|
1
|
Charles Schwab
San Francisco,
California
|
$28.3M
|
+$31.1M
|
+1,414,946
|
New
|
|
|
2
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.6M
|
-$2.55M
|
-115,917
|
-17%
|
|
|
3
|
Summit Asset Management
Memphis,
Tennessee
|
$11M
|
+$694K
|
+31,610
|
+6%
|
|
|
4
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$10.8M
|
+$1.06M
|
+48,483
|
+10%
|
|
|
5
|
McCarthy Asset Management
Redwood Shores,
California
|
$5M
|
+$156K
|
+7,083
|
+3%
|
|
|
6
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.46M
|
-$196K
|
-8,948
|
-5%
|
|
|
7
|
First Merchants Corp
Muncie,
Indiana
|
$4.21M
|
+$596K
|
+27,160
|
+15%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.1M
|
+$3.74M
|
+170,392
|
+492%
|
|
|
9
|
|
$4.08M
|
+$4.27M
|
+194,550
|
+2,133%
|
|
|
10
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$4.01M
|
+$4.4M
|
+200,526
|
New
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$3.67M
|
+$624K
|
+28,405
|
+18%
|
|
|
12
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.24M
|
+$3.55M
|
+161,699
|
New
|
|
|
13
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$3.23M
|
+$181K
|
+8,260
|
+5%
|
|
|
14
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.92M
|
+$955K
|
+43,506
|
+43%
|
|
|
15
|
Berkeley Inc
Boise,
Idaho
|
$2.22M
|
+$1.07M
|
+48,663
|
+78%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.19M
|
+$1.97M
|
+89,762
|
+452%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.71M
|
+$127K
|
+5,782
|
+7%
|
|
|
18
|
Flow Traders U.S.
New York
|
$1.51M
|
+$928K
|
+42,251
|
+127%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$1.05M
|
+47,783
|
+178%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$1.26M
|
-$123K
|
-5,591
|
-8%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$152K
|
+6,908
|
+15%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.04M
|
+$366K
|
+16,654
|
+47%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
+$496K
|
+22,567
|
+79%
|
|
|
24
|
Bard Financial Services
Branford,
Connecticut
|
$1M
|
+$703K
|
+32,000
|
+178%
|
|
|
25
|
CVA Family Office
Denver,
Colorado
|
$896K
|
-$544K
|
-24,795
|
-36%
|
|
