|
26
|
KWB Wealth
Redlands,
California
|
$10.7M
|
+$9.9M
|
+154,719
|
New
|
|
|
27
|
First National Trust
Hermitage,
Pennsylvania
|
$10.5M
|
+$527K
|
+8,231
|
+6%
|
|
|
28
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$9.72M
|
-$1.15M
|
-18,004
|
-11%
|
|
|
29
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$9.45M
|
-$110K
|
-1,714
|
-1%
|
|
|
30
|
|
$9.02M
|
-$183K
|
-2,863
|
-2%
|
|
|
31
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.94M
|
-$383K
|
-5,978
|
-4%
|
|
|
32
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$8.84M
|
+$8.16M
|
+127,485
|
New
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$8.63M
|
-$170K
|
-2,661
|
-2%
|
|
|
34
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$7.89M
|
+$134K
|
+2,093
|
+2%
|
|
|
35
|
Smith Anglin Financial
Dallas,
Texas
|
$7.79M
|
+$7.19M
|
+112,397
|
New
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.18M
|
+$362K
|
+5,660
|
+6%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$6.93M
|
-$392K
|
-6,127
|
-6%
|
|
|
38
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$6.81M
|
+$2.31M
|
+36,097
|
+58%
|
|
|
39
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.26M
|
-$150K
|
-2,344
|
-3%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.92M
|
-$114K
|
-1,777
|
-2%
|
|
|
41
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.02M
|
-$601K
|
-9,392
|
-11%
|
|
|
42
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.93M
|
+$4.18M
|
+65,297
|
+1,126%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$4.84M
|
+$307K
|
+4,805
|
+7%
|
|
|
44
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.65M
|
-$389K
|
-6,083
|
-8%
|
|
|
45
|
Diligent Investors
Redlands,
California
|
$4.64M
|
+$38K
|
+594
|
+0.9%
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$4.27M
|
+$3.41M
|
+53,240
|
+633%
|
|
|
47
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.19M
|
+$250K
|
+3,905
|
+7%
|
|
|
48
|
Executive Wealth Management
Brighton,
Michigan
|
$4.19M
|
+$1.29M
|
+20,123
|
+50%
|
|
|
49
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.95M
|
-$219K
|
-3,420
|
-6%
|
|
|
50
|
Harborview Advisors
Portland,
Maine
|
$3.9M
|
-$170K
|
-2,650
|
-5%
|
|
