|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$118M
|
+$5.48M
|
+169,808
|
+5%
|
|
|
2
|
Hamel Associates
Chatham,
New Jersey
|
$25.7M
|
-$394K
|
-12,203
|
-1%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.5M
|
+$1.04M
|
+32,259
|
+6%
|
|
|
4
|
Modern Wealth Management
Lenexa,
Kansas
|
$19.1M
|
+$8.61M
|
+266,735
|
+80%
|
|
|
5
|
Summit Asset Management
Memphis,
Tennessee
|
$19M
|
-$257K
|
-7,953
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.6M
|
+$2.82M
|
+87,515
|
+19%
|
|
|
7
|
TriCert Investment Counsel
Waterloo,
|
$14.7M
|
+$15M
|
+463,465
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$13.8M
|
-$73.3K
|
-2,273
|
-0.5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$13.3M
|
+$56.9K
|
+1,764
|
+0.4%
|
|
|
10
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$12.2M
|
+$12.1M
|
+375,505
|
+4,846%
|
|
|
11
|
IRON Financial
Northbrook,
Illinois
|
$10.1M
|
+$244K
|
+7,560
|
+2%
|
|
|
12
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$9.55M
|
+$333K
|
+10,323
|
+4%
|
|
|
13
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$9.42M
|
+$10.2M
|
+316,645
|
New
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.92M
|
-$102K
|
-3,174
|
-1%
|
|
|
15
|
Nuveen
Charlotte,
North Carolina
|
$7.1M
|
+$7.22M
|
+223,899
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7M
|
+$5.56M
|
+172,190
|
+355%
|
|
|
17
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.66M
|
+$312K
|
+9,673
|
+5%
|
|
|
18
|
LongView Wealth Management
Atlanta,
Georgia
|
$6.58M
|
+$256K
|
+7,934
|
+4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.89M
|
+$715K
|
+22,152
|
+14%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.82M
|
+$2.48M
|
+76,949
|
+72%
|
|
|
21
|
Fiduciary Alliance
Greenville,
South Carolina
|
$5.78M
|
+$456K
|
+14,140
|
+8%
|
|
|
22
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$5.61M
|
-$15.4K
|
-476
|
-0.3%
|
|
|
23
|
OMC Financial Services
Dewitt,
New York
|
$5.31M
|
+$33.8K
|
+1,047
|
+0.6%
|
|
|
24
|
LeConte Wealth Management
Maryville,
Tennessee
|
$5.08M
|
-$376K
|
-11,657
|
-7%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$5M
|
+$279K
|
+8,645
|
+6%
|
|
