|
1
|
Charles Schwab
San Francisco,
California
|
$98.9M
|
+$17.6K
|
+744
|
+0%
|
|
|
2
|
TAP Consulting
Kirkwood,
Missouri
|
$8.93M
|
-$224K
|
-9,474
|
-2%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.14M
|
+$103K
|
+4,368
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.06M
|
+$274K
|
+11,592
|
+5%
|
|
|
5
|
|
$5.51M
|
-$6.82M
|
-288,656
|
-55%
|
|
|
6
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$4.86M
|
+$43.2K
|
+1,828
|
+0.9%
|
|
|
7
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.4M
|
+$367K
|
+15,540
|
+9%
|
|
|
8
|
Matthew Hamilton Rosenberg
|
$3.81M
|
+$31.1K
|
+1,314
|
+0.8%
|
|
|
9
|
HM Payson & Co
Portland,
Maine
|
$3.09M
|
–
|
–
|
–
|
|
|
10
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.04M
|
+$72.5K
|
+3,068
|
+2%
|
|
|
11
|
Client 1st Advisory Group
Dunedin,
Florida
|
$2.44M
|
-$921K
|
-38,954
|
-27%
|
|
|
12
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$2.39M
|
+$643K
|
+27,178
|
+37%
|
|
|
13
|
Van Strum & Towne
San Francisco,
California
|
$1.96M
|
–
|
–
|
–
|
|
|
14
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.81M
|
–
|
–
|
–
|
|
|
15
|
Atria Wealth Solutions
New York
|
$1.76M
|
-$123K
|
-5,222
|
-7%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.22M
|
-$122K
|
-5,142
|
-9%
|
|
|
17
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.17M
|
+$116K
|
+4,920
|
+11%
|
|
|
18
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.15M
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.14M
|
+$636K
|
+26,884
|
+127%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$1.14M
|
+$31K
|
+1,310
|
+3%
|
|
|
21
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$1.01M
|
-$13.3K
|
-564
|
-1%
|
|
|
22
|
Essex LLC
Deer Park,
Illinois
|
$1M
|
–
|
–
|
–
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$920K
|
-$170K
|
-7,176
|
-16%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$849K
|
-$710K
|
-30,048
|
-46%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$712K
|
+$82.6K
|
+3,494
|
+13%
|
|
