|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$211M
|
+$542K
|
+14,722
|
+0.2%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.4M
|
+$26.8M
|
+727,275
|
+94%
|
|
|
3
|
Rational Advisors
Huntington,
New York
|
$43.5M
|
-$5.14M
|
-139,785
|
-10%
|
|
|
4
|
WJ Interests
Sugar Land,
Texas
|
$29.7M
|
+$42.8K
|
+1,164
|
+0.1%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.7M
|
+$2.99M
|
+81,141
|
+12%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$25.7M
|
+$2.19M
|
+59,392
|
+9%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$23.6M
|
+$796K
|
+21,646
|
+3%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$16.6M
|
+$1.52M
|
+41,394
|
+10%
|
|
|
9
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$15.5M
|
–
|
–
|
–
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$10.9M
|
+$263K
|
+7,146
|
+2%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.2M
|
+$10.8M
|
+292,301
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$10M
|
+$702K
|
+19,082
|
+7%
|
|
|
13
|
Perennial Investment Advisors
Los Angeles,
California
|
$9.59M
|
+$4.25M
|
+115,479
|
+73%
|
|
|
14
|
Professional Financial Advisors
North Platte,
Nebraska
|
$6.22M
|
+$99K
|
+2,690
|
+2%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$5.71M
|
+$1.02M
|
+27,591
|
+20%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.61M
|
-$78.8K
|
-2,143
|
-2%
|
|
|
17
|
BNP Paribas Financial Markets
Paris,
France
|
$3.42M
|
-$24.2K
|
-659
|
-0.7%
|
|
|
18
|
Fermata Advisors
Sonoma,
California
|
$3.38M
|
+$334K
|
+9,072
|
+10%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.26M
|
-$207K
|
-5,620
|
-6%
|
|
|
20
|
RHS Financial
San Francisco,
California
|
$2.55M
|
-$273K
|
-7,410
|
-9%
|
|
|
21
|
KLR Investment Advisors
Providence,
Rhode Island
|
$2.31M
|
-$58.4K
|
-1,586
|
-2%
|
|
|
22
|
TRUADVICE
Sarasota,
Florida
|
$1.95M
|
+$1.14M
|
+31,057
|
+134%
|
|
|
23
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1.76M
|
+$186K
|
+5,042
|
+11%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.62M
|
+$413K
|
+11,228
|
+32%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$1.53M
|
+$319K
|
+8,671
|
+25%
|
|
