|
1
|
SVA Wealth Management
Madison,
Wisconsin
|
$48.1M
|
+$1.77M
|
+25,086
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$42.5M
|
+$443K
|
+6,261
|
+1%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$35.9M
|
+$8.7M
|
+123,017
|
+33%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$35.2M
|
+$8.07M
|
+114,101
|
+31%
|
|
|
5
|
Nottingham Advisors
Amherst,
New York
|
$28.4M
|
+$118K
|
+1,664
|
+0.4%
|
|
|
6
|
Pacific Financial Group
Bellevue,
Washington
|
$25.6M
|
-$5.43M
|
-76,794
|
-18%
|
|
|
7
|
Total Investment Management
Scottsdale,
Arizona
|
$24.5M
|
-$23.9M
|
-338,688
|
-50%
|
|
|
8
|
Frontier Wealth Management
Kansas City,
Missouri
|
$22.5M
|
+$7.14K
|
+101
|
+0%
|
|
|
9
|
|
$22.1M
|
+$77.4K
|
+1,095
|
+0.4%
|
|
|
10
|
Planning Alternatives
Birmingham,
Michigan
|
$18.4M
|
-$1.39M
|
-19,590
|
-7%
|
|
|
11
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$17.9M
|
-$1.08M
|
-15,284
|
-6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$15.6M
|
+$6.9M
|
+97,644
|
+84%
|
|
|
13
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$13.6M
|
+$715K
|
+10,111
|
+6%
|
|
|
14
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12.6M
|
+$12.2M
|
+172,698
|
New
|
|
|
15
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$12M
|
+$782K
|
+11,055
|
+7%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
-$3.69M
|
-52,256
|
-25%
|
|
|
17
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$9.92M
|
-$4.1M
|
-58,030
|
-30%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$9.91M
|
+$7.46M
|
+105,509
|
+353%
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$9.82M
|
+$558K
|
+7,898
|
+6%
|
|
|
20
|
|
$8.76M
|
-$21.7K
|
-307
|
-0.3%
|
|
|
21
|
Community Bank
Dewitt,
New York
|
$7.31M
|
–
|
–
|
–
|
|
|
22
|
|
$7.29M
|
+$707K
|
+10,000
|
+11%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.32M
|
+$1.61M
|
+22,712
|
+36%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$6M
|
+$311K
|
+4,392
|
+6%
|
|
|
25
|
Sterneck Capital Management
Kansas City,
Missouri
|
$5.33M
|
-$143K
|
-2,020
|
-3%
|
|
