|
1
|
Charles Schwab
San Francisco,
California
|
$88.6M
|
+$3.98M
|
+155,674
|
+5%
|
|
|
2
|
55I LLC
Boston,
Massachusetts
|
$41.9M
|
-$9.83M
|
-383,938
|
-19%
|
|
|
3
|
Client 1st Advisory Group
Dunedin,
Florida
|
$16.5M
|
+$2.04M
|
+79,882
|
+14%
|
|
|
4
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$14.8M
|
-$3.05M
|
-119,310
|
-17%
|
|
|
5
|
Cooper Financial Group
Irvine,
California
|
$13.7M
|
-$5.15M
|
-201,236
|
-27%
|
|
|
6
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$10.9M
|
+$10.9M
|
+425,930
|
New
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$8.83M
|
-$2.53M
|
-99,012
|
-22%
|
|
|
8
|
Vivid Financial Management
Orcutt,
California
|
$8.52M
|
-$428K
|
-16,708
|
-5%
|
|
|
9
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$7.83M
|
+$7.85M
|
+306,784
|
New
|
|
|
10
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.7M
|
-$2.46M
|
-96,200
|
-27%
|
|
|
11
|
Clearview Wealth Advisors
Salem,
Oregon
|
$6.35M
|
-$2.35M
|
-91,908
|
-27%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$6.34M
|
-$28.2K
|
-1,100
|
-0.4%
|
|
|
13
|
Austin Private Wealth
Austin,
Texas
|
$5.83M
|
-$1.37M
|
-53,594
|
-19%
|
|
|
14
|
Copperleaf Capital
Raleigh,
North Carolina
|
$5.73M
|
-$1.08M
|
-42,056
|
-16%
|
|
|
15
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.23M
|
+$64.9K
|
+2,536
|
+1%
|
|
|
16
|
FLC Capital Advisors
Palm Desert,
California
|
$4.99M
|
+$65.2K
|
+2,546
|
+1%
|
|
|
17
|
CCG Wealth Management
San Diego,
California
|
$4.79M
|
+$4.8M
|
+187,636
|
New
|
|
|
18
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$4.58M
|
-$1.46M
|
-57,174
|
-24%
|
|
|
19
|
Northstar Advisory Group
Northfield,
New Jersey
|
$4.58M
|
+$4.59M
|
+179,418
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.46M
|
-$674K
|
-26,322
|
-13%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$4.42M
|
-$1.09M
|
-42,624
|
-20%
|
|
|
22
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.16M
|
-$949K
|
-37,080
|
-19%
|
|
|
23
|
Kaizen Financial Strategies
Campbell,
California
|
$3.9M
|
+$3.91M
|
+152,938
|
New
|
|
|
24
|
|
$3.9M
|
+$3.96M
|
+154,718
|
New
|
|
|
25
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$3.81M
|
+$113K
|
+4,428
|
+3%
|
|
