|
26
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$9.65M
|
-$47.1K
|
-612
|
-0.5%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$9.34M
|
-$593K
|
-7,700
|
-6%
|
|
|
28
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$8.7M
|
+$204K
|
+2,650
|
+2%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$8.35M
|
+$779K
|
+10,124
|
+10%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.21M
|
+$27.3K
|
+355
|
+0.3%
|
|
|
31
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.6M
|
+$445K
|
+5,786
|
+6%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$7.51M
|
-$210K
|
-2,723
|
-3%
|
|
|
33
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$7.48M
|
-$91.5K
|
-1,189
|
-1%
|
|
|
34
|
CX Institutional
Auburn,
Indiana
|
$6.89M
|
+$5.15M
|
+66,857
|
+303%
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$6.65M
|
+$1.14M
|
+14,826
|
+21%
|
|
|
36
|
Avantax Planning Partners
Dubuque,
Iowa
|
$6.36M
|
-$4.73M
|
-61,475
|
-43%
|
|
|
37
|
Diligent Investors
Redlands,
California
|
$6.23M
|
+$906K
|
+11,766
|
+17%
|
|
|
38
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$5.69M
|
-$239K
|
-3,102
|
-4%
|
|
|
39
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.31M
|
+$246K
|
+3,200
|
+5%
|
|
|
40
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.23M
|
+$378K
|
+4,912
|
+8%
|
|
|
41
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.23M
|
+$33.9K
|
+440
|
+0.7%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.94M
|
+$116K
|
+1,505
|
+2%
|
|
|
43
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.84M
|
-$2.9M
|
-37,703
|
-38%
|
|
|
44
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.78M
|
-$86.6K
|
-1,125
|
-2%
|
|
|
45
|
Ferris Capital
Marlborough,
Massachusetts
|
$4.78M
|
+$4.74M
|
+61,608
|
New
|
|
|
46
|
Harborview Advisors
Portland,
Maine
|
$4.5M
|
+$82.7K
|
+1,075
|
+2%
|
|
|
47
|
Veritable
Wilmington,
Delaware
|
$4.48M
|
+$153K
|
+1,990
|
+4%
|
|
|
48
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.24M
|
+$7.31K
|
+95
|
+0.2%
|
|
|
49
|
Foresight Wealth Management
Draper,
Utah
|
$4.24M
|
-$41.8K
|
-543
|
-1%
|
|
|
50
|
TIAA FSB
Jacksonville,
Florida
|
$3.91M
|
-$106K
|
-1,379
|
-3%
|
|
