|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$36.6M
|
+$1.95M
|
+81,790
|
+5%
|
|
|
2
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$35.8M
|
+$34.7M
|
+1,457,563
|
+3,704%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$26M
|
-$1.21M
|
-50,819
|
-4%
|
|
|
4
|
Summit Asset Management
Memphis,
Tennessee
|
$16.2M
|
+$200K
|
+8,408
|
+1%
|
|
|
5
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.2M
|
+$476K
|
+20,030
|
+4%
|
|
|
6
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$10.6M
|
+$1.26M
|
+53,068
|
+13%
|
|
|
7
|
Pathstone Family Office
Englewood,
New Jersey
|
$8.68M
|
+$8.97M
|
+377,242
|
New
|
|
|
8
|
Principle Wealth Partners
Madison,
Connecticut
|
$8.2M
|
+$852K
|
+35,834
|
+11%
|
|
|
9
|
Tradition Wealth Management
Edina,
Minnesota
|
$7.5M
|
+$118K
|
+4,978
|
+2%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.56M
|
+$582K
|
+24,487
|
+9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.58M
|
-$18.9K
|
-794
|
-0.3%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$5.34M
|
+$3.51M
|
+147,419
|
+173%
|
|
|
13
|
First Merchants Corp
Muncie,
Indiana
|
$5.34M
|
-$264K
|
-11,117
|
-5%
|
|
|
14
|
McCarthy Asset Management
Redwood Shores,
California
|
$5.33M
|
-$403K
|
-16,933
|
-7%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.33M
|
+$273K
|
+11,487
|
+5%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.11M
|
+$531K
|
+22,309
|
+11%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.64M
|
-$5.14K
|
-216
|
-0.1%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.31M
|
+$1.31M
|
+55,046
|
+42%
|
|
|
19
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$4.21M
|
-$4.28K
|
-180
|
-0.1%
|
|
|
20
|
Berkeley Inc
Boise,
Idaho
|
$4.17M
|
+$949K
|
+39,899
|
+28%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$3.26M
|
+$461K
|
+19,369
|
+16%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$3.15M
|
-$36.3K
|
-1,525
|
-1%
|
|
|
23
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.93M
|
-$348K
|
-14,613
|
-10%
|
|
|
24
|
|
$2.55M
|
-$4.01M
|
-168,755
|
-60%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.51M
|
-$1.55M
|
-64,993
|
-37%
|
|
