|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$49.1M
|
+$184K
|
+1,903
|
+0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45M
|
+$163K
|
+1,689
|
+0.4%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$36.1M
|
-$3.05M
|
-31,636
|
-8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$32.6M
|
-$886K
|
-9,188
|
-3%
|
|
|
5
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$18.9M
|
+$551K
|
+5,709
|
+3%
|
|
|
6
|
|
$18.4M
|
-$212K
|
-2,196
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$940K
|
+9,741
|
+6%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.3M
|
+$387K
|
+4,014
|
+3%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$7.26M
|
+$8.29K
|
+86
|
+0.1%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.92M
|
+$1.1M
|
+11,375
|
+22%
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.9M
|
+$391K
|
+4,057
|
+7%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$5.57M
|
-$43K
|
-446
|
-0.8%
|
|
|
13
|
Empire Financial Management Company
New York
|
$5.31M
|
+$5.36M
|
+55,517
|
New
|
|
|
14
|
Bellevue Asset Management
Bellevue,
Washington
|
$5.26M
|
+$31.7K
|
+329
|
+0.6%
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$5.03M
|
-$108K
|
-1,124
|
-2%
|
|
|
16
|
|
$4.62M
|
+$510K
|
+5,289
|
+12%
|
|
|
17
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$4.57M
|
+$43.7K
|
+453
|
+1%
|
|
|
18
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.57M
|
+$43.7K
|
+453
|
+1%
|
|
|
19
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3.24M
|
-$27.5K
|
-285
|
-0.8%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.71M
|
+$1.77M
|
+18,386
|
+184%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.52M
|
-$93K
|
-964
|
-4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.2M
|
-$7.72K
|
-80
|
-0.3%
|
|
|
23
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.93M
|
+$20.6K
|
+214
|
+1%
|
|
|
24
|
Fort Point Capital Partners
San Francisco,
California
|
$1.53M
|
+$41.6K
|
+431
|
+3%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.16M
|
-$80.3K
|
-832
|
-6%
|
|
