|
1
|
Bank of America
Charlotte,
North Carolina
|
$34M
|
+$1.03M
|
+8,485
|
+3%
|
|
|
2
|
Modera Wealth Management
Westwood,
New Jersey
|
$33.8M
|
-$546K
|
-4,506
|
-2%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$30.9M
|
-$977K
|
-8,055
|
-3%
|
|
|
4
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27.3M
|
+$830K
|
+6,844
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.3M
|
-$411K
|
-3,387
|
-3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.3M
|
-$1.46M
|
-12,041
|
-8%
|
|
|
7
|
Sterneck Capital Management
Kansas City,
Missouri
|
$10.7M
|
+$199K
|
+1,642
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.9M
|
+$767K
|
+6,326
|
+11%
|
|
|
9
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$6.35M
|
+$522K
|
+4,305
|
+9%
|
|
|
10
|
|
$6.28M
|
-$141K
|
-1,164
|
-2%
|
|
|
11
|
|
$5.76M
|
+$102K
|
+843
|
+2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$5.11M
|
+$22.9K
|
+189
|
+0.5%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.71M
|
+$1.33M
|
+10,980
|
+40%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.38M
|
+$1.19M
|
+9,844
|
+56%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.83M
|
+$76.5K
|
+631
|
+3%
|
|
|
16
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.76M
|
–
|
–
|
–
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.56M
|
+$26.7K
|
+220
|
+1%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.36M
|
-$107K
|
-879
|
-4%
|
|
|
19
|
MN Wealth Advisors
Overland Park,
Kansas
|
$2.01M
|
-$63.8K
|
-526
|
-3%
|
|
|
20
|
Planning Alternatives
Birmingham,
Michigan
|
$1.86M
|
-$811K
|
-6,692
|
-31%
|
|
|
21
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.8M
|
+$224K
|
+1,851
|
+15%
|
|
|
22
|
|
$1.76M
|
+$1.48M
|
+12,173
|
+600%
|
|
|
23
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.56M
|
+$107K
|
+886
|
+8%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$1.43M
|
+$334K
|
+2,751
|
+31%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$1.38M
|
-$66K
|
-544
|
-5%
|
|
