|
1
|
LPL Financial
San Diego,
California
|
$6.68M
|
-$218K
|
-3,667
|
-3%
|
|
|
2
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.92M
|
+$5.53K
|
+93
|
+0.2%
|
|
|
3
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.79M
|
+$41.1K
|
+692
|
+3%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$1.43M
|
-$82.4K
|
-1,387
|
-6%
|
|
|
5
|
|
$939K
|
+$546K
|
+9,192
|
+161%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$913K
|
+$861K
|
+14,490
|
New
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$847K
|
-$72.8K
|
-1,225
|
-8%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$787K
|
+$8.2K
|
+138
|
+1%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$762K
|
–
|
–
|
–
|
|
|
10
|
Ariadne Wealth Management
Santa Barbara,
California
|
$649K
|
-$114K
|
-1,915
|
-16%
|
|
|
11
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$489K
|
–
|
–
|
–
|
|
|
12
|
Equitable Holdings
New York
|
$455K
|
+$119
|
+2
|
+0%
|
|
|
13
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$437K
|
-$10.8K
|
-181
|
-3%
|
|
|
14
|
|
$417K
|
-$710K
|
-11,943
|
-64%
|
|
|
15
|
Sebold Capital Management
Lisle,
Illinois
|
$369K
|
+$348K
|
+5,861
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$339K
|
+$15.9K
|
+268
|
+5%
|
|
|
17
|
Lutz Financial Services
Omaha,
Nebraska
|
$316K
|
–
|
–
|
–
|
|
|
18
|
Climber Capital
Nyon,
Switzerland
|
$280K
|
+$266K
|
+4,470
|
New
|
|
|
19
|
KWB Wealth
Redlands,
California
|
$252K
|
–
|
–
|
–
|
|
|
20
|
Strategic Financial Partners
Bend,
Oregon
|
$250K
|
+$713
|
+12
|
+0.3%
|
|
|
21
|
|
$234K
|
-$1.18M
|
-19,881
|
-84%
|
|
|
22
|
Edge Financial Advisors
Wheaton,
Illinois
|
$229K
|
-$42.3K
|
-712
|
-16%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$218K
|
+$206K
|
+3,462
|
New
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$78K
|
+$832
|
+14
|
+1%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$38.7K
|
-$9.45K
|
-159
|
-21%
|
|
