|
1
|
LPL Financial
San Diego,
California
|
$8.22M
|
+$471K
|
+7,066
|
+6%
|
|
|
2
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$3M
|
-$113K
|
-1,701
|
-4%
|
|
|
3
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.32M
|
+$227K
|
+3,397
|
+11%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$1.94M
|
-$234K
|
-3,509
|
-11%
|
|
|
5
|
|
$1.18M
|
+$268K
|
+4,023
|
+29%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$851K
|
+$5.2K
|
+78
|
+0.6%
|
|
|
7
|
|
$834K
|
+$612K
|
+9,169
|
+266%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$800K
|
–
|
–
|
–
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$785K
|
-$81.6K
|
-1,223
|
-9%
|
|
|
10
|
Ariadne Wealth Management
Santa Barbara,
California
|
$632K
|
-$68K
|
-1,019
|
-10%
|
|
|
11
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$513K
|
–
|
–
|
–
|
|
|
12
|
Equitable Holdings
New York
|
$477K
|
-$400
|
-6
|
-0.1%
|
|
|
13
|
Western Wealth Management
Golden,
Colorado
|
$451K
|
+$455K
|
+6,813
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$439K
|
+$20.1K
|
+301
|
+5%
|
|
|
15
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$343K
|
+$31K
|
+465
|
+10%
|
|
|
16
|
Lutz Financial Services
Omaha,
Nebraska
|
$332K
|
–
|
–
|
–
|
|
|
17
|
KWB Wealth
Redlands,
California
|
$289K
|
–
|
–
|
–
|
|
|
18
|
Strategic Financial Partners
Bend,
Oregon
|
$261K
|
+$2.27K
|
+34
|
+0.9%
|
|
|
19
|
|
$255K
|
-$171K
|
-2,563
|
-40%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$236K
|
+$7.14K
|
+107
|
+3%
|
|
|
21
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$208K
|
+$3.87K
|
+58
|
+2%
|
|
|
22
|
Portland Financial Advisors
Port Washington,
New York
|
$201K
|
–
|
–
|
–
|
|
|
23
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$147K
|
+$40.2K
|
+603
|
+37%
|
|
|
24
|
NBC Securities
Birmingham,
Alabama
|
$81.3K
|
-$1.2K
|
-18
|
-1%
|
|
|
25
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$39K
|
–
|
–
|
–
|
|
