|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$136M
|
+$1.83M
|
+22,953
|
+1%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$67.8M
|
+$1.78M
|
+22,390
|
+3%
|
|
|
3
|
SVA Wealth Management
Madison,
Wisconsin
|
$62.6M
|
+$2.08M
|
+26,128
|
+4%
|
|
|
4
|
Planning Alternatives
Birmingham,
Michigan
|
$40.9M
|
+$1.25M
|
+15,700
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$31.3M
|
+$405K
|
+5,078
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$29.6M
|
+$1.29M
|
+16,232
|
+5%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$16.8M
|
-$4.27M
|
-53,546
|
-21%
|
|
|
8
|
|
$16.3M
|
-$321K
|
-4,021
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$106K
|
+1,332
|
+1%
|
|
|
10
|
LexAurum Advisors
Overland Park,
Kansas
|
$7.2M
|
+$65.2K
|
+818
|
+1%
|
|
|
11
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$6.85M
|
-$344K
|
-4,312
|
-5%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$6.83M
|
+$6.18M
|
+77,540
|
+1,876%
|
|
|
13
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$6.65M
|
+$6.34M
|
+79,518
|
New
|
|
|
14
|
Sterneck Capital Management
Kansas City,
Missouri
|
$6.08M
|
+$2.55K
|
+32
|
+0%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$5.08M
|
+$48.8K
|
+612
|
+1%
|
|
|
16
|
|
$4.41M
|
-$1.77M
|
-22,166
|
-30%
|
|
|
17
|
SPC Financial Inc
Rockville,
Maryland
|
$4.21M
|
+$268K
|
+3,356
|
+7%
|
|
|
18
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.07M
|
+$632K
|
+7,934
|
+20%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.01M
|
+$840K
|
+10,537
|
+28%
|
|
|
20
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3.81M
|
-$140K
|
-1,751
|
-4%
|
|
|
21
|
|
$3.66M
|
–
|
–
|
–
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.1M
|
+$2.09M
|
+26,171
|
+242%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$2.64M
|
-$603K
|
-7,561
|
-19%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.98M
|
-$319
|
-4
|
-0%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.81M
|
–
|
–
|
–
|
|
