|
1
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$3.41M
|
+43,749
|
+31%
|
|
|
2
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.93M
|
+$2.02M
|
+25,964
|
+54%
|
|
|
3
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$3.58M
|
+$396K
|
+5,084
|
+13%
|
|
|
4
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.62M
|
+$1.31M
|
+16,798
|
+492%
|
|
|
5
|
|
$1.14M
|
+$1.11M
|
+14,286
|
New
|
|
|
6
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1M
|
+$55.4K
|
+711
|
+6%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$966K
|
–
|
–
|
–
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$897K
|
-$21K
|
-270
|
-2%
|
|
|
9
|
Ariadne Wealth Management
Santa Barbara,
California
|
$634K
|
-$61.1K
|
-785
|
-9%
|
|
|
10
|
Equitable Holdings
New York
|
$608K
|
+$39.3K
|
+505
|
+7%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$488K
|
+$193K
|
+2,480
|
+68%
|
|
|
12
|
|
$462K
|
+$234
|
+3
|
+0.1%
|
|
|
13
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$457K
|
+$10.4K
|
+134
|
+2%
|
|
|
14
|
Western Wealth Management
Golden,
Colorado
|
$430K
|
-$111K
|
-1,431
|
-21%
|
|
|
15
|
Lutz Financial Services
Omaha,
Nebraska
|
$401K
|
–
|
–
|
–
|
|
|
16
|
|
$375K
|
-$1.48K
|
-19
|
-0.4%
|
|
|
17
|
KWB Wealth
Redlands,
California
|
$349K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$322K
|
+$3.12K
|
+40
|
+1%
|
|
|
19
|
Strategic Financial Partners
Bend,
Oregon
|
$316K
|
+$1.01K
|
+13
|
+0.3%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$285K
|
+$156
|
+2
|
+0.1%
|
|
|
21
|
Portland Financial Advisors
Port Washington,
New York
|
$242K
|
–
|
–
|
–
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$241K
|
+$1.64K
|
+21
|
+0.7%
|
|
|
23
|
NBC Securities
Birmingham,
Alabama
|
$98.2K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$47.7K
|
+$467
|
+6
|
+1%
|
|
|
25
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$47.1K
|
–
|
–
|
–
|
|
