|
1
|
Charles Schwab
San Francisco,
California
|
$83.3M
|
+$2.15M
|
+89,294
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.94M
|
+$55K
|
+2,286
|
+0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.02M
|
+$228K
|
+9,468
|
+3%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.94M
|
-$153K
|
-6,376
|
-2%
|
|
|
5
|
TAP Consulting
Kirkwood,
Missouri
|
$7.51M
|
+$632K
|
+26,292
|
+9%
|
|
|
6
|
Columbus Macro
New Castle,
Pennsylvania
|
$7.21M
|
-$146K
|
-6,084
|
-2%
|
|
|
7
|
White Wing Wealth Management
The Wodlands,
Texas
|
$6.58M
|
+$2.46M
|
+102,314
|
+60%
|
|
|
8
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.22M
|
-$137K
|
-5,686
|
-3%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$4.07M
|
-$278K
|
-11,584
|
-6%
|
|
|
10
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$4.03M
|
-$36.7K
|
-1,526
|
-0.9%
|
|
|
11
|
|
$3.77M
|
+$785K
|
+32,646
|
+26%
|
|
|
12
|
HM Payson & Co
Portland,
Maine
|
$3.62M
|
–
|
–
|
–
|
|
|
13
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.52M
|
+$372K
|
+15,492
|
+12%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.44M
|
+$96K
|
+3,992
|
+3%
|
|
|
15
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.3M
|
+$203K
|
+8,460
|
+7%
|
|
|
16
|
Essex LLC
Deer Park,
Illinois
|
$3.11M
|
-$47.1K
|
-1,960
|
-1%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.92M
|
+$1.07M
|
+44,410
|
+58%
|
|
|
18
|
Matthew Hamilton Rosenberg
|
$2.69M
|
+$51.4K
|
+2,140
|
+2%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$2.56M
|
+$485K
|
+20,170
|
+24%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.37M
|
+$614K
|
+25,546
|
+35%
|
|
|
21
|
Van Strum & Towne
San Francisco,
California
|
$2.24M
|
+$208K
|
+8,650
|
+10%
|
|
|
22
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.05M
|
+$2.04M
|
+84,750
|
New
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$1.84M
|
+$130K
|
+5,392
|
+8%
|
|
|
24
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.71M
|
+$368K
|
+15,296
|
+28%
|
|
|
25
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.68M
|
–
|
–
|
–
|
|
