|
1
|
D.J. St. Germain
Springfield,
Massachusetts
|
$60.2M
|
+$58.5M
|
+615,588
|
New
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$50.6M
|
+$421K
|
+4,431
|
+0.9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
+$117K
|
+1,231
|
+0.3%
|
|
|
4
|
Modera Wealth Management
Westwood,
New Jersey
|
$35.7M
|
-$1.24M
|
-13,041
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$33.1M
|
-$226K
|
-2,375
|
-0.7%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.1M
|
+$19.5M
|
+204,878
|
+1,811%
|
|
|
7
|
|
$18.2M
|
-$583K
|
-6,130
|
-3%
|
|
|
8
|
Sterneck Capital Management
Kansas City,
Missouri
|
$7.24M
|
-$184K
|
-1,936
|
-3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.66M
|
+$587K
|
+6,178
|
+10%
|
|
|
10
|
Bellevue Asset Management
Bellevue,
Washington
|
$5.44M
|
+$59.7K
|
+628
|
+1%
|
|
|
11
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$4.63M
|
-$42.1K
|
-443
|
-0.9%
|
|
|
12
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.63M
|
-$42.1K
|
-443
|
-0.9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.5M
|
-$12M
|
-125,907
|
-73%
|
|
|
14
|
|
$4.47M
|
-$256K
|
-2,689
|
-6%
|
|
|
15
|
Empire Financial Management Company
New York
|
$3.66M
|
-$1.72M
|
-18,123
|
-33%
|
|
|
16
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.05M
|
-$2.9M
|
-30,513
|
-49%
|
|
|
17
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3.01M
|
-$294K
|
-3,089
|
-9%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.23M
|
-$20.7K
|
-218
|
-0.9%
|
|
|
19
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.94M
|
-$36.1K
|
-380
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.81M
|
-$750K
|
-7,888
|
-30%
|
|
|
21
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.67M
|
-$12.6M
|
-132,256
|
-89%
|
|
|
22
|
Fort Point Capital Partners
San Francisco,
California
|
$1.58M
|
+$10.7K
|
+113
|
+0.7%
|
|
|
23
|
|
$1.46M
|
+$297K
|
+3,125
|
+26%
|
|
|
24
|
RHS Financial
San Francisco,
California
|
$1.39M
|
+$834K
|
+8,770
|
+160%
|
|
|
25
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.19M
|
+$9.7K
|
+102
|
+0.8%
|
|
