|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$83.6M
|
+$41.4M
|
+564,801
|
+66%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$42.4M
|
+$8.83M
|
+120,369
|
+20%
|
|
|
3
|
SVA Wealth Management
Madison,
Wisconsin
|
$40.9M
|
+$1.65M
|
+22,562
|
+3%
|
|
|
4
|
Total Investment Management
Scottsdale,
Arizona
|
$38.9M
|
-$949K
|
-12,936
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$28.6M
|
-$4.67M
|
-63,734
|
-12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$27M
|
+$13.7M
|
+186,742
|
+68%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$22.5M
|
-$272K
|
-3,712
|
-1%
|
|
|
8
|
Planning Alternatives
Birmingham,
Michigan
|
$21.3M
|
+$2.97M
|
+40,512
|
+13%
|
|
|
9
|
Nottingham Advisors
Amherst,
New York
|
$18.2M
|
-$5.68M
|
-77,470
|
-20%
|
|
|
10
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$16.8M
|
+$4.98M
|
+67,923
|
+31%
|
|
|
11
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$15.1M
|
+$418K
|
+5,695
|
+2%
|
|
|
12
|
|
$14.3M
|
-$9.61K
|
-131
|
-0.1%
|
|
|
13
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$13.1M
|
+$1.01M
|
+13,811
|
+7%
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$10.1M
|
+$1.24M
|
+16,970
|
+11%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.24M
|
-$350K
|
-4,779
|
-4%
|
|
|
16
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$6.94M
|
-$1.97M
|
-26,879
|
-18%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$6.63M
|
+$6.6M
|
+89,972
|
+388%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.43M
|
-$4.64M
|
-63,297
|
-37%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.21M
|
+$1.01M
|
+13,766
|
+15%
|
|
|
20
|
LexAurum Advisors
Overland Park,
Kansas
|
$5.79M
|
+$2.56M
|
+34,849
|
+55%
|
|
|
21
|
Community Bank
Dewitt,
New York
|
$5.49M
|
-$168K
|
-2,290
|
-2%
|
|
|
22
|
|
$5.07M
|
+$2.14M
|
+29,117
|
+51%
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
$3.94M
|
+$689K
|
+9,394
|
+16%
|
|
|
24
|
Sterneck Capital Management
Kansas City,
Missouri
|
$3.79M
|
+$532K
|
+7,259
|
+13%
|
|
|
25
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.71M
|
-$1.07M
|
-14,575
|
-24%
|
|
