|
1
|
LPL Financial
San Diego,
California
|
$6.33M
|
-$194K
|
-3,352
|
-3%
|
|
|
2
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.66M
|
+$227K
|
+3,933
|
+9%
|
|
|
3
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.6M
|
+$77K
|
+1,331
|
+5%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$1.39M
|
+$486K
|
+8,400
|
+53%
|
|
|
5
|
|
$1.36M
|
+$808K
|
+13,973
|
+145%
|
|
|
6
|
|
$1.07M
|
-$228K
|
-3,935
|
-17%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$846K
|
-$77.8K
|
-1,345
|
-8%
|
|
|
8
|
Ariadne Wealth Management
Santa Barbara,
California
|
$709K
|
-$32.2K
|
-557
|
-4%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$705K
|
–
|
–
|
–
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$697K
|
–
|
–
|
–
|
|
|
11
|
Flow Traders U.S.
New York
|
$569K
|
+$362K
|
+6,259
|
+173%
|
|
|
12
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$448K
|
–
|
–
|
–
|
|
|
13
|
Equitable Holdings
New York
|
$416K
|
-$8.67K
|
-150
|
-2%
|
|
|
14
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$411K
|
-$491K
|
-8,484
|
-54%
|
|
|
15
|
|
$329K
|
-$2.02M
|
-34,922
|
-86%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$295K
|
+$2.83K
|
+49
|
+1%
|
|
|
17
|
Lutz Financial Services
Omaha,
Nebraska
|
$289K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$261K
|
+$262K
|
+4,534
|
New
|
|
|
19
|
Edge Financial Advisors
Wheaton,
Illinois
|
$251K
|
-$1.87M
|
-32,308
|
-88%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$249K
|
–
|
–
|
–
|
|
|
21
|
Strategic Financial Partners
Bend,
Oregon
|
$228K
|
+$228K
|
+3,947
|
New
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$205K
|
-$983
|
-17
|
-0.5%
|
|
|
23
|
NBC Securities
Birmingham,
Alabama
|
$71K
|
+$71.2K
|
+1,232
|
+123,200%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$44.6K
|
-$2.89K
|
-50
|
-6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$36.4K
|
-$830K
|
-14,356
|
-96%
|
|
