|
1
|
First Pacific Financial
Vancouver,
Washington
|
$19.5M
|
+$413K
|
+5,810
|
+2%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$8.84M
|
+$438K
|
+6,171
|
+6%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$8.39M
|
-$282K
|
-3,964
|
-3%
|
|
|
4
|
|
$5.69M
|
+$5.31M
|
+74,767
|
New
|
|
|
5
|
TFC Financial Management
Boston,
Massachusetts
|
$4.66M
|
+$4.34M
|
+61,148
|
New
|
|
|
6
|
North Berkeley Wealth Management
Berkeley,
California
|
$4.02M
|
+$1.03M
|
+14,558
|
+38%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.88M
|
+$308K
|
+4,339
|
+13%
|
|
|
8
|
Natural Investments
Windsor,
California
|
$2.55M
|
+$151K
|
+2,124
|
+7%
|
|
|
9
|
Joel Adams & Associates
Asheville,
North Carolina
|
$2.28M
|
+$298K
|
+4,198
|
+16%
|
|
|
10
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.71M
|
+$22.3K
|
+314
|
+1%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.25M
|
+$62.4K
|
+878
|
+6%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.14M
|
+$177K
|
+2,497
|
+20%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$900K
|
–
|
–
|
–
|
|
|
14
|
Mason & Associates (California)
Los Angeles,
California
|
$898K
|
+$23.5K
|
+331
|
+3%
|
|
|
15
|
Archer Investment Management
Austin,
Texas
|
$714K
|
-$54.3K
|
-764
|
-8%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$692K
|
+$219K
|
+3,077
|
+51%
|
|
|
17
|
|
$514K
|
-$12.3M
|
-173,679
|
-96%
|
|
|
18
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$408K
|
+$380K
|
+5,355
|
New
|
|
|
19
|
BSW Wealth Partners
Boulder,
Colorado
|
$362K
|
-$6.11K
|
-86
|
-2%
|
|
|
20
|
Horizon Investments
Charlotte,
North Carolina
|
$358K
|
-$453K
|
-6,379
|
-58%
|
|
|
21
|
Founders Financial Securities
Towson,
Maryland
|
$358K
|
-$60.7K
|
-855
|
-15%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$356K
|
+$5.26K
|
+74
|
+2%
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$338K
|
+$315K
|
+4,436
|
New
|
|
|
24
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$334K
|
-$17.8K
|
-250
|
-5%
|
|
|
25
|
Mission Wealth Management
Santa Barbara,
California
|
$325K
|
+$29.8K
|
+420
|
+11%
|
|
