|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$42.6M
|
+$1.87M
|
+76,741
|
+5%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$25.9M
|
-$385K
|
-15,855
|
-1%
|
|
|
3
|
Summit Asset Management
Memphis,
Tennessee
|
$19.2M
|
+$1.2M
|
+49,429
|
+7%
|
|
|
4
|
|
$14.9M
|
-$14.8M
|
-607,597
|
-50%
|
|
|
5
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$12.6M
|
+$850K
|
+34,981
|
+7%
|
|
|
6
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$12.5M
|
-$1.21M
|
-49,769
|
-9%
|
|
|
7
|
Principle Wealth Partners
Madison,
Connecticut
|
$8.49M
|
-$278K
|
-11,427
|
-3%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$7.43M
|
+$5.6M
|
+230,222
|
+302%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.3M
|
+$6.49M
|
+266,810
|
+778%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.89M
|
+$342K
|
+14,088
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.38M
|
+$653K
|
+26,852
|
+14%
|
|
|
12
|
Berkeley Inc
Boise,
Idaho
|
$4.99M
|
+$39.1K
|
+1,609
|
+0.8%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$4.98M
|
+$99K
|
+4,072
|
+2%
|
|
|
14
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$4.55M
|
+$141K
|
+5,794
|
+3%
|
|
|
15
|
First Merchants Corp
Muncie,
Indiana
|
$4.42M
|
-$23K
|
-947
|
-0.5%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.36M
|
-$3.24M
|
-133,462
|
-43%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.7M
|
-$731K
|
-30,052
|
-16%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$3.47M
|
-$1.08M
|
-44,592
|
-24%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$3.05M
|
-$277K
|
-11,404
|
-8%
|
|
|
20
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.02M
|
–
|
–
|
–
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$2.9M
|
-$83.5K
|
-3,435
|
-3%
|
|
|
22
|
IRON Financial
Northbrook,
Illinois
|
$2.78M
|
+$412K
|
+16,960
|
+17%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.69M
|
-$578K
|
-23,758
|
-18%
|
|
|
24
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.43M
|
-$608K
|
-25,012
|
-20%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$2.3M
|
+$18.7K
|
+768
|
+0.8%
|
|
