|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$57.8M
|
-$227K
|
-2,152
|
-0.4%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$56.5M
|
-$2.59M
|
-24,524
|
-5%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$37.9M
|
-$886K
|
-8,400
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$34.8M
|
-$2.11M
|
-20,020
|
-6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$26.5M
|
-$24.2M
|
-229,202
|
-49%
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23.8M
|
-$290K
|
-2,750
|
-1%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.1M
|
-$829K
|
-7,854
|
-4%
|
|
|
8
|
Sterneck Capital Management
Kansas City,
Missouri
|
$8.54M
|
+$373K
|
+3,537
|
+5%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.1M
|
+$73.9K
|
+700
|
+1%
|
|
|
10
|
|
$5.74M
|
-$159K
|
-1,511
|
-3%
|
|
|
11
|
|
$5.33M
|
-$3.61M
|
-34,196
|
-42%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.61M
|
+$73.5K
|
+696
|
+2%
|
|
|
13
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3M
|
-$230K
|
-2,178
|
-8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.56M
|
+$16.8K
|
+159
|
+0.7%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.54M
|
–
|
–
|
–
|
|
|
16
|
MN Wealth Advisors
Overland Park,
Kansas
|
$2.3M
|
-$12.5K
|
-118
|
-0.6%
|
|
|
17
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$2.2M
|
-$125K
|
-1,188
|
-6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.1M
|
+$26K
|
+246
|
+1%
|
|
|
19
|
RHS Financial
San Francisco,
California
|
$2.06M
|
+$119K
|
+1,128
|
+7%
|
|
|
20
|
|
$1.95M
|
+$1.35M
|
+12,758
|
+273%
|
|
|
21
|
Empire Financial Management Company
New York
|
$1.75M
|
-$233K
|
-2,212
|
-12%
|
|
|
22
|
Fort Point Capital Partners
San Francisco,
California
|
$1.71M
|
-$55.7K
|
-528
|
-3%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.7M
|
-$583K
|
-5,520
|
-27%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.53M
|
+$39.8K
|
+377
|
+3%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$1.44M
|
+$249K
|
+2,363
|
+23%
|
|
