|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$48.5M
|
-$1.9M
|
-20,254
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$44.5M
|
+$3.18M
|
+33,833
|
+8%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$38.8M
|
-$8.73M
|
-92,927
|
-18%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$33.1M
|
+$257K
|
+2,739
|
+0.8%
|
|
|
5
|
|
$18.4M
|
-$2.88M
|
-30,647
|
-14%
|
|
|
6
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$18.2M
|
+$1.18M
|
+12,580
|
+7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.4M
|
-$219K
|
-2,333
|
-1%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.8M
|
-$547K
|
-5,824
|
-4%
|
|
|
9
|
|
$9.1M
|
–
|
–
|
–
|
|
|
10
|
Sterneck Capital Management
Kansas City,
Missouri
|
$7.19M
|
+$32.7K
|
+348
|
+0.5%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$5.56M
|
-$7.54M
|
-80,262
|
-58%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.46M
|
+$5.41M
|
+57,611
|
New
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$5.09M
|
+$72.2K
|
+769
|
+1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.79M
|
+$613K
|
+6,528
|
+15%
|
|
|
15
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.49M
|
+$10.6K
|
+113
|
+0.2%
|
|
|
16
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$4.49M
|
+$10.6K
|
+113
|
+0.2%
|
|
|
17
|
|
$4.08M
|
+$3.95M
|
+42,016
|
+3,964%
|
|
|
18
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3.24M
|
-$106K
|
-1,131
|
-3%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.59M
|
+$203K
|
+2,162
|
+9%
|
|
|
20
|
Integrity Advisory
Overland Park,
Kansas
|
$2.24M
|
+$888K
|
+9,455
|
+67%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.19M
|
-$17.4K
|
-185
|
-0.8%
|
|
|
22
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.9M
|
+$1.88M
|
+20,003
|
New
|
|
|
23
|
Fort Point Capital Partners
San Francisco,
California
|
$1.48M
|
+$37K
|
+394
|
+3%
|
|
|
24
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.37M
|
-$2.25K
|
-24
|
-0.2%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.22M
|
-$1.78M
|
-19,004
|
-60%
|
|
