|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.7M
|
+$12.6M
|
+520,116
|
+293%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$11.7M
|
+$11.2M
|
+461,129
|
+796%
|
|
|
3
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11.1M
|
+$11.9M
|
+492,305
|
New
|
|
|
4
|
McCarthy Asset Management
Redwood Shores,
California
|
$5.46M
|
+$64.9K
|
+2,680
|
+1%
|
|
|
5
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.28M
|
+$4.1M
|
+169,506
|
New
|
|
|
6
|
First Merchants Corp
Muncie,
Indiana
|
$4.13M
|
+$2.19M
|
+90,286
|
+97%
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$3.49M
|
+$1.69M
|
+69,854
|
+82%
|
|
|
8
|
Columbus Macro
New Castle,
Pennsylvania
|
$3.44M
|
-$1.32M
|
-54,615
|
-26%
|
|
|
9
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$3.44M
|
+$1.03M
|
+42,377
|
+38%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.42M
|
-$1.17M
|
-48,266
|
-24%
|
|
|
11
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.3M
|
+$1.6M
|
+66,101
|
+183%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.8M
|
-$242K
|
-10,006
|
-11%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.8M
|
-$1.92M
|
-79,151
|
-50%
|
|
|
14
|
CVA Family Office
Denver,
Colorado
|
$1.56M
|
-$17K
|
-701
|
-1%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$1.54M
|
-$252K
|
-10,395
|
-13%
|
|
|
16
|
|
$1.41M
|
-$153K
|
-6,325
|
-9%
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.41M
|
+$1.51M
|
+62,507
|
New
|
|
|
18
|
Berkeley Inc
Boise,
Idaho
|
$1.4M
|
+$53.5K
|
+2,211
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.16M
|
+$1.25M
|
+51,549
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
+$1.13M
|
+46,685
|
New
|
|
|
21
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.03M
|
+$1.11M
|
+45,902
|
New
|
|
|
22
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$796K
|
+$857K
|
+35,393
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$790K
|
+$593K
|
+24,475
|
+230%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$779K
|
+$839K
|
+34,638
|
New
|
|
|
25
|
Flow Traders U.S.
New York
|
$749K
|
-$2.6M
|
-107,346
|
-76%
|
|
