|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$61.9M
|
+$14.5K
|
+127
|
+0%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$55.7M
|
-$1.65M
|
-14,450
|
-3%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$38.3M
|
-$1.04M
|
-9,106
|
-3%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.5M
|
-$121K
|
-1,055
|
-0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
-$2.48M
|
-21,663
|
-9%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.5M
|
-$1.26M
|
-11,041
|
-6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$813K
|
-7,110
|
-5%
|
|
|
8
|
Sterneck Capital Management
Kansas City,
Missouri
|
$9.79M
|
+$317K
|
+2,772
|
+4%
|
|
|
9
|
|
$6.6M
|
-$193K
|
-1,691
|
-3%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.11M
|
-$575K
|
-5,034
|
-9%
|
|
|
11
|
|
$4.9M
|
+$14.1K
|
+123
|
+0.3%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.46M
|
+$112K
|
+977
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.56M
|
+$1.21M
|
+10,616
|
+56%
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.75M
|
-$115K
|
-1,010
|
-4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.71M
|
+$655K
|
+5,732
|
+34%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.5M
|
-$5.49K
|
-48
|
-0.2%
|
|
|
17
|
MN Wealth Advisors
Overland Park,
Kansas
|
$2.34M
|
-$112K
|
-977
|
-5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.06M
|
-$219K
|
-1,917
|
-10%
|
|
|
19
|
RHS Financial
San Francisco,
California
|
$2.02M
|
-$430K
|
-3,758
|
-18%
|
|
|
20
|
Fort Point Capital Partners
San Francisco,
California
|
$1.85M
|
+$24.8K
|
+217
|
+1%
|
|
|
21
|
Empire Financial Management Company
New York
|
$1.39M
|
-$67.1K
|
-587
|
-5%
|
|
|
22
|
|
$1.38M
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
+$147K
|
+1,286
|
+13%
|
|
|
24
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.23M
|
+$25.5K
|
+223
|
+2%
|
|
|
25
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.17M
|
-$62.6K
|
-548
|
-5%
|
|
