|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$68.8M
|
+$11.7M
|
+236,096
|
+18%
|
|
|
2
|
|
$41M
|
+$3.02M
|
+60,849
|
+7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.6M
|
+$12.5M
|
+252,260
|
+186%
|
|
|
4
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$16.3M
|
+$136K
|
+2,741
|
+0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
+$7.73M
|
+155,628
|
+77%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$615K
|
+12,375
|
+5%
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$10.7M
|
+$93.9K
|
+1,889
|
+0.8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$9.82M
|
-$369K
|
-7,429
|
-3%
|
|
|
9
|
|
$7.11M
|
-$13.7K
|
-276
|
-0.2%
|
|
|
10
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.91M
|
-$2.22M
|
-44,601
|
-23%
|
|
|
11
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$6.89M
|
+$454K
|
+9,135
|
+6%
|
|
|
12
|
Mission Wealth Management
Santa Barbara,
California
|
$6.86M
|
-$217K
|
-4,375
|
-3%
|
|
|
13
|
Falcon Wealth Planning
Ontario,
California
|
$6.31M
|
+$119K
|
+2,404
|
+2%
|
|
|
14
|
Tobias Financial Advisors
Plantation,
Florida
|
$5.88M
|
-$589K
|
-11,855
|
-8%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.92M
|
+$255K
|
+5,136
|
+5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.71M
|
-$42.7K
|
-859
|
-0.8%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$4.08M
|
-$510K
|
-10,272
|
-10%
|
|
|
18
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$4M
|
-$583K
|
-11,735
|
-12%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$3.88M
|
+$583K
|
+11,737
|
+16%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$3.6M
|
-$92.1K
|
-1,853
|
-2%
|
|
|
21
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.21M
|
-$327K
|
-6,585
|
-9%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$3.2M
|
+$3.5M
|
+70,485
|
New
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$3.03M
|
+$80.2K
|
+1,613
|
+2%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.84M
|
-$139K
|
-2,802
|
-4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.49M
|
+$202K
|
+4,068
|
+8%
|
|
