|
1
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$59.2M
|
-$1.71M
|
-38,074
|
-3%
|
|
|
2
|
|
$47.2M
|
+$12.3M
|
+274,786
|
+30%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.5M
|
+$2.2M
|
+49,173
|
+13%
|
|
|
4
|
M Holdings Securities
Portland,
Oregon
|
$15.3M
|
+$6.47M
|
+144,432
|
+61%
|
|
|
5
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$15.2M
|
+$929K
|
+20,741
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$2.61M
|
+58,162
|
+22%
|
|
|
7
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$12.5M
|
+$7.13M
|
+159,113
|
+104%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$12M
|
-$2.65M
|
-59,163
|
-17%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.97M
|
+$323K
|
+7,212
|
+3%
|
|
|
10
|
Tobias Financial Advisors
Plantation,
Florida
|
$7.34M
|
+$2.39M
|
+53,436
|
+41%
|
|
|
11
|
Falcon Wealth Planning
Ontario,
California
|
$6.61M
|
+$1.15M
|
+25,616
|
+18%
|
|
|
12
|
|
$6.05M
|
-$256K
|
-5,724
|
-4%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$5.87M
|
-$213K
|
-4,760
|
-3%
|
|
|
14
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$5.08M
|
-$1.14M
|
-25,379
|
-17%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.75M
|
+$448K
|
+9,990
|
+9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.43M
|
+$2.49M
|
+55,659
|
+102%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$3.87M
|
+$301K
|
+6,726
|
+7%
|
|
|
18
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$3.86M
|
+$368K
|
+8,210
|
+9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.7M
|
+$1.89M
|
+42,153
|
+84%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$3.62M
|
+$213K
|
+4,758
|
+6%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.98M
|
-$1.32M
|
-29,397
|
-28%
|
|
|
22
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$2.82M
|
-$24.9K
|
-555
|
-0.8%
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.71M
|
+$40.5K
|
+904
|
+1%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.48M
|
-$32.4K
|
-724
|
-1%
|
|
|
25
|
Independent Financial Group
San Diego,
California
|
$2.31M
|
+$621K
|
+13,864
|
+32%
|
|
