|
1
|
|
$43.2M
|
+$3.62M
|
+65,742
|
+9%
|
|
|
2
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$42.5M
|
+$309K
|
+5,602
|
+0.7%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.9M
|
+$140K
|
+2,534
|
+0.8%
|
|
|
4
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$16.8M
|
+$697K
|
+12,637
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
-$2.08M
|
-37,743
|
-12%
|
|
|
6
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$10.3M
|
+$866K
|
+15,705
|
+9%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$732K
|
+13,277
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.2M
|
+$608K
|
+11,029
|
+6%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$9.43M
|
-$147K
|
-2,661
|
-1%
|
|
|
10
|
|
$8.4M
|
-$6.5K
|
-118
|
-0.1%
|
|
|
11
|
Tobias Financial Advisors
Plantation,
Florida
|
$6.79M
|
+$1.35M
|
+24,417
|
+23%
|
|
|
12
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$5.75M
|
+$1.51M
|
+27,367
|
+33%
|
|
|
13
|
Falcon Wealth Planning
Ontario,
California
|
$5.74M
|
+$861K
|
+15,611
|
+17%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.17M
|
-$324K
|
-5,875
|
-6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.11M
|
-$354K
|
-6,417
|
-6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.69M
|
+$3.87M
|
+70,244
|
+376%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.25M
|
+$1.5M
|
+27,247
|
+51%
|
|
|
18
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$3.71M
|
+$176K
|
+3,195
|
+5%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$3.7M
|
+$260K
|
+4,708
|
+7%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$3.61M
|
+$119K
|
+2,163
|
+3%
|
|
|
21
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.49M
|
+$54.6K
|
+990
|
+2%
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.48M
|
-$402K
|
-7,287
|
-10%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.96M
|
+$3.09M
|
+56,083
|
New
|
|
|
24
|
Independent Financial Group
San Diego,
California
|
$2.85M
|
-$192K
|
-3,477
|
-6%
|
|
|
25
|
Parsec Financial Management
Asheville,
North Carolina
|
$2.64M
|
-$798K
|
-14,480
|
-23%
|
|
