|
1
|
D.J. St. Germain
Springfield,
Massachusetts
|
$59.3M
|
-$752K
|
-7,599
|
-1%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$50.3M
|
-$28.3M
|
-285,732
|
-34%
|
|
|
3
|
Planning Alternatives
Birmingham,
Michigan
|
$48.7M
|
+$371K
|
+3,750
|
+0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$39.1M
|
+$9.74M
|
+98,430
|
+30%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$30.9M
|
+$50.1K
|
+506
|
+0.1%
|
|
|
6
|
|
$20.1M
|
+$105K
|
+1,061
|
+0.5%
|
|
|
7
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$16M
|
+$553K
|
+5,584
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$223K
|
+2,255
|
+1%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.5M
|
-$2.05M
|
-20,675
|
-12%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$11.8M
|
+$12.8M
|
+129,055
|
New
|
|
|
11
|
Sterneck Capital Management
Kansas City,
Missouri
|
$6.69M
|
+$183K
|
+1,848
|
+3%
|
|
|
12
|
Bellevue Asset Management
Bellevue,
Washington
|
$5.09M
|
+$99.5K
|
+1,006
|
+2%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$4.55M
|
-$1.47M
|
-14,806
|
-23%
|
|
|
14
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$4.29M
|
-$2.29M
|
-23,156
|
-33%
|
|
|
15
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.29M
|
-$472K
|
-4,773
|
-9%
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3.74M
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.71M
|
+$2.22M
|
+22,386
|
+124%
|
|
|
18
|
|
$3.1M
|
-$2.81M
|
-28,356
|
-46%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.69M
|
+$393K
|
+3,973
|
+16%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.13M
|
–
|
–
|
–
|
|
|
21
|
55I LLC
Boston,
Massachusetts
|
$1.93M
|
+$101K
|
+1,016
|
+5%
|
|
|
22
|
|
$1.8M
|
-$2.97M
|
-30,020
|
-60%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.76M
|
+$14.2K
|
+144
|
+0.8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44M
|
+$271K
|
+2,740
|
+21%
|
|
|
25
|
Integrity Advisory
Overland Park,
Kansas
|
$1.43M
|
+$277K
|
+2,804
|
+22%
|
|
