|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$41.9M
|
-$105K
|
-4,354
|
-0.2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$24.7M
|
-$446K
|
-18,542
|
-2%
|
|
|
3
|
Summit Asset Management
Memphis,
Tennessee
|
$19.5M
|
+$865K
|
+35,946
|
+5%
|
|
|
4
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$12.8M
|
+$493K
|
+20,486
|
+4%
|
|
|
5
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$7.62M
|
-$4.6M
|
-191,190
|
-37%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.36M
|
+$264K
|
+10,951
|
+4%
|
|
|
7
|
|
$6.78M
|
-$7.89M
|
-327,771
|
-53%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.88M
|
+$167K
|
+6,935
|
+3%
|
|
|
9
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$5.88M
|
+$1.49M
|
+61,799
|
+33%
|
|
|
10
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$5.57M
|
+$5.69M
|
+236,286
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.42M
|
+$192K
|
+7,997
|
+4%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.35M
|
+$5.47M
|
+227,130
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$4.9M
|
+$64.5K
|
+2,681
|
+1%
|
|
|
14
|
Berkeley Inc
Boise,
Idaho
|
$4.73M
|
-$121K
|
-5,031
|
-2%
|
|
|
15
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.72M
|
-$3.6M
|
-149,629
|
-43%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.18M
|
-$57.9K
|
-2,405
|
-1%
|
|
|
17
|
First Merchants Corp
Muncie,
Indiana
|
$3.8M
|
-$506K
|
-21,013
|
-12%
|
|
|
18
|
|
$2.99M
|
+$1.15M
|
+47,594
|
+60%
|
|
|
19
|
IRON Financial
Northbrook,
Illinois
|
$2.88M
|
+$183K
|
+7,589
|
+7%
|
|
|
20
|
LongView Wealth Management
Atlanta,
Georgia
|
$2.61M
|
+$483K
|
+20,049
|
+22%
|
|
|
21
|
Red Mountain Financial
Fort Collins,
Colorado
|
$2.59M
|
+$2.64M
|
+109,875
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.54M
|
-$69.8K
|
-2,900
|
-3%
|
|
|
23
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.51M
|
+$2.53M
|
+105,083
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$2.49M
|
-$483K
|
-20,061
|
-16%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$2.44M
|
+$608K
|
+25,277
|
+32%
|
|
