|
1
|
LPL Financial
San Diego,
California
|
$6.45M
|
-$69.4K
|
-1,145
|
-1%
|
|
|
2
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.41M
|
+$142K
|
+2,338
|
+6%
|
|
|
3
|
|
$2.32M
|
+$1.09M
|
+17,961
|
+79%
|
|
|
4
|
Edge Financial Advisors
Wheaton,
Illinois
|
$2.09M
|
-$30K
|
-496
|
-1%
|
|
|
5
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.5M
|
+$83.1K
|
+1,372
|
+5%
|
|
|
6
|
|
$1.28M
|
+$171K
|
+2,819
|
+14%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
-$1.22M
|
-20,173
|
-53%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$913K
|
-$336K
|
-5,550
|
-26%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$897K
|
+$952K
|
+15,720
|
New
|
|
|
10
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$890K
|
-$4.24K
|
-70
|
-0.4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$855K
|
+$37.3K
|
+616
|
+4%
|
|
|
12
|
Ariadne Wealth Management
Santa Barbara,
California
|
$727K
|
+$62.2K
|
+1,027
|
+9%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$697K
|
–
|
–
|
–
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$690K
|
-$20.9K
|
-345
|
-3%
|
|
|
15
|
|
$549K
|
-$357K
|
-5,902
|
-38%
|
|
|
16
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$443K
|
–
|
–
|
–
|
|
|
17
|
Equitable Holdings
New York
|
$420K
|
+$29K
|
+479
|
+7%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$289K
|
-$88.2K
|
-1,457
|
-22%
|
|
|
19
|
Lutz Financial Services
Omaha,
Nebraska
|
$286K
|
-$727
|
-12
|
-0.2%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$275K
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
$206K
|
-$497K
|
-8,210
|
-69%
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$204K
|
+$4.66K
|
+77
|
+2%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$47K
|
+$2.42K
|
+40
|
+5%
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$45.3K
|
+$5.81K
|
+96
|
+14%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.5K
|
–
|
–
|
–
|
|
