|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$67.4M
|
+$68M
|
+1,277,241
|
New
|
|
|
2
|
|
$44.4M
|
+$480K
|
+9,011
|
+1%
|
|
|
3
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$18.9M
|
+$628K
|
+11,804
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
+$136K
|
+2,546
|
+1%
|
|
|
5
|
M Holdings Securities
Portland,
Oregon
|
$12.3M
|
+$12.4M
|
+233,697
|
New
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$12.2M
|
+$9.87M
|
+185,376
|
+406%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
+$1.43M
|
+26,937
|
+14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$158K
|
+2,975
|
+1%
|
|
|
9
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$10.4M
|
-$522K
|
-9,813
|
-5%
|
|
|
10
|
|
$8.27M
|
+$916K
|
+17,210
|
+12%
|
|
|
11
|
Mission Wealth Management
Santa Barbara,
California
|
$8.2M
|
-$665K
|
-12,481
|
-7%
|
|
|
12
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7.61M
|
+$732K
|
+13,751
|
+11%
|
|
|
13
|
Tobias Financial Advisors
Plantation,
Florida
|
$7.46M
|
+$7.53M
|
+141,352
|
New
|
|
|
14
|
Falcon Wealth Planning
Ontario,
California
|
$7.2M
|
+$912K
|
+17,123
|
+14%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.14M
|
+$2.53M
|
+47,511
|
+54%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.46M
|
+$206K
|
+3,876
|
+4%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.45M
|
-$11.9K
|
-224
|
-0.2%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$5.27M
|
+$1.42M
|
+26,642
|
+36%
|
|
|
19
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$5.26M
|
+$800K
|
+15,033
|
+18%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$4.28M
|
+$171K
|
+3,203
|
+4%
|
|
|
21
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$4.08M
|
+$117K
|
+2,195
|
+3%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$3.89M
|
+$164K
|
+3,074
|
+4%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.44M
|
-$253K
|
-4,759
|
-7%
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.43M
|
-$68.9K
|
-1,294
|
-2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.89M
|
+$15.5K
|
+292
|
+0.5%
|
|
