|
1
|
Charles Schwab
San Francisco,
California
|
$98.3M
|
-$1.99K
|
-84
|
-0%
|
|
|
2
|
TAP Consulting
Kirkwood,
Missouri
|
$8.75M
|
-$132K
|
-5,566
|
-1%
|
|
|
3
|
|
$5.49M
|
+$12.9K
|
+544
|
+0.2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.33M
|
-$700K
|
-29,518
|
-12%
|
|
|
5
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.67M
|
+$4.69M
|
+197,622
|
New
|
|
|
6
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.37M
|
+$285
|
+12
|
+0%
|
|
|
7
|
HM Payson & Co
Portland,
Maine
|
$3.55M
|
+$475K
|
+20,000
|
+15%
|
|
|
8
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.13M
|
+$110K
|
+4,624
|
+4%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.93M
|
-$3.18M
|
-133,998
|
-52%
|
|
|
10
|
Matthew Hamilton Rosenberg
|
$2.89M
|
-$906K
|
-38,166
|
-24%
|
|
|
11
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$2.4M
|
+$26.4K
|
+1,112
|
+1%
|
|
|
12
|
Van Strum & Towne
San Francisco,
California
|
$2.17M
|
+$216K
|
+9,100
|
+11%
|
|
|
13
|
Client 1st Advisory Group
Dunedin,
Florida
|
$2.02M
|
-$414K
|
-17,426
|
-17%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
+$1.41M
|
+59,590
|
New
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.22M
|
+$5.32K
|
+224
|
+0.4%
|
|
|
16
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.2M
|
–
|
–
|
–
|
|
|
17
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.18M
|
+$13.1K
|
+550
|
+1%
|
|
|
18
|
Valmark Advisers
Akron,
Ohio
|
$1.14M
|
+$4.03K
|
+170
|
+0.4%
|
|
|
19
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.06M
|
+$449K
|
+18,928
|
+73%
|
|
|
20
|
Essex LLC
Deer Park,
Illinois
|
$959K
|
-$51.5K
|
-2,170
|
-5%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$935K
|
+$544K
|
+22,928
|
+138%
|
|
|
22
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$879K
|
-$129K
|
-5,440
|
-13%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$839K
|
+$380K
|
+16,014
|
+82%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$657K
|
-$50.6K
|
-2,132
|
-7%
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
$635K
|
+$638K
|
+26,880
|
New
|
|
