|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$36.1M
|
+$36.3M
|
+1,509,641
|
New
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$28.3M
|
-$1.45M
|
-60,274
|
-5%
|
|
|
3
|
Summit Asset Management
Memphis,
Tennessee
|
$16.7M
|
+$481K
|
+20,006
|
+3%
|
|
|
4
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.2M
|
+$412K
|
+17,115
|
+3%
|
|
|
5
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$9.72M
|
+$3.83M
|
+159,186
|
+65%
|
|
|
6
|
Veritable
Wilmington,
Delaware
|
$9.03M
|
+$1.96M
|
+81,560
|
+28%
|
|
|
7
|
Tradition Wealth Management
Edina,
Minnesota
|
$7.69M
|
+$1.53M
|
+63,809
|
+41%
|
|
|
8
|
Principle Wealth Partners
Madison,
Connecticut
|
$7.68M
|
+$1.02M
|
+42,411
|
+15%
|
|
|
9
|
|
$6.7M
|
+$545K
|
+22,660
|
+9%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.25M
|
+$235K
|
+9,767
|
+4%
|
|
|
11
|
McCarthy Asset Management
Redwood Shores,
California
|
$5.96M
|
+$67.4K
|
+2,802
|
+1%
|
|
|
12
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$5.94M
|
-$237K
|
-9,865
|
-4%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$5.83M
|
-$466K
|
-19,381
|
-7%
|
|
|
14
|
First Merchants Corp
Muncie,
Indiana
|
$5.82M
|
+$182K
|
+7,585
|
+3%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.14M
|
+$38.9K
|
+1,617
|
+0.7%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.84M
|
+$976K
|
+40,561
|
+25%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.79M
|
+$317K
|
+13,181
|
+7%
|
|
|
18
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$4.39M
|
+$419K
|
+17,403
|
+10%
|
|
|
19
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$4.16M
|
-$1.01M
|
-42,049
|
-19%
|
|
|
20
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.63M
|
-$51.9K
|
-2,158
|
-1%
|
|
|
21
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$3.48M
|
+$46.1K
|
+1,915
|
+1%
|
|
|
22
|
Berkeley Inc
Boise,
Idaho
|
$3.38M
|
+$89.9K
|
+3,736
|
+3%
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$3.32M
|
-$40.2K
|
-1,671
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.17M
|
+$1.25M
|
+52,026
|
+65%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$2.93M
|
+$98.4K
|
+4,093
|
+3%
|
|
