|
1
|
Charles Schwab
San Francisco,
California
|
$84.8M
|
+$4.35M
|
+170,162
|
+5%
|
|
|
2
|
55I LLC
Boston,
Massachusetts
|
$51.8M
|
+$17.1M
|
+667,022
|
+49%
|
|
|
3
|
Cooper Financial Group
Irvine,
California
|
$18.9M
|
+$721K
|
+28,206
|
+4%
|
|
|
4
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$17.9M
|
+$4.66M
|
+182,348
|
+35%
|
|
|
5
|
Client 1st Advisory Group
Dunedin,
Florida
|
$14.5M
|
+$10.5M
|
+411,206
|
+266%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$11.4M
|
+$3.77M
|
+147,488
|
+50%
|
|
|
7
|
Physician Wealth Advisors
Midvale,
Utah
|
$9.21M
|
+$5.81M
|
+227,228
|
+172%
|
|
|
8
|
Vivid Financial Management
Orcutt,
California
|
$8.97M
|
+$5.74M
|
+224,594
|
+178%
|
|
|
9
|
Clearview Wealth Advisors
Salem,
Oregon
|
$8.72M
|
+$1.41M
|
+55,288
|
+19%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$7.37M
|
+$454K
|
+17,750
|
+7%
|
|
|
11
|
Austin Private Wealth
Austin,
Texas
|
$7.21M
|
+$19.6K
|
+768
|
+0.3%
|
|
|
12
|
Copperleaf Capital
Raleigh,
North Carolina
|
$6.82M
|
+$359K
|
+14,030
|
+6%
|
|
|
13
|
One Wealth Advisors
San Francisco,
California
|
$6.38M
|
+$2.06M
|
+80,662
|
+48%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.09M
|
-$1.44M
|
-56,254
|
-19%
|
|
|
15
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$6.05M
|
+$496K
|
+19,376
|
+9%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$5.52M
|
+$393K
|
+15,376
|
+8%
|
|
|
17
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.17M
|
+$773K
|
+30,228
|
+18%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.14M
|
+$3.23M
|
+126,228
|
+169%
|
|
|
19
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$5.12M
|
+$2.86M
|
+111,744
|
+126%
|
|
|
20
|
FLC Capital Advisors
Palm Desert,
California
|
$4.93M
|
+$2.25M
|
+87,990
|
+84%
|
|
|
21
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$3.7M
|
+$114K
|
+4,474
|
+3%
|
|
|
22
|
Centaurus Financial
Anaheim,
California
|
$3.26M
|
+$1.57M
|
+61,560
|
+94%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.09M
|
+$1.82M
|
+71,248
|
+143%
|
|
|
24
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.68M
|
+$810K
|
+31,670
|
+43%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.66M
|
-$45K
|
-1,760
|
-2%
|
|
