|
1
|
Modera Wealth Management
Westwood,
New Jersey
|
$32.7M
|
-$2.27M
|
-19,929
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$31.4M
|
+$61.8K
|
+543
|
+0.2%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$30.4M
|
-$20.4M
|
-179,011
|
-41%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.2M
|
+$496K
|
+4,352
|
+2%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.3M
|
-$4.48M
|
-39,356
|
-21%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$585K
|
+5,135
|
+4%
|
|
|
7
|
Sterneck Capital Management
Kansas City,
Missouri
|
$10M
|
+$360K
|
+3,162
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.78M
|
+$2.6M
|
+22,857
|
+66%
|
|
|
9
|
|
$6.13M
|
-$665K
|
-5,842
|
-10%
|
|
|
10
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.55M
|
+$212K
|
+1,865
|
+4%
|
|
|
11
|
|
$5.4M
|
+$230K
|
+2,022
|
+5%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$4.85M
|
+$368K
|
+3,231
|
+9%
|
|
|
13
|
Vise Technologies
New York
|
$3.26M
|
+$3.14M
|
+27,593
|
New
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.2M
|
+$726K
|
+6,371
|
+31%
|
|
|
15
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.63M
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.62M
|
+$111K
|
+972
|
+5%
|
|
|
17
|
Planning Alternatives
Birmingham,
Michigan
|
$2.56M
|
-$24.4M
|
-214,424
|
-91%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.41M
|
+$11.4K
|
+100
|
+0.5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.35M
|
+$106K
|
+932
|
+5%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.09M
|
+$213K
|
+1,872
|
+12%
|
|
|
21
|
MN Wealth Advisors
Overland Park,
Kansas
|
$1.98M
|
-$267K
|
-2,347
|
-12%
|
|
|
22
|
Fort Point Capital Partners
San Francisco,
California
|
$1.89M
|
-$20.4K
|
-179
|
-1%
|
|
|
23
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.49M
|
+$13.7K
|
+120
|
+1%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$1.38M
|
+$536K
|
+4,710
|
+67%
|
|
|
25
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.38M
|
+$159K
|
+1,398
|
+14%
|
|
