|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$168M
|
+$392K
|
+3,845
|
+0.2%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$69M
|
-$8.59M
|
-84,170
|
-11%
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$55.8M
|
-$435K
|
-4,259
|
-0.8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$38.1M
|
-$1.64M
|
-16,028
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$35.1M
|
-$95.5K
|
-936
|
-0.3%
|
|
|
6
|
|
$22.7M
|
-$1.95M
|
-19,080
|
-8%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$17.2M
|
+$2.93M
|
+28,674
|
+22%
|
|
|
8
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$16.9M
|
+$687K
|
+6,737
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$15.5M
|
+$1.91M
|
+18,683
|
+15%
|
|
|
10
|
LexAurum Advisors
Overland Park,
Kansas
|
$11.6M
|
+$1.65M
|
+16,162
|
+17%
|
|
|
11
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$8.77M
|
+$8.44M
|
+82,690
|
New
|
|
|
12
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$8.61M
|
-$62.3K
|
-611
|
-0.7%
|
|
|
13
|
Sterneck Capital Management
Kansas City,
Missouri
|
$6.91M
|
-$498K
|
-4,882
|
-7%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$6.83M
|
+$147K
|
+1,442
|
+2%
|
|
|
15
|
SPC Financial Inc
Rockville,
Maryland
|
$5.57M
|
+$236K
|
+2,316
|
+5%
|
|
|
16
|
Bellevue Asset Management
Bellevue,
Washington
|
$5.49M
|
+$89.5K
|
+877
|
+2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.4M
|
+$2.8M
|
+27,412
|
+117%
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$4.38M
|
-$38.4K
|
-376
|
-0.9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.79M
|
+$2.25M
|
+22,009
|
+518%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.56M
|
-$45.8K
|
-449
|
-2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.46M
|
+$306
|
+3
|
+0%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.38M
|
+$2.29M
|
+22,442
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.95M
|
-$3.34M
|
-32,704
|
-64%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$1.88M
|
+$1.64M
|
+16,119
|
+1,037%
|
|
|
25
|
|
$1.74M
|
+$1.1M
|
+10,825
|
+195%
|
|
