|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$41.2M
|
+$2.01M
|
+86,036
|
+5%
|
|
|
2
|
|
$30.1M
|
+$26M
|
+1,111,855
|
+1,001%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$26.6M
|
-$1.14M
|
-48,614
|
-4%
|
|
|
4
|
Summit Asset Management
Memphis,
Tennessee
|
$18.3M
|
+$851K
|
+36,458
|
+5%
|
|
|
5
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.9M
|
-$196K
|
-8,377
|
-1%
|
|
|
6
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$11.9M
|
+$630K
|
+26,992
|
+6%
|
|
|
7
|
Principle Wealth Partners
Madison,
Connecticut
|
$8.89M
|
+$110K
|
+4,713
|
+1%
|
|
|
8
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.7M
|
+$1.9M
|
+81,384
|
+35%
|
|
|
9
|
Tradition Wealth Management
Edina,
Minnesota
|
$7.48M
|
-$414K
|
-17,708
|
-8%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.62M
|
+$624K
|
+26,698
|
+13%
|
|
|
11
|
Berkeley Inc
Boise,
Idaho
|
$5.02M
|
+$535K
|
+22,899
|
+13%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$4.94M
|
+$1.38M
|
+59,103
|
+42%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.79M
|
+$172K
|
+7,369
|
+4%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$4.61M
|
-$1.05M
|
-45,030
|
-19%
|
|
|
15
|
First Merchants Corp
Muncie,
Indiana
|
$4.5M
|
-$1.14M
|
-48,910
|
-21%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.49M
|
-$926K
|
-39,670
|
-18%
|
|
|
17
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$4.47M
|
-$35.5K
|
-1,520
|
-0.8%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$4.25M
|
+$4.04M
|
+172,959
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$3.38M
|
-$2.46M
|
-105,507
|
-43%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.31M
|
-$3.52M
|
-150,893
|
-53%
|
|
|
21
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$3.08M
|
-$131K
|
-5,611
|
-4%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.06M
|
+$2.9M
|
+124,368
|
New
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$3.02M
|
-$331K
|
-14,187
|
-10%
|
|
|
24
|
Red Mountain Financial
Fort Collins,
Colorado
|
$2.41M
|
+$2.29M
|
+98,056
|
New
|
|
|
25
|
IRON Financial
Northbrook,
Illinois
|
$2.4M
|
+$2.28M
|
+97,547
|
New
|
|
