|
1
|
LPL Financial
San Diego,
California
|
$9.7M
|
+$1.05M
|
+14,935
|
+12%
|
|
|
2
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.34M
|
+$926K
|
+13,132
|
+37%
|
|
|
3
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.75M
|
-$402K
|
-5,701
|
-13%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$1.01M
|
-$1.05M
|
-14,882
|
-51%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$839K
|
–
|
–
|
–
|
|
|
6
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$823K
|
+$289K
|
+4,101
|
+53%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$797K
|
-$26.4K
|
-375
|
-3%
|
|
|
8
|
Ariadne Wealth Management
Santa Barbara,
California
|
$605K
|
–
|
–
|
–
|
|
|
9
|
Western Wealth Management
Golden,
Colorado
|
$472K
|
–
|
–
|
–
|
|
|
10
|
Equitable Holdings
New York
|
$470K
|
-$7.48K
|
-106
|
-1%
|
|
|
11
|
|
$400K
|
+$407K
|
+5,775
|
New
|
|
|
12
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$387K
|
+$28.1K
|
+399
|
+8%
|
|
|
13
|
Lutz Financial Services
Omaha,
Nebraska
|
$348K
|
–
|
–
|
–
|
|
|
14
|
|
$326K
|
+$60.4K
|
+857
|
+22%
|
|
|
15
|
KWB Wealth
Redlands,
California
|
$289K
|
–
|
–
|
–
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$277K
|
+$29.8K
|
+422
|
+12%
|
|
|
17
|
Strategic Financial Partners
Bend,
Oregon
|
$273K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$252K
|
-$212K
|
-3,004
|
-45%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$249K
|
-$623K
|
-8,836
|
-71%
|
|
|
20
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$237K
|
+$84.1K
|
+1,192
|
+54%
|
|
|
21
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
22
|
Portland Financial Advisors
Port Washington,
New York
|
$210K
|
–
|
–
|
–
|
|
|
23
|
NBC Securities
Birmingham,
Alabama
|
$85.2K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$41K
|
+$1.27K
|
+18
|
+3%
|
|
|
25
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$40.8K
|
–
|
–
|
–
|
|
