|
1
|
SVA Wealth Management
Madison,
Wisconsin
|
$50.1M
|
+$831K
|
+11,259
|
+2%
|
|
|
2
|
Total Investment Management
Scottsdale,
Arizona
|
$49.7M
|
+$25.1M
|
+339,550
|
+100%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$45.4M
|
+$1.91M
|
+25,824
|
+4%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$37.2M
|
+$1.14M
|
+15,439
|
+3%
|
|
|
5
|
D.J. St. Germain
Springfield,
Massachusetts
|
$33.8M
|
-$2.88M
|
-39,028
|
-8%
|
|
|
6
|
Nottingham Advisors
Amherst,
New York
|
$29M
|
+$99.8K
|
+1,352
|
+0.4%
|
|
|
7
|
Pacific Financial Group
Bellevue,
Washington
|
$25.6M
|
–
|
–
|
–
|
|
|
8
|
Frontier Wealth Management
Kansas City,
Missouri
|
$20.9M
|
-$2.08M
|
-28,153
|
-9%
|
|
|
9
|
Planning Alternatives
Birmingham,
Michigan
|
$18.9M
|
+$62K
|
+840
|
+0.3%
|
|
|
10
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$18M
|
-$558K
|
-7,560
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
+$1.94M
|
+26,350
|
+12%
|
|
|
12
|
|
$16.7M
|
-$5.86M
|
-79,350
|
-26%
|
|
|
13
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$14.7M
|
+$781K
|
+10,584
|
+6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
+$3.01M
|
+40,743
|
+27%
|
|
|
15
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$14M
|
+$1.02M
|
+13,810
|
+8%
|
|
|
16
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$11.6M
|
-$675K
|
-9,142
|
-6%
|
|
|
17
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$10.5M
|
+$390K
|
+5,288
|
+4%
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$10.4M
|
+$367K
|
+4,969
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$9.66M
|
-$466K
|
-6,315
|
-5%
|
|
|
20
|
|
$8.92M
|
+$1.44M
|
+19,545
|
+20%
|
|
|
21
|
Community Bank
Dewitt,
New York
|
$7.46M
|
-$24K
|
-325
|
-0.3%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$7.25M
|
+$7.15M
|
+96,926
|
New
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.05M
|
+$579K
|
+7,841
|
+9%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$5.96M
|
-$174K
|
-2,361
|
-3%
|
|
|
25
|
|
$5.95M
|
+$1.4M
|
+18,957
|
+31%
|
|
