|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$56.4M
|
+$53.8K
|
+493
|
+0.1%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$52.4M
|
-$2.7M
|
-24,714
|
-5%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$35.9M
|
-$955K
|
-8,743
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$25.5M
|
-$311K
|
-2,846
|
-1%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23.4M
|
+$246K
|
+2,253
|
+1%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19M
|
-$1.51M
|
-13,809
|
-7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
-$18.9M
|
-173,451
|
-56%
|
|
|
8
|
Sterneck Capital Management
Kansas City,
Missouri
|
$8.63M
|
+$304K
|
+2,785
|
+4%
|
|
|
9
|
|
$6.21M
|
+$612K
|
+5,604
|
+11%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.12M
|
-$802K
|
-7,342
|
-12%
|
|
|
11
|
|
$4.46M
|
-$738K
|
-6,758
|
-14%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.97M
|
+$445K
|
+4,080
|
+13%
|
|
|
13
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.62M
|
-$304K
|
-2,780
|
-10%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.29M
|
-$196K
|
-1,791
|
-8%
|
|
|
15
|
RHS Financial
San Francisco,
California
|
$2.25M
|
+$246K
|
+2,256
|
+12%
|
|
|
16
|
MN Wealth Advisors
Overland Park,
Kansas
|
$2.24M
|
-$3.38K
|
-31
|
-0.2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.09M
|
+$40.9K
|
+375
|
+2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.09M
|
-$409K
|
-3,750
|
-16%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.85M
|
+$448K
|
+4,107
|
+32%
|
|
|
20
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.79M
|
-$354K
|
-3,241
|
-17%
|
|
|
21
|
Fort Point Capital Partners
San Francisco,
California
|
$1.67M
|
-$4.26K
|
-39
|
-0.3%
|
|
|
22
|
|
$1.64M
|
-$268K
|
-2,455
|
-14%
|
|
|
23
|
Empire Financial Management Company
New York
|
$1.33M
|
-$371K
|
-3,397
|
-22%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
-$203K
|
-1,859
|
-14%
|
|
|
25
|
|
$1.26M
|
+$991K
|
+9,080
|
+373%
|
|
