|
1
|
Charles Schwab
San Francisco,
California
|
$92.2M
|
+$4.56M
|
+179,924
|
+5%
|
|
|
2
|
55I LLC
Boston,
Massachusetts
|
$29.1M
|
-$12.5M
|
-491,538
|
-30%
|
|
|
3
|
|
$23.1M
|
+$22.7M
|
+895,444
|
+5,227%
|
|
|
4
|
Client 1st Advisory Group
Dunedin,
Florida
|
$14.5M
|
-$1.81M
|
-71,234
|
-11%
|
|
|
5
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$13M
|
-$1.59M
|
-62,854
|
-11%
|
|
|
6
|
West Wealth Group
Irvine,
California
|
$9.33M
|
+$9.36M
|
+369,190
|
New
|
|
|
7
|
FLC Capital Advisors
Palm Desert,
California
|
$8.11M
|
+$3.18M
|
+125,422
|
+64%
|
|
|
8
|
|
$7.28M
|
+$7.3M
|
+288,070
|
New
|
|
|
9
|
Copperleaf Capital
Raleigh,
North Carolina
|
$7.23M
|
+$1.57M
|
+61,770
|
+28%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$7.03M
|
-$1.71M
|
-67,556
|
-20%
|
|
|
11
|
Vivid Financial Management
Orcutt,
California
|
$6.47M
|
-$1.97M
|
-77,822
|
-23%
|
|
|
12
|
One Wealth Advisors
San Francisco,
California
|
$5.67M
|
-$605K
|
-23,890
|
-10%
|
|
|
13
|
Physician Wealth Advisors
Midvale,
Utah
|
$5.43M
|
-$1.2M
|
-47,444
|
-18%
|
|
|
14
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.01M
|
-$165K
|
-6,518
|
-3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.64M
|
+$222K
|
+8,758
|
+5%
|
|
|
16
|
Clearview Wealth Advisors
Salem,
Oregon
|
$4.53M
|
-$1.77M
|
-69,678
|
-28%
|
|
|
17
|
Kaizen Financial Strategies
Campbell,
California
|
$4.24M
|
+$377K
|
+14,878
|
+10%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.14M
|
+$4.15M
|
+163,760
|
New
|
|
|
19
|
|
$4.01M
|
+$127K
|
+5,020
|
+3%
|
|
|
20
|
Austin Private Wealth
Austin,
Texas
|
$4M
|
-$1.78M
|
-70,130
|
-31%
|
|
|
21
|
Security Financial Services
Fort Wayne,
Indiana
|
$3.57M
|
+$3.58M
|
+141,086
|
New
|
|
|
22
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$3.48M
|
-$290K
|
-11,436
|
-8%
|
|
|
23
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$3.13M
|
-$1.41M
|
-55,600
|
-31%
|
|
|
24
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.13M
|
-$999K
|
-39,428
|
-24%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.75M
|
+$140K
|
+5,516
|
+5%
|
|
