|
1
|
Charles Schwab
San Francisco,
California
|
$97.5M
|
+$136K
|
+5,844
|
+0.1%
|
|
|
2
|
|
$12.2M
|
+$9.39M
|
+403,074
|
+344%
|
|
|
3
|
TAP Consulting
Kirkwood,
Missouri
|
$9.03M
|
+$99.9K
|
+4,286
|
+1%
|
|
|
4
|
RFP Financial Group
Atlanta,
Georgia
|
$8.5M
|
+$8.45M
|
+362,650
|
New
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.95M
|
+$1.62M
|
+69,434
|
+38%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.71M
|
+$4.25M
|
+182,522
|
+300%
|
|
|
7
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$4.75M
|
-$1.45M
|
-62,170
|
-23%
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.97M
|
-$552K
|
-23,676
|
-12%
|
|
|
9
|
Matthew Hamilton Rosenberg
|
$3.73M
|
+$809K
|
+34,734
|
+28%
|
|
|
10
|
Client 1st Advisory Group
Dunedin,
Florida
|
$3.32M
|
-$971K
|
-41,678
|
-23%
|
|
|
11
|
HM Payson & Co
Portland,
Maine
|
$3.05M
|
+$3.03M
|
+130,000
|
New
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.92M
|
+$148K
|
+6,332
|
+5%
|
|
|
13
|
Roundview Capital
Princeton,
New Jersey
|
$2.29M
|
-$211K
|
-9,064
|
-9%
|
|
|
14
|
Van Strum & Towne
San Francisco,
California
|
$1.94M
|
+$13.5K
|
+580
|
+0.7%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$1.85M
|
-$4.79M
|
-205,394
|
-72%
|
|
|
16
|
Kaizen Financial Strategies
Campbell,
California
|
$1.83M
|
-$1.59M
|
-68,292
|
-47%
|
|
|
17
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.78M
|
+$932K
|
+40,000
|
+111%
|
|
|
18
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$1.71M
|
+$1.7M
|
+73,114
|
New
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$1.65M
|
+$1.64M
|
+70,390
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.54M
|
+$133K
|
+5,728
|
+10%
|
|
|
21
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.33M
|
+$30.1K
|
+1,292
|
+2%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.25M
|
+$6.29K
|
+270
|
+0.5%
|
|
|
23
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.13M
|
–
|
–
|
–
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$1.1M
|
+$71.9K
|
+3,086
|
+7%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.08M
|
-$94.8K
|
-4,066
|
-8%
|
|
