|
1
|
Charles Schwab
San Francisco,
California
|
$91.2M
|
+$2.02M
|
+84,560
|
+2%
|
|
|
2
|
|
$31.5M
|
-$10.2M
|
-425,142
|
-24%
|
|
|
3
|
TAP Consulting
Kirkwood,
Missouri
|
$9.13M
|
+$5.01M
|
+209,680
|
+120%
|
|
|
4
|
FLC Capital Advisors
Palm Desert,
California
|
$7.97M
|
-$603K
|
-25,228
|
-7%
|
|
|
5
|
Atria Wealth Solutions
New York
|
$6.19M
|
+$6.23M
|
+260,528
|
New
|
|
|
6
|
Copperleaf Capital
Raleigh,
North Carolina
|
$6.14M
|
-$780K
|
-32,610
|
-11%
|
|
|
7
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$4.96M
|
+$3.43M
|
+143,334
|
+218%
|
|
|
8
|
Client 1st Advisory Group
Dunedin,
Florida
|
$4.72M
|
-$5.71M
|
-238,604
|
-55%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.56M
|
+$4.59M
|
+191,936
|
New
|
|
|
10
|
Kaizen Financial Strategies
Campbell,
California
|
$3.36M
|
-$4.4K
|
-184
|
-0.1%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.83M
|
-$3.15M
|
-131,700
|
-52%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.83M
|
+$152K
|
+6,366
|
+6%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$2.53M
|
+$41.8K
|
+1,750
|
+2%
|
|
|
14
|
Van Strum & Towne
San Francisco,
California
|
$2.02M
|
–
|
–
|
–
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$1.98M
|
+$519K
|
+21,702
|
+35%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.73M
|
-$47K
|
-1,964
|
-3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.51M
|
+$129K
|
+5,414
|
+9%
|
|
|
18
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$1.38M
|
-$593K
|
-24,780
|
-30%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.3M
|
-$2.12M
|
-88,608
|
-62%
|
|
|
20
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.25M
|
–
|
–
|
–
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.18M
|
+$17.1K
|
+714
|
+1%
|
|
|
22
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.16M
|
-$59.2K
|
-2,474
|
-5%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.14M
|
-$142K
|
-5,924
|
-11%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
-$544K
|
-22,766
|
-34%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.06M
|
+$338K
|
+14,156
|
+47%
|
|
