|
1
|
LPL Financial
San Diego,
California
|
$7.77M
|
+$724K
|
+11,226
|
+11%
|
|
|
2
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$3.12M
|
+$53.5K
|
+829
|
+2%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$2.18M
|
+$656K
|
+10,162
|
+45%
|
|
|
4
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.1M
|
+$214K
|
+3,314
|
+12%
|
|
|
5
|
|
$912K
|
-$73K
|
-1,132
|
-8%
|
|
|
6
|
Appleton Partners
Boston,
Massachusetts
|
$868K
|
-$21.9K
|
-340
|
-3%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$821K
|
–
|
–
|
–
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$802K
|
–
|
–
|
–
|
|
|
9
|
Ariadne Wealth Management
Santa Barbara,
California
|
$665K
|
-$16.8K
|
-260
|
-3%
|
|
|
10
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$514K
|
–
|
–
|
–
|
|
|
11
|
Equitable Holdings
New York
|
$478K
|
–
|
–
|
–
|
|
|
12
|
|
$425K
|
-$13.2K
|
-205
|
-3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$420K
|
+$61.7K
|
+957
|
+18%
|
|
|
14
|
Lutz Financial Services
Omaha,
Nebraska
|
$332K
|
–
|
–
|
–
|
|
|
15
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$313K
|
+$304K
|
+4,719
|
New
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$275K
|
–
|
–
|
–
|
|
|
17
|
Strategic Financial Partners
Bend,
Oregon
|
$259K
|
-$3.35K
|
-52
|
-1%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$242K
|
+$236K
|
+3,654
|
New
|
|
|
19
|
Edge Financial Advisors
Wheaton,
Illinois
|
$238K
|
-$2.97K
|
-46
|
-1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
21
|
|
$228K
|
-$17.8K
|
-276
|
-7%
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$204K
|
+$199K
|
+3,082
|
New
|
|
|
23
|
Portland Financial Advisors
Port Washington,
New York
|
$201K
|
+$196K
|
+3,033
|
New
|
|
|
24
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$107K
|
+$100K
|
+1,556
|
+2,394%
|
|
|
25
|
NBC Securities
Birmingham,
Alabama
|
$82.7K
|
–
|
–
|
–
|
|
