|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$87.3M
|
-$76.2M
|
-746,229
|
-47%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$68.5M
|
+$587K
|
+5,751
|
+0.9%
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$55.2M
|
+$244K
|
+2,395
|
+0.5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$35.3M
|
-$2.26M
|
-22,127
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
-$218K
|
-2,135
|
-0.6%
|
|
|
6
|
|
$22.8M
|
+$439K
|
+4,301
|
+2%
|
|
|
7
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$17.6M
|
+$930K
|
+9,109
|
+6%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$17.6M
|
+$674K
|
+6,605
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$1.19M
|
+11,618
|
+8%
|
|
|
10
|
Sterneck Capital Management
Kansas City,
Missouri
|
$7.44M
|
+$617K
|
+6,044
|
+9%
|
|
|
11
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$7.32M
|
-$1.29M
|
-12,628
|
-15%
|
|
|
12
|
LexAurum Advisors
Overland Park,
Kansas
|
$7.28M
|
-$4.06M
|
-39,813
|
-36%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$6.74M
|
+$9.9K
|
+97
|
+0.2%
|
|
|
14
|
|
$6.5M
|
+$6.35M
|
+62,198
|
New
|
|
|
15
|
Bellevue Asset Management
Bellevue,
Washington
|
$5.71M
|
+$248K
|
+2,428
|
+5%
|
|
|
16
|
|
$5.19M
|
+$3.4M
|
+33,358
|
+204%
|
|
|
17
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$5.15M
|
-$3.02M
|
-29,544
|
-36%
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$4.27M
|
-$41.5K
|
-407
|
-1%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.93M
|
-$2.33M
|
-22,856
|
-45%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.65M
|
+$128K
|
+1,253
|
+5%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.44M
|
+$12.8K
|
+125
|
+0.5%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.27M
|
-$74.3K
|
-728
|
-3%
|
|
|
23
|
55I LLC
Boston,
Massachusetts
|
$2.1M
|
+$1.75M
|
+17,196
|
+600%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2M
|
+$74.2K
|
+727
|
+4%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.89M
|
+$44.7K
|
+438
|
+2%
|
|
