|
1
|
Charles Schwab
San Francisco,
California
|
$29.4M
|
-$888K
|
-38,119
|
-3%
|
|
|
2
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$22.4M
|
+$19.7M
|
+844,375
|
+804%
|
|
|
3
|
Summit Asset Management
Memphis,
Tennessee
|
$16M
|
+$1.18M
|
+50,530
|
+8%
|
|
|
4
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$12.7M
|
+$179K
|
+7,700
|
+1%
|
|
|
5
|
Veritable
Wilmington,
Delaware
|
$6.99M
|
+$6.89M
|
+295,682
|
New
|
|
|
6
|
Principle Wealth Partners
Madison,
Connecticut
|
$6.58M
|
+$1.33M
|
+56,903
|
+26%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.21M
|
+$2.36M
|
+101,328
|
+63%
|
|
|
8
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$6.1M
|
+$6.01M
|
+258,070
|
New
|
|
|
9
|
|
$6.08M
|
-$49.9M
|
-2,140,931
|
-89%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.93M
|
+$311K
|
+13,367
|
+6%
|
|
|
11
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$5.83M
|
+$5.74M
|
+246,704
|
New
|
|
|
12
|
McCarthy Asset Management
Redwood Shores,
California
|
$5.81M
|
-$52.5K
|
-2,256
|
-0.9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.78M
|
+$5.04M
|
+216,348
|
+770%
|
|
|
14
|
First Merchants Corp
Muncie,
Indiana
|
$5.57M
|
+$170K
|
+7,284
|
+3%
|
|
|
15
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.3M
|
-$46.6K
|
-2,002
|
-1%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.17M
|
-$553K
|
-23,767
|
-10%
|
|
|
17
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$5.1M
|
-$21.2K
|
-910
|
-0.4%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.41M
|
+$1.4M
|
+60,012
|
+47%
|
|
|
19
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$3.92M
|
+$3.87M
|
+166,027
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.82M
|
+$918K
|
+39,403
|
+32%
|
|
|
21
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.63M
|
-$49.2K
|
-2,112
|
-1%
|
|
|
22
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$3.39M
|
-$445K
|
-19,118
|
-12%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$3.32M
|
-$159K
|
-6,816
|
-5%
|
|
|
24
|
Berkeley Inc
Boise,
Idaho
|
$3.25M
|
+$359K
|
+15,408
|
+13%
|
|
|
25
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.17M
|
+$2.46M
|
+105,748
|
+372%
|
|
