|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$118M
|
+$1.74M
|
+23,683
|
+2%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$58.3M
|
+$1.26M
|
+17,115
|
+2%
|
|
|
3
|
SVA Wealth Management
Madison,
Wisconsin
|
$53.4M
|
+$252K
|
+3,418
|
+0.5%
|
|
|
4
|
Planning Alternatives
Birmingham,
Michigan
|
$35M
|
+$5.77M
|
+78,349
|
+20%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$27.3M
|
-$335K
|
-4,547
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$24.9M
|
+$39.7K
|
+539
|
+0.2%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$18.9M
|
-$6.12M
|
-83,084
|
-25%
|
|
|
8
|
|
$14.7M
|
-$1.07M
|
-14,551
|
-7%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.7M
|
+$954K
|
+12,953
|
+9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.94M
|
+$93.2K
|
+1,266
|
+1%
|
|
|
11
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$6.37M
|
-$10.3M
|
-139,360
|
-62%
|
|
|
12
|
LexAurum Advisors
Overland Park,
Kansas
|
$6.31M
|
+$210K
|
+2,847
|
+3%
|
|
|
13
|
|
$5.54M
|
+$5.52M
|
+74,915
|
New
|
|
|
14
|
Sterneck Capital Management
Kansas City,
Missouri
|
$5.38M
|
-$30.9K
|
-419
|
-0.6%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$4.44M
|
-$214K
|
-2,910
|
-5%
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3.5M
|
-$1.79M
|
-24,310
|
-34%
|
|
|
17
|
SPC Financial Inc
Rockville,
Maryland
|
$3.47M
|
-$157K
|
-2,130
|
-4%
|
|
|
18
|
|
$3.24M
|
+$1.81M
|
+24,627
|
+128%
|
|
|
19
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.91M
|
+$563K
|
+7,649
|
+24%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$2.89M
|
+$451K
|
+6,125
|
+19%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.77M
|
+$2.31M
|
+31,305
|
+514%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.25M
|
-$2.09M
|
-28,433
|
-48%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.81M
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.75M
|
-$218K
|
-2,956
|
-11%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$1.72M
|
-$777K
|
-10,552
|
-31%
|
|
