|
1
|
D.J. St. Germain
Springfield,
Massachusetts
|
$59.3M
|
–
|
–
|
–
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$45.5M
|
-$37.8K
|
-398
|
-0.1%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$43M
|
-$4.48M
|
-47,213
|
-9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$37.2M
|
+$765K
|
+8,061
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$29.7M
|
+$843K
|
+8,878
|
+3%
|
|
|
6
|
|
$19.2M
|
+$552K
|
+5,813
|
+3%
|
|
|
7
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$15.4M
|
+$487K
|
+5,129
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14.1M
|
+$423K
|
+4,459
|
+3%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.9M
|
+$302K
|
+3,177
|
+2%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$11.9M
|
+$938K
|
+9,882
|
+8%
|
|
|
11
|
|
$8.21M
|
+$5.9M
|
+62,122
|
+184%
|
|
|
12
|
|
$7.17M
|
+$6.08M
|
+64,100
|
+325%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$6.63M
|
+$7.36M
|
+77,567
|
New
|
|
|
14
|
Sterneck Capital Management
Kansas City,
Missouri
|
$6.46M
|
+$233K
|
+2,450
|
+3%
|
|
|
15
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.82M
|
-$6.93K
|
-73
|
-0.1%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$4.53M
|
+$312K
|
+3,285
|
+7%
|
|
|
17
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$4.04M
|
+$34.1K
|
+359
|
+0.8%
|
|
|
18
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.04M
|
+$34.1K
|
+359
|
+0.8%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.76M
|
+$2.35M
|
+24,776
|
+129%
|
|
|
20
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3.02M
|
-$528K
|
-5,563
|
-14%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2.73M
|
-$814K
|
-8,580
|
-21%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$2.28M
|
+$530K
|
+5,581
|
+26%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.15M
|
-$398K
|
-4,189
|
-14%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.99M
|
-$4.75K
|
-50
|
-0.2%
|
|
|
25
|
Fort Point Capital Partners
San Francisco,
California
|
$1.3M
|
+$17.7K
|
+186
|
+1%
|
|
