|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$157M
|
+$1.76M
|
+50,495
|
+1%
|
|
|
2
|
Rational Advisors
Huntington,
New York
|
$52.3M
|
-$2.09M
|
-60,080
|
-3%
|
|
|
3
|
SYM Financial Corp
Winona Lake,
Indiana
|
$45.7M
|
-$1M
|
-28,812
|
-2%
|
|
|
4
|
WJ Interests
Sugar Land,
Texas
|
$19.7M
|
+$8.46M
|
+243,121
|
+61%
|
|
|
5
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$13.8M
|
–
|
–
|
–
|
|
|
6
|
ACT Advisors
Asheville,
North Carolina
|
$10.4M
|
-$116K
|
-3,338
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$9.55M
|
-$189K
|
-5,427
|
-2%
|
|
|
8
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$8.62M
|
+$4.94M
|
+142,000
|
+101%
|
|
|
9
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$7.68M
|
+$124K
|
+3,562
|
+1%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$7.35M
|
+$1.96M
|
+56,181
|
+31%
|
|
|
11
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.28M
|
+$7.15M
|
+205,487
|
New
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.44M
|
-$1.63M
|
-46,694
|
-21%
|
|
|
13
|
RHS Financial
San Francisco,
California
|
$4.61M
|
-$1.46M
|
-41,819
|
-22%
|
|
|
14
|
Professional Financial Advisors
North Platte,
Nebraska
|
$3.16M
|
+$110K
|
+3,154
|
+3%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$3.06M
|
-$494K
|
-14,190
|
-12%
|
|
|
16
|
Fermata Advisors
Sonoma,
California
|
$3.05M
|
-$1.56M
|
-44,716
|
-31%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.95M
|
+$3.36M
|
+96,505
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.77M
|
+$910K
|
+26,136
|
+41%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.59M
|
+$1.86M
|
+53,521
|
+172%
|
|
|
20
|
BNP Paribas Financial Markets
Paris,
France
|
$2.45M
|
-$12.9M
|
-369,332
|
-82%
|
|
|
21
|
Stapp Wealth Management
Olympia,
Washington
|
$1.92M
|
+$2.19M
|
+62,831
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
-$439K
|
-12,623
|
-22%
|
|
|
23
|
Sunbelt Securities
Houston,
Texas
|
$1.31M
|
-$59.3K
|
-1,704
|
-4%
|
|
|
24
|
Western Wealth Management
Golden,
Colorado
|
$1.19M
|
-$89.9K
|
-2,582
|
-6%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.18M
|
-$150K
|
-4,300
|
-10%
|
|
