|
1
|
Planning Alternatives
Birmingham,
Michigan
|
$60M
|
+$1.11M
|
+9,326
|
+2%
|
|
|
2
|
D.J. St. Germain
Springfield,
Massachusetts
|
$50.7M
|
-$2.51M
|
-20,994
|
-5%
|
|
|
3
|
Modera Wealth Management
Westwood,
New Jersey
|
$35.1M
|
-$1.49M
|
-12,441
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$30M
|
+$6.12M
|
+51,226
|
+24%
|
|
|
5
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23.4M
|
-$1.01M
|
-8,481
|
-4%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.9M
|
-$789K
|
-6,605
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$53.3K
|
+446
|
+0.3%
|
|
|
8
|
Sterneck Capital Management
Kansas City,
Missouri
|
$9.19M
|
-$148K
|
-1,242
|
-2%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$6.66M
|
+$6.97M
|
+58,369
|
New
|
|
|
10
|
|
$6.34M
|
+$40.8K
|
+342
|
+0.6%
|
|
|
11
|
|
$4.84M
|
+$170K
|
+1,426
|
+3%
|
|
|
12
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.56M
|
+$314K
|
+2,631
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.56M
|
-$868K
|
-7,268
|
-24%
|
|
|
14
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.54M
|
-$81.1K
|
-679
|
-3%
|
|
|
15
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.51M
|
+$2.62M
|
+21,953
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.49M
|
-$99.6K
|
-834
|
-4%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.38M
|
–
|
–
|
–
|
|
|
18
|
MN Wealth Advisors
Overland Park,
Kansas
|
$2.23M
|
-$3.82K
|
-32
|
-0.2%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.94M
|
-$21K
|
-176
|
-1%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.88M
|
+$966K
|
+8,092
|
+96%
|
|
|
21
|
Fort Point Capital Partners
San Francisco,
California
|
$1.78M
|
+$12.7K
|
+106
|
+0.7%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.71M
|
+$472K
|
+3,953
|
+36%
|
|
|
23
|
Vise Technologies
New York
|
$1.65M
|
+$1.73M
|
+14,495
|
New
|
|
|
24
|
RHS Financial
San Francisco,
California
|
$1.42M
|
-$527K
|
-4,413
|
-26%
|
|
|
25
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.41M
|
+$245K
|
+2,054
|
+20%
|
|
