|
1
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$295M
|
-$27.1M
|
-523,095
|
-9%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73.8M
|
+$5.39M
|
+104,136
|
+8%
|
|
|
3
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$50.8M
|
+$1.09M
|
+21,111
|
+2%
|
|
|
4
|
Rational Advisors
Huntington,
New York
|
$38.5M
|
-$3.38M
|
-65,383
|
-8%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$38M
|
-$2.78M
|
-53,625
|
-7%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.1M
|
-$148K
|
-2,856
|
-0.5%
|
|
|
7
|
WJ Interests
Sugar Land,
Texas
|
$26.8M
|
-$4.67M
|
-90,171
|
-15%
|
|
|
8
|
Professional Financial Advisors
North Platte,
Nebraska
|
$26.6M
|
+$825K
|
+15,941
|
+3%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26M
|
+$2.18M
|
+42,058
|
+10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$17.3M
|
-$7.93M
|
-153,124
|
-32%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.7M
|
-$362K
|
-6,997
|
-2%
|
|
|
12
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$13.9M
|
-$5.13M
|
-99,107
|
-28%
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$13.3M
|
-$212K
|
-4,098
|
-2%
|
|
|
14
|
BNP Paribas Financial Markets
Paris,
France
|
$10.1M
|
+$2.61M
|
+50,353
|
+37%
|
|
|
15
|
Perennial Investment Advisors
Los Angeles,
California
|
$7.08M
|
+$36.3K
|
+702
|
+0.5%
|
|
|
16
|
Fermata Advisors
Sonoma,
California
|
$6.75M
|
+$638K
|
+12,322
|
+11%
|
|
|
17
|
Bravias Capital Group
Iselin,
New Jersey
|
$5.18M
|
+$590K
|
+11,396
|
+13%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$4.5M
|
-$538K
|
-10,389
|
-11%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$4.36M
|
+$118K
|
+2,282
|
+3%
|
|
|
20
|
|
$3.76M
|
+$1.75M
|
+33,789
|
+94%
|
|
|
21
|
CIBC Bancorp USA
Chicago,
Illinois
|
$3.55M
|
+$3.41M
|
+65,913
|
New
|
|
|
22
|
RHS Financial
San Francisco,
California
|
$2.9M
|
-$244K
|
-4,721
|
-8%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.8M
|
-$177K
|
-3,425
|
-6%
|
|
|
24
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1.91M
|
-$113K
|
-2,188
|
-6%
|
|
|
25
|
Insight Wealth Strategies
San Ramon,
California
|
$1.81M
|
+$127K
|
+2,459
|
+8%
|
|
