|
1
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$45.2M
|
+$1.69M
|
+31,563
|
+4%
|
|
|
2
|
|
$45M
|
+$761K
|
+14,209
|
+2%
|
|
|
3
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$18.5M
|
+$1.4M
|
+26,041
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.6M
|
-$1.32M
|
-24,577
|
-9%
|
|
|
5
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$11.2M
|
+$327K
|
+6,112
|
+3%
|
|
|
6
|
|
$10.8M
|
+$10.7M
|
+199,004
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$341K
|
+6,371
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
+$235K
|
+4,386
|
+2%
|
|
|
9
|
Mission Wealth Management
Santa Barbara,
California
|
$9.08M
|
-$555K
|
-10,357
|
-6%
|
|
|
10
|
|
$7.55M
|
-$1.04M
|
-19,344
|
-12%
|
|
|
11
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7.05M
|
+$1.14M
|
+21,218
|
+19%
|
|
|
12
|
Falcon Wealth Planning
Ontario,
California
|
$6.46M
|
+$580K
|
+10,819
|
+10%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$6.26M
|
+$6.2M
|
+115,796
|
New
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.6M
|
+$309K
|
+5,775
|
+6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.44M
|
+$216K
|
+4,034
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$4.75M
|
+$403K
|
+7,521
|
+9%
|
|
|
17
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$4.58M
|
+$777K
|
+14,499
|
+21%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$4.22M
|
+$429K
|
+8,012
|
+11%
|
|
|
19
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$4.06M
|
+$484K
|
+9,025
|
+14%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$3.96M
|
+$3.93M
|
+73,324
|
New
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$3.82M
|
+$121K
|
+2,251
|
+3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.79M
|
+$1.94M
|
+36,275
|
+108%
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.59M
|
+$31.8K
|
+594
|
+0.9%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.94M
|
+$360K
|
+6,728
|
+14%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$2.87M
|
+$840K
|
+15,678
|
+42%
|
|
