|
26
|
Bank of America
Charlotte,
North Carolina
|
$9.82M
|
+$720K
|
+9,260
|
+8%
|
|
|
27
|
IHT Wealth Management
Chicago,
Illinois
|
$9.55M
|
-$3.26M
|
-41,918
|
-25%
|
|
|
28
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$9.42M
|
+$1.09K
|
+14
|
+0%
|
|
|
29
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$8.67M
|
+$165K
|
+2,124
|
+2%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.22M
|
+$217K
|
+2,786
|
+3%
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$8.1M
|
-$47.4K
|
-610
|
-0.6%
|
|
|
32
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$7.46M
|
+$173K
|
+2,221
|
+2%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$7.36M
|
+$29.8K
|
+383
|
+0.4%
|
|
|
34
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.31M
|
-$54.1K
|
-696
|
-0.7%
|
|
|
35
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$6.98M
|
+$2.32M
|
+29,787
|
+48%
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$6.8M
|
+$319K
|
+4,107
|
+5%
|
|
|
37
|
CX Institutional
Auburn,
Indiana
|
$6.44M
|
-$296K
|
-3,809
|
-4%
|
|
|
38
|
Diligent Investors
Redlands,
California
|
$6.23M
|
–
|
–
|
–
|
|
|
39
|
Avantax Planning Partners
Dubuque,
Iowa
|
$6.13M
|
-$74.4K
|
-957
|
-1%
|
|
|
40
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$5.47M
|
-$86.4K
|
-1,111
|
-2%
|
|
|
41
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.31M
|
+$207K
|
+2,660
|
+4%
|
|
|
42
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.25M
|
+$153K
|
+1,962
|
+3%
|
|
|
43
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.96M
|
+$1.79M
|
+23,073
|
+54%
|
|
|
44
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.63M
|
-$35.2K
|
-452
|
-0.7%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.58M
|
-$252K
|
-3,240
|
-5%
|
|
|
46
|
Harborview Advisors
Portland,
Maine
|
$4.39M
|
-$622
|
-8
|
-0%
|
|
|
47
|
Foresight Wealth Management
Draper,
Utah
|
$4.38M
|
+$257K
|
+3,298
|
+6%
|
|
|
48
|
Veritable
Wilmington,
Delaware
|
$4.37M
|
–
|
–
|
–
|
|
|
49
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.11M
|
-$32.6K
|
-419
|
-0.8%
|
|
|
50
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.97M
|
+$196K
|
+2,514
|
+5%
|
|
