|
1
|
LPL Financial
San Diego,
California
|
$7.18M
|
-$555K
|
-9,301
|
-8%
|
|
|
2
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.51M
|
+$280K
|
+4,693
|
+13%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$2.39M
|
+$319K
|
+5,351
|
+16%
|
|
|
4
|
Edge Financial Advisors
Wheaton,
Illinois
|
$2.34M
|
+$314K
|
+5,263
|
+17%
|
|
|
5
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.57M
|
+$143K
|
+2,392
|
+11%
|
|
|
6
|
|
$1.42M
|
+$389K
|
+6,517
|
+40%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$1.36M
|
-$48.9K
|
-820
|
-4%
|
|
|
8
|
|
$1.24M
|
+$48K
|
+805
|
+4%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$1.11M
|
–
|
–
|
–
|
|
|
10
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$987K
|
+$132K
|
+2,210
|
+16%
|
|
|
11
|
|
$976K
|
-$216K
|
-3,612
|
-19%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$904K
|
-$4.36K
|
-73
|
-0.5%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$782K
|
-$16.8K
|
-282
|
-2%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$768K
|
–
|
–
|
–
|
|
|
15
|
Flow Traders U.S.
New York
|
$743K
|
-$30.3K
|
-508
|
-4%
|
|
|
16
|
Ariadne Wealth Management
Santa Barbara,
California
|
$711K
|
–
|
–
|
–
|
|
|
17
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$488K
|
-$5.01K
|
-84
|
-1%
|
|
|
18
|
Equitable Holdings
New York
|
$433K
|
+$52.5K
|
+880
|
+15%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$410K
|
+$53.6K
|
+899
|
+16%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$378K
|
-$398K
|
-6,677
|
-53%
|
|
|
21
|
Lutz Financial Services
Omaha,
Nebraska
|
$316K
|
-$298
|
-5
|
-0.1%
|
|
|
22
|
KWB Wealth
Redlands,
California
|
$255K
|
–
|
–
|
–
|
|
|
23
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$220K
|
–
|
–
|
–
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$89K
|
–
|
–
|
–
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$88K
|
-$1.79K
|
-30
|
-2%
|
|
