|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$48M
|
-$159K
|
-2,276
|
-0.3%
|
|
|
2
|
SVA Wealth Management
Madison,
Wisconsin
|
$41.1M
|
+$901K
|
+12,907
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$37.2M
|
+$1.87M
|
+26,790
|
+5%
|
|
|
4
|
Nottingham Advisors
Amherst,
New York
|
$28.7M
|
+$43.8K
|
+627
|
+0.2%
|
|
|
5
|
Pacific Financial Group
Bellevue,
Washington
|
$27.7M
|
+$29.8M
|
+426,350
|
New
|
|
|
6
|
D.J. St. Germain
Springfield,
Massachusetts
|
$23.9M
|
+$25.7M
|
+368,121
|
New
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$23.8M
|
+$4.57M
|
+65,436
|
+22%
|
|
|
8
|
Frontier Wealth Management
Kansas City,
Missouri
|
$19.9M
|
-$1.39M
|
-19,977
|
-6%
|
|
|
9
|
|
$19.6M
|
+$7.05M
|
+101,043
|
+50%
|
|
|
10
|
Planning Alternatives
Birmingham,
Michigan
|
$17.6M
|
-$256K
|
-3,666
|
-1%
|
|
|
11
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$16.9M
|
+$18.2M
|
+260,482
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$398K
|
+5,706
|
+3%
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$13M
|
+$4.06M
|
+58,225
|
+43%
|
|
|
14
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$11.4M
|
-$627K
|
-8,988
|
-5%
|
|
|
15
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$9.92M
|
-$646K
|
-9,253
|
-6%
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$8.2M
|
+$8.82M
|
+126,403
|
New
|
|
|
17
|
|
$7.78M
|
-$1.26K
|
-18
|
-0%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$7.5M
|
+$954K
|
+13,675
|
+13%
|
|
|
19
|
Community Bank
Dewitt,
New York
|
$6.48M
|
+$5.23K
|
+75
|
+0.1%
|
|
|
20
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$5.96M
|
+$11K
|
+158
|
+0.2%
|
|
|
21
|
|
$5.81M
|
+$6.25M
|
+89,587
|
New
|
|
|
22
|
Cetera Advisors
Denver,
Colorado
|
$5.05M
|
+$387K
|
+5,545
|
+8%
|
|
|
23
|
|
$5.01M
|
-$5.91M
|
-84,749
|
-52%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.95M
|
+$159K
|
+2,282
|
+3%
|
|
|
25
|
Sterneck Capital Management
Kansas City,
Missouri
|
$4.86M
|
-$3.49M
|
-50,015
|
-40%
|
|
