|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$68.6M
|
+$7.14M
|
+92,482
|
+12%
|
|
|
2
|
Total Investment Management
Scottsdale,
Arizona
|
$53.9M
|
-$108K
|
-1,404
|
-0.2%
|
|
|
3
|
Golden State Wealth Management
Santa Ana,
California
|
$53.9M
|
+$52.2M
|
+676,474
|
New
|
|
|
4
|
SVA Wealth Management
Madison,
Wisconsin
|
$53.8M
|
+$226K
|
+2,926
|
+0.4%
|
|
|
5
|
D.J. St. Germain
Springfield,
Massachusetts
|
$48M
|
+$10.2M
|
+131,539
|
+28%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$44M
|
-$5.21M
|
-67,495
|
-11%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$30.8M
|
-$3.95M
|
-51,155
|
-12%
|
|
|
8
|
Nottingham Advisors
Amherst,
New York
|
$30.6M
|
-$152K
|
-1,967
|
-0.5%
|
|
|
9
|
Planning Alternatives
Birmingham,
Michigan
|
$25.7M
|
+$4.95M
|
+64,047
|
+25%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$21.8M
|
+$3.02M
|
+39,056
|
+17%
|
|
|
11
|
Pacific Financial Group
Bellevue,
Washington
|
$21.7M
|
-$10.7M
|
-138,186
|
-34%
|
|
|
12
|
|
$19.4M
|
+$769K
|
+9,957
|
+4%
|
|
|
13
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$18.9M
|
-$444K
|
-5,753
|
-2%
|
|
|
14
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$17.4M
|
+$1.05M
|
+13,646
|
+7%
|
|
|
15
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$16.7M
|
+$1.01M
|
+13,072
|
+7%
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$13.8M
|
-$5.57M
|
-72,069
|
-29%
|
|
|
17
|
|
$12.9M
|
+$1.96M
|
+25,329
|
+18%
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$12.3M
|
+$1.18M
|
+15,330
|
+11%
|
|
|
19
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$12M
|
+$593K
|
+7,673
|
+5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$10.2M
|
-$9.42K
|
-122
|
-0.1%
|
|
|
21
|
Community Bank
Dewitt,
New York
|
$7.64M
|
-$315K
|
-4,075
|
-4%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.34M
|
+$983K
|
+12,731
|
+16%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$6.07M
|
-$838K
|
-10,857
|
-12%
|
|
|
24
|
LexAurum Advisors
Overland Park,
Kansas
|
$5.09M
|
+$1.28M
|
+16,611
|
+35%
|
|
|
25
|
Avalon Capital Management
Port Of Redwood City,
California
|
$5.09M
|
+$4.94M
|
+63,915
|
New
|
|
