|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$51.8M
|
+$5.82M
|
+230,868
|
+13%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$22M
|
+$341K
|
+13,536
|
+2%
|
|
|
3
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$13.7M
|
-$413K
|
-16,370
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.58M
|
+$396K
|
+15,726
|
+5%
|
|
|
5
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$8.11M
|
-$340K
|
-13,502
|
-4%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.72M
|
+$178K
|
+7,061
|
+3%
|
|
|
7
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$6.54M
|
+$10.4K
|
+411
|
+0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.62M
|
-$374K
|
-14,857
|
-6%
|
|
|
9
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$5.46M
|
-$697K
|
-27,635
|
-12%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$4.91M
|
-$504K
|
-19,999
|
-10%
|
|
|
11
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.77M
|
-$453K
|
-17,983
|
-9%
|
|
|
12
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.7M
|
+$54.2K
|
+2,151
|
+1%
|
|
|
13
|
IRON Financial
Northbrook,
Illinois
|
$4.54M
|
+$1.3M
|
+51,425
|
+42%
|
|
|
14
|
First Merchants Corp
Muncie,
Indiana
|
$4.42M
|
+$194K
|
+7,682
|
+5%
|
|
|
15
|
LongView Wealth Management
Atlanta,
Georgia
|
$3.65M
|
+$721K
|
+28,624
|
+26%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.45M
|
+$3.32M
|
+131,889
|
New
|
|
|
17
|
|
$3.1M
|
-$208K
|
-8,271
|
-7%
|
|
|
18
|
Red Mountain Financial
Fort Collins,
Colorado
|
$3.04M
|
+$158K
|
+6,286
|
+6%
|
|
|
19
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.98M
|
+$217K
|
+8,614
|
+8%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$2.84M
|
+$145K
|
+5,744
|
+6%
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$2.7M
|
-$9.45K
|
-375
|
-0.4%
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.7M
|
–
|
–
|
–
|
|
|
23
|
Berkeley Inc
Boise,
Idaho
|
$2.69M
|
-$2.47M
|
-97,820
|
-49%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$2.68M
|
-$90.9K
|
-3,606
|
-3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.59M
|
-$222K
|
-8,800
|
-8%
|
|
