|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$43.6M
|
-$2.06M
|
-37,465
|
-4%
|
|
|
2
|
|
$41M
|
-$913K
|
-16,610
|
-2%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.3M
|
-$313K
|
-5,690
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.1M
|
+$2.15M
|
+39,135
|
+14%
|
|
|
5
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$16.8M
|
+$34.5K
|
+628
|
+0.2%
|
|
|
6
|
M Holdings Securities
Portland,
Oregon
|
$13.2M
|
-$1,000K
|
-18,188
|
-7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.88M
|
+$379K
|
+6,892
|
+4%
|
|
|
8
|
Mission Wealth Management
Santa Barbara,
California
|
$9.86M
|
-$227K
|
-4,128
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$9.77M
|
-$409K
|
-7,433
|
-4%
|
|
|
10
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.74M
|
+$835K
|
+15,196
|
+9%
|
|
|
11
|
|
$8.67M
|
-$158K
|
-2,870
|
-2%
|
|
|
12
|
Tobias Financial Advisors
Plantation,
Florida
|
$5.67M
|
+$547K
|
+9,945
|
+11%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.65M
|
+$564K
|
+10,254
|
+11%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.61M
|
-$275K
|
-4,999
|
-5%
|
|
|
15
|
Falcon Wealth Planning
Ontario,
California
|
$5.07M
|
+$392K
|
+7,138
|
+8%
|
|
|
16
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.46M
|
+$542K
|
+9,852
|
+14%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.98M
|
+$129K
|
+2,354
|
+3%
|
|
|
18
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$3.65M
|
+$690K
|
+12,556
|
+23%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$3.61M
|
+$258K
|
+4,688
|
+8%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$3.56M
|
+$78.5K
|
+1,428
|
+2%
|
|
|
21
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.55M
|
+$218K
|
+3,960
|
+6%
|
|
|
22
|
Parsec Financial Management
Asheville,
North Carolina
|
$3.42M
|
-$1.06M
|
-19,368
|
-24%
|
|
|
23
|
Independent Financial Group
San Diego,
California
|
$3.12M
|
+$365K
|
+6,644
|
+13%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.89M
|
+$55.3K
|
+1,005
|
+2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.87M
|
-$2.36K
|
-43
|
-0.1%
|
|
