|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$193M
|
+$26.4M
|
+808,569
|
+16%
|
|
|
2
|
Rational Advisors
Huntington,
New York
|
$56.6M
|
+$1.11M
|
+33,893
|
+2%
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$21.7M
|
+$775K
|
+23,710
|
+4%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.3M
|
+$14.5M
|
+442,768
|
+489%
|
|
|
5
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$14.6M
|
–
|
–
|
–
|
|
|
6
|
ACT Advisors
Asheville,
North Carolina
|
$14.3M
|
+$3.3M
|
+100,894
|
+30%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13M
|
+$9.92M
|
+303,388
|
+314%
|
|
|
8
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.6M
|
+$12.7M
|
+388,887
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$30.6K
|
+935
|
+0.3%
|
|
|
10
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$9.73M
|
+$588K
|
+18,000
|
+6%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$8.53M
|
+$745K
|
+22,800
|
+9%
|
|
|
12
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8.11M
|
-$38.6K
|
-1,181
|
-0.5%
|
|
|
13
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.37M
|
-$305K
|
-9,330
|
-5%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$6.19M
|
+$6.23M
|
+190,614
|
New
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.69M
|
-$1.1M
|
-33,547
|
-19%
|
|
|
16
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4.04M
|
+$700K
|
+21,425
|
+21%
|
|
|
17
|
RHS Financial
San Francisco,
California
|
$3.05M
|
-$1.86M
|
-56,932
|
-38%
|
|
|
18
|
Fermata Advisors
Sonoma,
California
|
$3.02M
|
-$217K
|
-6,635
|
-7%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.92M
|
+$173K
|
+5,288
|
+6%
|
|
|
20
|
Stapp Wealth Management
Olympia,
Washington
|
$2.14M
|
+$101K
|
+3,087
|
+5%
|
|
|
21
|
Empirical Finance
Havertown,
Pennsylvania
|
$2.12M
|
+$2.13M
|
+65,236
|
New
|
|
|
22
|
KLR Investment Advisors
Providence,
Rhode Island
|
$2.02M
|
+$2.03M
|
+62,250
|
New
|
|
|
23
|
Sunbelt Securities
Houston,
Texas
|
$1.3M
|
-$85.8K
|
-2,625
|
-6%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.28M
|
+$419K
|
+12,834
|
+48%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.23M
|
-$21.2K
|
-650
|
-2%
|
|
