|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$43.5M
|
-$2.42M
|
-98,625
|
-5%
|
|
|
2
|
Summit Asset Management
Memphis,
Tennessee
|
$15.5M
|
-$4.21M
|
-172,010
|
-20%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$6.84M
|
+279,308
|
+85%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$6.89M
|
+281,430
|
+131%
|
|
|
5
|
|
$7.7M
|
+$6.14M
|
+250,821
|
+306%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.75M
|
-$126K
|
-5,158
|
-2%
|
|
|
7
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$5.64M
|
-$142K
|
-5,813
|
-2%
|
|
|
8
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$5.26M
|
+$466K
|
+19,038
|
+9%
|
|
|
9
|
IRON Financial
Northbrook,
Illinois
|
$4.89M
|
+$936K
|
+38,196
|
+22%
|
|
|
10
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.62M
|
-$2.7M
|
-110,182
|
-36%
|
|
|
11
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.4M
|
+$259K
|
+10,573
|
+6%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$4.33M
|
-$17.3K
|
-705
|
-0.4%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.2M
|
+$3.92M
|
+159,958
|
+737%
|
|
|
14
|
|
$4.13M
|
+$1.47M
|
+60,174
|
+51%
|
|
|
15
|
First Merchants Corp
Muncie,
Indiana
|
$4.06M
|
+$169K
|
+6,883
|
+4%
|
|
|
16
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$3.91M
|
+$4.14M
|
+168,907
|
New
|
|
|
17
|
Principle Wealth Partners
Madison,
Connecticut
|
$3.56M
|
-$694K
|
-28,331
|
-16%
|
|
|
18
|
LongView Wealth Management
Atlanta,
Georgia
|
$3.51M
|
+$309K
|
+12,599
|
+9%
|
|
|
19
|
MAI Capital Management
Independence,
Ohio
|
$3.32M
|
+$992K
|
+40,519
|
+39%
|
|
|
20
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.21M
|
+$176K
|
+7,166
|
+5%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$3.14M
|
+$827K
|
+33,746
|
+33%
|
|
|
22
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.09M
|
+$484K
|
+19,778
|
+17%
|
|
|
23
|
Red Mountain Financial
Fort Collins,
Colorado
|
$2.9M
|
+$230K
|
+9,404
|
+8%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$2.9M
|
+$3.07M
|
+125,426
|
New
|
|
|
25
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$2.86M
|
-$9.83M
|
-401,460
|
-76%
|
|
