|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$142M
|
-$5.63M
|
-64,342
|
-4%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$74.3M
|
+$298K
|
+3,409
|
+0.4%
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$46.1M
|
+$1.39M
|
+15,848
|
+3%
|
|
|
4
|
Total Investment Management
Scottsdale,
Arizona
|
$38.9M
|
+$58.1M
|
+663,538
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$34.5M
|
+$316K
|
+3,612
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$31.2M
|
-$996K
|
-11,382
|
-3%
|
|
|
7
|
|
$21.4M
|
+$3.51M
|
+40,110
|
+21%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.7M
|
-$3.5M
|
-39,986
|
-20%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11M
|
-$162K
|
-1,853
|
-2%
|
|
|
10
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$8.35M
|
+$836K
|
+9,559
|
+12%
|
|
|
11
|
LexAurum Advisors
Overland Park,
Kansas
|
$7.81M
|
-$48.3K
|
-552
|
-0.6%
|
|
|
12
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$7.36M
|
+$95.2K
|
+1,088
|
+1%
|
|
|
13
|
Sterneck Capital Management
Kansas City,
Missouri
|
$6.34M
|
-$284K
|
-3,244
|
-4%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$5.5M
|
-$1.87M
|
-21,407
|
-26%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.3M
|
+$882K
|
+10,083
|
+21%
|
|
|
16
|
SPC Financial Inc
Rockville,
Maryland
|
$4.98M
|
+$368K
|
+4,208
|
+8%
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$4.95M
|
-$566K
|
-6,475
|
-11%
|
|
|
18
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.42M
|
+$95K
|
+1,086
|
+2%
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$4.01M
|
-$137K
|
-1,561
|
-3%
|
|
|
20
|
|
$4M
|
–
|
–
|
–
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.81M
|
+$415K
|
+4,746
|
+13%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.12M
|
-$39.3K
|
-449
|
-2%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.83M
|
-$3.06K
|
-35
|
-0.2%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.81M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.79M
|
+$53.7K
|
+614
|
+3%
|
|
