|
1
|
D.J. St. Germain
Springfield,
Massachusetts
|
$53.9M
|
-$4.1M
|
-41,856
|
-7%
|
|
|
2
|
Planning Alternatives
Birmingham,
Michigan
|
$48.2M
|
-$409K
|
-4,175
|
-0.8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$44.1M
|
-$274K
|
-2,790
|
-0.6%
|
|
|
4
|
Modera Wealth Management
Westwood,
New Jersey
|
$33.1M
|
-$1.19M
|
-12,095
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$31.3M
|
-$477K
|
-4,861
|
-1%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.6M
|
+$306K
|
+3,117
|
+1%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.5M
|
+$20.4M
|
+208,037
|
New
|
|
|
8
|
|
$17.5M
|
+$52.5K
|
+535
|
+0.3%
|
|
|
9
|
Sterneck Capital Management
Kansas City,
Missouri
|
$6.98M
|
+$24.9K
|
+254
|
+0.3%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.01M
|
-$405K
|
-4,132
|
-6%
|
|
|
11
|
|
$5.37M
|
+$1.13M
|
+11,498
|
+25%
|
|
|
12
|
Bellevue Asset Management
Bellevue,
Washington
|
$5.1M
|
-$133K
|
-1,359
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.9M
|
-$436K
|
-4,447
|
-10%
|
|
|
14
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.97M
|
+$46.8K
|
+477
|
+2%
|
|
|
15
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.77M
|
-$135K
|
-1,378
|
-4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.13M
|
-$7.84K
|
-80
|
-0.4%
|
|
|
17
|
Empire Financial Management Company
New York
|
$2.07M
|
-$1.51M
|
-15,374
|
-41%
|
|
|
18
|
|
$1.98M
|
+$1.04M
|
+10,558
|
+100%
|
|
|
19
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.94M
|
+$76.4K
|
+779
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.75M
|
+$6.08K
|
+62
|
+0.3%
|
|
|
21
|
Fort Point Capital Partners
San Francisco,
California
|
$1.5M
|
-$15.1K
|
-154
|
-1%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.43M
|
+$1.49M
|
+15,239
|
New
|
|
|
23
|
RHS Financial
San Francisco,
California
|
$1.31M
|
-$24.7K
|
-252
|
-2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.22M
|
+$197K
|
+2,006
|
+18%
|
|
|
25
|
Patten Group
Chattanooga,
Tennessee
|
$1.22M
|
+$123K
|
+1,251
|
+11%
|
|
