|
1
|
Charles Schwab
San Francisco,
California
|
$81.2M
|
-$19.3M
|
-798,478
|
-19%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.9M
|
+$2.33M
|
+96,468
|
+35%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.1M
|
+$2.56M
|
+106,194
|
+46%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.8M
|
-$65.5K
|
-2,714
|
-0.8%
|
|
|
5
|
Columbus Macro
New Castle,
Pennsylvania
|
$7.36M
|
+$2.12M
|
+87,930
|
+41%
|
|
|
6
|
TAP Consulting
Kirkwood,
Missouri
|
$6.89M
|
+$2.68M
|
+111,270
|
+64%
|
|
|
7
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.36M
|
-$207K
|
-8,576
|
-4%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$5.13M
|
+$4.88M
|
+202,444
|
+2,014%
|
|
|
9
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$4.97M
|
+$352K
|
+14,598
|
+8%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$4.35M
|
-$104K
|
-4,316
|
-2%
|
|
|
11
|
White Wing Wealth Management
The Wodlands,
Texas
|
$4.09M
|
+$4.1M
|
+170,102
|
New
|
|
|
12
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$4.07M
|
+$468K
|
+19,388
|
+13%
|
|
|
13
|
|
$3.94M
|
+$3.94M
|
+163,140
|
+209,154%
|
|
|
14
|
HM Payson & Co
Portland,
Maine
|
$3.62M
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.35M
|
+$597K
|
+24,742
|
+22%
|
|
|
16
|
Essex LLC
Deer Park,
Illinois
|
$3.16M
|
+$18.3K
|
+760
|
+0.6%
|
|
|
17
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.1M
|
+$394K
|
+16,310
|
+15%
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.06M
|
-$148K
|
-6,140
|
-5%
|
|
|
19
|
|
$2.98M
|
-$1.26M
|
-52,224
|
-30%
|
|
|
20
|
Matthew Hamilton Rosenberg
|
$2.64M
|
-$41.7K
|
-1,730
|
-2%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.07M
|
+$422K
|
+17,488
|
+26%
|
|
|
22
|
Van Strum & Towne
San Francisco,
California
|
$2.03M
|
-$41K
|
-1,700
|
-2%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$2.02M
|
+$2.02M
|
+83,772
|
New
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.85M
|
+$260K
|
+10,780
|
+16%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.75M
|
+$350K
|
+14,504
|
+25%
|
|
