|
1
|
First Pacific Financial
Vancouver,
Washington
|
$16M
|
+$494K
|
+7,448
|
+3%
|
|
|
2
|
|
$11.6M
|
-$4.28M
|
-64,494
|
-26%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$7.31M
|
+$240K
|
+3,625
|
+3%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$7.03M
|
+$7.29M
|
+109,884
|
New
|
|
|
5
|
North Berkeley Wealth Management
Berkeley,
California
|
$2.45M
|
+$1.88M
|
+28,403
|
+288%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.14M
|
+$30.6K
|
+462
|
+1%
|
|
|
7
|
Natural Investments
Windsor,
California
|
$2.01M
|
+$601K
|
+9,062
|
+41%
|
|
|
8
|
Joel Adams & Associates
Asheville,
North Carolina
|
$1.65M
|
+$52.3K
|
+788
|
+3%
|
|
|
9
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.41M
|
-$14.2K
|
-214
|
-1%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.27M
|
+$14.7K
|
+222
|
+1%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$998K
|
+$21.2K
|
+320
|
+2%
|
|
|
12
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$972K
|
+$577K
|
+8,705
|
+134%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$797K
|
-$98.9K
|
-1,491
|
-11%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$757K
|
+$13.7K
|
+207
|
+2%
|
|
|
15
|
Mason & Associates (California)
Los Angeles,
California
|
$714K
|
+$22.5K
|
+339
|
+3%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$709K
|
+$735K
|
+11,076
|
New
|
|
|
17
|
Archer Investment Management
Austin,
Texas
|
$649K
|
-$1.95M
|
-29,468
|
-74%
|
|
|
18
|
RMG Wealth Management
Platteville,
Wisconsin
|
$405K
|
+$378K
|
+5,703
|
New
|
|
|
19
|
Journey Strategic Wealth
Summit,
New Jersey
|
$392K
|
+$21K
|
+316
|
+5%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$385K
|
-$18.8K
|
-283
|
-4%
|
|
|
21
|
Founders Financial Securities
Towson,
Maryland
|
$374K
|
+$368K
|
+5,552
|
New
|
|
|
22
|
Colorado Capital Management
Boulder,
Colorado
|
$323K
|
-$13.3K
|
-200
|
-4%
|
|
|
23
|
BSW Wealth Partners
Boulder,
Colorado
|
$310K
|
+$10.7K
|
+162
|
+3%
|
|
|
24
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$294K
|
-$22.3K
|
-336
|
-7%
|
|
