%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.49M
|
+$3.81M
|
+105,465
|
+88%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$6.59M
|
+$5.88M
|
+162,891
|
+469%
|
|
|
12
|
RHS Financial
San Francisco,
California
|
$6.42M
|
-$547K
|
-15,150
|
-7%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$6.14M
|
+$3.43M
|
+94,977
|
+107%
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$4.81M
|
-$1.32M
|
-36,510
|
-20%
|
|
|
15
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$4.67M
|
+$5.05M
|
+140,000
|
New
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$3.81M
|
-$1.03M
|
-28,444
|
-20%
|
|
|
17
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.34M
|
+$3.44M
|
+95,355
|
+2,028%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$2.78M
|
-$4.62M
|
-128,062
|
-61%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.15M
|
+$2.32M
|
+64,322
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.89M
|
-$891K
|
-24,691
|
-30%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.51M
|
+$1.64M
|
+45,373
|
New
|
|
|
22
|
Sunbelt Securities
Houston,
Texas
|
$1.48M
|
-$238K
|
-6,609
|
-13%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.43M
|
+$10.8K
|
+300
|
+0.7%
|
|
|
24
|
Western Wealth Management
Golden,
Colorado
|
$1.38M
|
-$420K
|
-11,629
|
-22%
|
|
|
25
|
|
$1.33M
|
-$311K
|
-8,612
|
-18%
|
|
