|
1
|
LPL Financial
San Diego,
California
|
$7.2M
|
-$6.08M
|
-107,268
|
-46%
|
|
|
2
|
|
$2.42M
|
+$952K
|
+16,793
|
+67%
|
|
|
3
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.91M
|
+$655K
|
+11,541
|
+54%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.4M
|
+$1.37M
|
+24,171
|
New
|
|
|
5
|
Appleton Partners
Boston,
Massachusetts
|
$1.39M
|
-$129K
|
-2,279
|
-9%
|
|
|
6
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.32M
|
+$1.3M
|
+22,887
|
New
|
|
|
7
|
|
$1.17M
|
+$144K
|
+2,535
|
+14%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$1.03M
|
+$53.7K
|
+946
|
+6%
|
|
|
9
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.02M
|
+$101K
|
+1,787
|
+11%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$829K
|
-$654K
|
-11,539
|
-45%
|
|
|
11
|
Flow Traders U.S.
New York
|
$810K
|
+$164K
|
+2,883
|
+26%
|
|
|
12
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$778K
|
+$23.5K
|
+414
|
+3%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$767K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$766K
|
+$100K
|
+1,771
|
+15%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$725K
|
-$2.5K
|
-44
|
-0.3%
|
|
|
16
|
|
$597K
|
+$180K
|
+3,167
|
+44%
|
|
|
17
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$453K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$423K
|
-$12.7K
|
-224
|
-3%
|
|
|
19
|
Equitable Holdings
New York
|
$347K
|
+$139K
|
+2,455
|
+69%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$338K
|
-$101K
|
-1,785
|
-23%
|
|
|
21
|
Lutz Financial Services
Omaha,
Nebraska
|
$296K
|
–
|
–
|
–
|
|
|
22
|
KWB Wealth
Redlands,
California
|
$252K
|
–
|
–
|
–
|
|
|
23
|
Strategic Financial Partners
Bend,
Oregon
|
$236K
|
+$232K
|
+4,096
|
New
|
|
|
24
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$208K
|
-$15.7K
|
-277
|
-7%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$96K
|
-$2.84K
|
-50
|
-3%
|
|
