|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$152M
|
+$4.77M
|
+48,362
|
+3%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$70.6M
|
-$3.2M
|
-32,464
|
-4%
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$51M
|
-$4.44K
|
-45
|
-0%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$36.1M
|
+$529K
|
+5,362
|
+1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$31.9M
|
-$183K
|
-1,854
|
-0.6%
|
|
|
6
|
|
$22.4M
|
+$34.5K
|
+350
|
+0.2%
|
|
|
7
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$14.7M
|
+$5.19M
|
+52,604
|
+52%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.9M
|
-$1.88M
|
-19,111
|
-13%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$392K
|
+3,972
|
+3%
|
|
|
10
|
LexAurum Advisors
Overland Park,
Kansas
|
$8.97M
|
+$68.8K
|
+698
|
+0.8%
|
|
|
11
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$7.87M
|
+$121K
|
+1,228
|
+2%
|
|
|
12
|
Sterneck Capital Management
Kansas City,
Missouri
|
$6.74M
|
-$54.6K
|
-554
|
-0.8%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$6.05M
|
+$847K
|
+8,591
|
+16%
|
|
|
14
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.94M
|
+$68.9K
|
+699
|
+1%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.91M
|
+$774K
|
+7,851
|
+18%
|
|
|
16
|
SPC Financial Inc
Rockville,
Maryland
|
$4.83M
|
+$59.3K
|
+602
|
+1%
|
|
|
17
|
|
$4.21M
|
–
|
–
|
–
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$4.01M
|
-$211K
|
-2,140
|
-5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.37M
|
+$57.4K
|
+582
|
+2%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.26M
|
-$1.9M
|
-19,240
|
-45%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.23M
|
-$6.21K
|
-63
|
-0.3%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$1.57M
|
+$322K
|
+3,263
|
+25%
|
|
|
23
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.56M
|
-$25.6K
|
-260
|
-2%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$1.42M
|
+$669K
|
+6,790
|
+85%
|
|
|
25
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.4M
|
+$1.34M
|
+13,568
|
New
|
|
