|
1
|
|
$53.8M
|
+$47.8M
|
+2,194,389
|
+1,077%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$28.7M
|
-$2.92M
|
-134,202
|
-9%
|
|
|
3
|
Summit Asset Management
Memphis,
Tennessee
|
$14.1M
|
+$1.66M
|
+76,230
|
+14%
|
|
|
4
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11.8M
|
-$282K
|
-12,939
|
-2%
|
|
|
5
|
McCarthy Asset Management
Redwood Shores,
California
|
$5.57M
|
-$29.8K
|
-1,367
|
-0.5%
|
|
|
6
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.44M
|
+$4.35M
|
+199,766
|
+467%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.33M
|
+$713K
|
+32,752
|
+16%
|
|
|
8
|
First Merchants Corp
Muncie,
Indiana
|
$5.12M
|
+$384K
|
+17,642
|
+8%
|
|
|
9
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.97M
|
-$92.1K
|
-4,226
|
-3%
|
|
|
10
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.97M
|
+$4.83M
|
+221,552
|
New
|
|
|
11
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$4.86M
|
+$1.21M
|
+55,731
|
+35%
|
|
|
12
|
Flow Traders U.S.
New York
|
$4.68M
|
+$2.9M
|
+133,064
|
+176%
|
|
|
13
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$3.65M
|
+$368K
|
+16,888
|
+12%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.62M
|
+$1.13M
|
+52,030
|
+47%
|
|
|
15
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.49M
|
-$127K
|
-5,813
|
-4%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$3.48M
|
+$1.52M
|
+69,778
|
+81%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$3.3M
|
-$792K
|
-36,343
|
-20%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$3.02M
|
+$2.94M
|
+134,826
|
New
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.84M
|
+$2.76M
|
+126,768
|
New
|
|
|
20
|
Berkeley Inc
Boise,
Idaho
|
$2.74M
|
+$244K
|
+11,210
|
+10%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.74M
|
+$1.03M
|
+47,431
|
+64%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.55M
|
+$1.36M
|
+62,557
|
+123%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$2.46M
|
+$1.02M
|
+46,751
|
+74%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.35M
|
-$10.4M
|
-476,716
|
-82%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.85M
|
+$1.8M
|
+82,458
|
New
|
|
