|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$109M
|
+$9.88M
|
+148,434
|
+10%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$53.5M
|
+$3.17M
|
+47,624
|
+7%
|
|
|
3
|
SVA Wealth Management
Madison,
Wisconsin
|
$49.9M
|
+$1.4M
|
+21,049
|
+3%
|
|
|
4
|
Planning Alternatives
Birmingham,
Michigan
|
$27.4M
|
+$2.13M
|
+32,054
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$25.9M
|
-$7.65M
|
-114,874
|
-24%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$23.5M
|
-$3.01M
|
-45,185
|
-12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$23.3M
|
-$8.22M
|
-123,545
|
-27%
|
|
|
8
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$15.7M
|
+$111K
|
+1,672
|
+0.7%
|
|
|
9
|
|
$14.8M
|
-$2.03M
|
-30,441
|
-13%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10M
|
+$2.58M
|
+38,728
|
+37%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.3M
|
-$256K
|
-3,843
|
-3%
|
|
|
12
|
LexAurum Advisors
Overland Park,
Kansas
|
$5.72M
|
-$1.09M
|
-16,346
|
-17%
|
|
|
13
|
Sterneck Capital Management
Kansas City,
Missouri
|
$5.07M
|
+$571K
|
+8,571
|
+13%
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$4.97M
|
-$6.67M
|
-100,179
|
-58%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$4.37M
|
-$279K
|
-4,195
|
-6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.09M
|
+$2.56M
|
+38,431
|
+188%
|
|
|
17
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.45M
|
-$15.8M
|
-237,094
|
-83%
|
|
|
18
|
SPC Financial Inc
Rockville,
Maryland
|
$3.4M
|
+$397K
|
+5,959
|
+14%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.46M
|
-$5.17M
|
-77,732
|
-69%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$2.35M
|
-$691K
|
-10,379
|
-23%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$2.29M
|
+$658K
|
+9,887
|
+43%
|
|
|
22
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.2M
|
+$86.3K
|
+1,296
|
+4%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.85M
|
+$85.6K
|
+1,286
|
+5%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.81M
|
–
|
–
|
–
|
|
|
25
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.51M
|
-$5.85M
|
-87,833
|
-80%
|
|
