|
1
|
LPL Financial
San Diego,
California
|
$7.22M
|
-$71.3K
|
-1,225
|
-1%
|
|
|
2
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.06M
|
+$129K
|
+2,222
|
+7%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.91M
|
+$490K
|
+8,421
|
+35%
|
|
|
4
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.86M
|
+$524K
|
+8,999
|
+39%
|
|
|
5
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.32M
|
+$284K
|
+4,870
|
+28%
|
|
|
6
|
Appleton Partners
Boston,
Massachusetts
|
$1.31M
|
-$95.9K
|
-1,646
|
-7%
|
|
|
7
|
|
$1.12M
|
-$1.33M
|
-22,752
|
-54%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$1.11M
|
+$63K
|
+1,081
|
+6%
|
|
|
9
|
|
$1.1M
|
-$86.1K
|
-1,478
|
-7%
|
|
|
10
|
|
$944K
|
+$338K
|
+5,801
|
+56%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$844K
|
+$69K
|
+1,185
|
+9%
|
|
|
12
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$786K
|
-$815
|
-14
|
-0.1%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$743K
|
-$33.4K
|
-573
|
-4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$741K
|
-$97.7K
|
-1,678
|
-12%
|
|
|
15
|
Flow Traders U.S.
New York
|
$721K
|
-$99.3K
|
-1,705
|
-12%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$714K
|
-$19.8K
|
-340
|
-3%
|
|
|
17
|
Ariadne Wealth Management
Santa Barbara,
California
|
$669K
|
+$667K
|
+11,444
|
New
|
|
|
18
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$459K
|
–
|
–
|
–
|
|
|
19
|
Equitable Holdings
New York
|
$351K
|
+$58
|
+1
|
+0%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$328K
|
-$99.4K
|
-1,706
|
-23%
|
|
|
21
|
Lutz Financial Services
Omaha,
Nebraska
|
$294K
|
-$5.13K
|
-88
|
-2%
|
|
|
22
|
KWB Wealth
Redlands,
California
|
$252K
|
–
|
–
|
–
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$252K
|
+$245K
|
+4,200
|
New
|
|
|
24
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$204K
|
-$6.81K
|
-117
|
-3%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$83.6K
|
-$15K
|
-257
|
-15%
|
|
