|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$58.4M
|
+$57.6M
|
+766,100
|
+26,610%
|
|
|
2
|
Total Investment Management
Scottsdale,
Arizona
|
$51.5M
|
-$45.2K
|
-602
|
-0.1%
|
|
|
3
|
SVA Wealth Management
Madison,
Wisconsin
|
$51M
|
+$184K
|
+2,447
|
+0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$47M
|
+$1.02M
|
+13,551
|
+2%
|
|
|
5
|
D.J. St. Germain
Springfield,
Massachusetts
|
$35.8M
|
+$1.46M
|
+19,430
|
+4%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$33.3M
|
-$4.43M
|
-58,995
|
-12%
|
|
|
7
|
Pacific Financial Group
Bellevue,
Washington
|
$30.8M
|
+$4.61M
|
+61,404
|
+18%
|
|
|
8
|
Nottingham Advisors
Amherst,
New York
|
$29.5M
|
+$109K
|
+1,448
|
+0.4%
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$25.1M
|
+$22.6M
|
+300,926
|
+1,025%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$22.1M
|
+$3.9M
|
+51,860
|
+22%
|
|
|
11
|
Planning Alternatives
Birmingham,
Michigan
|
$19.6M
|
+$477K
|
+6,350
|
+3%
|
|
|
12
|
Frontier Wealth Management
Kansas City,
Missouri
|
$18.6M
|
-$2.55M
|
-33,907
|
-12%
|
|
|
13
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$18.2M
|
+$494K
|
+6,579
|
+3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
+$3.04M
|
+40,457
|
+21%
|
|
|
15
|
|
$17.7M
|
+$781K
|
+10,400
|
+5%
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$15.6M
|
+$1.41M
|
+18,779
|
+10%
|
|
|
17
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$15M
|
-$1.13K
|
-15
|
-0%
|
|
|
18
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$10.8M
|
+$267K
|
+3,555
|
+3%
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$10.6M
|
+$13.7K
|
+182
|
+0.1%
|
|
|
20
|
|
$10.4M
|
+$1.34M
|
+17,788
|
+15%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$9.74M
|
-$58.1K
|
-773
|
-0.6%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$8.14M
|
+$977K
|
+13,001
|
+14%
|
|
|
23
|
Community Bank
Dewitt,
New York
|
$7.59M
|
+$28.9K
|
+385
|
+0.4%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$6.61M
|
-$739K
|
-9,837
|
-10%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.03M
|
+$1.18M
|
+15,657
|
+25%
|
|
