|
1
|
Charles Schwab
San Francisco,
California
|
$96.1M
|
+$7.34M
|
+309,416
|
+8%
|
|
|
2
|
TAP Consulting
Kirkwood,
Missouri
|
$8.81M
|
-$88K
|
-3,706
|
-1%
|
|
|
3
|
Atria Wealth Solutions
New York
|
$6.59M
|
+$569K
|
+23,958
|
+9%
|
|
|
4
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$6.13M
|
+$1.33M
|
+55,828
|
+27%
|
|
|
5
|
FLC Capital Advisors
Palm Desert,
California
|
$4.48M
|
-$3.37M
|
-141,960
|
-42%
|
|
|
6
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.47M
|
+$4.58M
|
+192,966
|
New
|
|
|
7
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.27M
|
-$180K
|
-7,572
|
-4%
|
|
|
8
|
Client 1st Advisory Group
Dunedin,
Florida
|
$4.25M
|
-$367K
|
-15,444
|
-8%
|
|
|
9
|
Kaizen Financial Strategies
Campbell,
California
|
$3.37M
|
+$92.1K
|
+3,882
|
+3%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.01M
|
+$2.02M
|
+85,136
|
+190%
|
|
|
11
|
Matthew Hamilton Rosenberg
|
$2.88M
|
+$2.95M
|
+124,358
|
New
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.74M
|
-$15.8K
|
-664
|
-0.6%
|
|
|
13
|
|
$2.71M
|
-$28.7M
|
-1,208,976
|
-91%
|
|
|
14
|
Roundview Capital
Princeton,
New Jersey
|
$2.47M
|
+$1.6M
|
+67,260
|
+171%
|
|
|
15
|
Copperleaf Capital
Raleigh,
North Carolina
|
$2.04M
|
-$4.05M
|
-170,820
|
-66%
|
|
|
16
|
Van Strum & Towne
San Francisco,
California
|
$1.9M
|
-$77.2K
|
-3,254
|
-4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
+$559K
|
+23,564
|
+63%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.39M
|
-$86.1K
|
-3,628
|
-6%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.28M
|
-$416K
|
-17,528
|
-24%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.23M
|
-$32.1K
|
-1,352
|
-2%
|
|
|
21
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.22M
|
–
|
–
|
–
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.16M
|
+$997
|
+42
|
+0.1%
|
|
|
23
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.02M
|
-$119K
|
-5,018
|
-10%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$1.01M
|
+$89.9K
|
+3,788
|
+9%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$974K
|
-$57.9K
|
-2,438
|
-5%
|
|
