|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$236M
|
-$1.56M
|
-42,763
|
-0.7%
|
|
|
2
|
Rational Advisors
Huntington,
New York
|
$50.7M
|
+$1.73M
|
+47,567
|
+4%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.9M
|
+$6.45M
|
+176,850
|
+23%
|
|
|
4
|
WJ Interests
Sugar Land,
Texas
|
$33.4M
|
+$70.2K
|
+1,924
|
+0.2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.1M
|
-$24.9M
|
-682,927
|
-46%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$27.8M
|
-$1.03M
|
-28,318
|
-4%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$27.4M
|
+$800K
|
+21,945
|
+3%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$19.5M
|
+$754K
|
+20,674
|
+4%
|
|
|
9
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$18M
|
+$547K
|
+15,000
|
+3%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$14.6M
|
+$1.92M
|
+52,521
|
+17%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$3.11M
|
+85,408
|
+30%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.3M
|
+$1.67M
|
+45,908
|
+16%
|
|
|
13
|
Perennial Investment Advisors
Los Angeles,
California
|
$10.8M
|
-$23K
|
-632
|
-0.2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.43M
|
+$6.13M
|
+167,964
|
+361%
|
|
|
15
|
Professional Financial Advisors
North Platte,
Nebraska
|
$7.96M
|
+$896K
|
+24,573
|
+14%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$7.21M
|
+$730K
|
+20,008
|
+12%
|
|
|
17
|
AQR Capital Management
Greenwich,
Connecticut
|
$4.83M
|
+$4.48M
|
+122,876
|
New
|
|
|
18
|
Fermata Advisors
Sonoma,
California
|
$3.81M
|
+$9.01K
|
+247
|
+0.3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.75M
|
+$74.5K
|
+2,043
|
+2%
|
|
|
20
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$3.33M
|
+$3.09M
|
+84,676
|
New
|
|
|
21
|
BNP Paribas Financial Markets
Paris,
France
|
$3.26M
|
-$542K
|
-14,850
|
-15%
|
|
|
22
|
NDWM LLC
La Jolla,
California
|
$3.08M
|
+$2.86M
|
+78,406
|
New
|
|
|
23
|
RHS Financial
San Francisco,
California
|
$2.64M
|
-$210K
|
-5,758
|
-8%
|
|
|
24
|
KLR Investment Advisors
Providence,
Rhode Island
|
$2.46M
|
-$120K
|
-3,295
|
-5%
|
|
|
25
|
REAP Financial Group
Austin,
Texas
|
$2.41M
|
+$2.24M
|
+61,436
|
New
|
|
