|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$44M
|
+$879K
|
+16,850
|
+2%
|
|
|
2
|
|
$40.4M
|
-$508K
|
-9,726
|
-1%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17M
|
-$569K
|
-10,905
|
-3%
|
|
|
4
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$15.9M
|
+$240K
|
+4,598
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$54.3K
|
-1,040
|
-0.4%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$13.7M
|
-$1.74M
|
-33,332
|
-11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.81M
|
-$8.3M
|
-159,039
|
-46%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$9.73M
|
-$722K
|
-13,836
|
-7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$9.17M
|
-$966K
|
-18,501
|
-10%
|
|
|
10
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.61M
|
+$3.08M
|
+59,083
|
+54%
|
|
|
11
|
|
$8.52M
|
+$906K
|
+17,352
|
+12%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.78M
|
+$2.81M
|
+53,786
|
+57%
|
|
|
13
|
NFP Retirement Inc
Aliso Viejo,
California
|
$6.81M
|
+$6.76M
|
+129,525
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.68M
|
-$196K
|
-3,755
|
-3%
|
|
|
15
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.94M
|
+$343K
|
+6,572
|
+8%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.91M
|
-$2.02M
|
-38,757
|
-29%
|
|
|
17
|
|
$4.88M
|
+$4M
|
+76,684
|
+478%
|
|
|
18
|
Falcon Wealth Planning
Ontario,
California
|
$4.51M
|
+$362K
|
+6,940
|
+9%
|
|
|
19
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.32M
|
-$892K
|
-17,088
|
-17%
|
|
|
20
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.79M
|
-$451K
|
-8,648
|
-11%
|
|
|
21
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.72M
|
-$984K
|
-18,862
|
-21%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$3.36M
|
+$92.7K
|
+1,777
|
+3%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$3.23M
|
-$13.3K
|
-255
|
-0.4%
|
|
|
24
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.21M
|
+$91.3K
|
+1,750
|
+3%
|
|
|
25
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$2.87M
|
+$238K
|
+4,552
|
+9%
|
|
