|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$106M
|
+$8.91M
|
+308,433
|
+9%
|
|
|
2
|
Hamel Associates
Chatham,
New Jersey
|
$21.1M
|
+$2.21M
|
+76,611
|
+12%
|
|
|
3
|
Summit Asset Management
Memphis,
Tennessee
|
$18M
|
-$901K
|
-31,203
|
-5%
|
|
|
4
|
|
$17.9M
|
+$15.7M
|
+543,215
|
+957%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.4M
|
+$1.12M
|
+38,724
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
+$1.26M
|
+43,785
|
+12%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$12.2M
|
-$570K
|
-19,749
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$1.91M
|
+66,147
|
+24%
|
|
|
9
|
Modern Wealth Management
Lenexa,
Kansas
|
$9.65M
|
+$2.59M
|
+89,791
|
+38%
|
|
|
10
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.71M
|
-$65K
|
-2,251
|
-0.8%
|
|
|
11
|
IRON Financial
Northbrook,
Illinois
|
$8.51M
|
+$121K
|
+4,187
|
+1%
|
|
|
12
|
LeConte Wealth Management
Maryville,
Tennessee
|
$6.17M
|
-$788K
|
-27,289
|
-12%
|
|
|
13
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$5.74M
|
+$548K
|
+18,982
|
+11%
|
|
|
14
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$5.67M
|
+$2.12M
|
+73,431
|
+63%
|
|
|
15
|
LongView Wealth Management
Atlanta,
Georgia
|
$5.46M
|
-$170K
|
-5,891
|
-3%
|
|
|
16
|
OMC Financial Services
Dewitt,
New York
|
$4.74M
|
+$15.6K
|
+540
|
+0.3%
|
|
|
17
|
Fiduciary Alliance
Greenville,
South Carolina
|
$4.46M
|
+$1.66M
|
+57,354
|
+62%
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$4.45M
|
-$267K
|
-9,252
|
-6%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.23M
|
-$1.21M
|
-42,039
|
-23%
|
|
|
20
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$4.04M
|
+$3.91M
|
+135,488
|
New
|
|
|
21
|
Red Mountain Financial
Fort Collins,
Colorado
|
$4.01M
|
+$69.8K
|
+2,417
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.98M
|
+$206K
|
+7,136
|
+6%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$3.8M
|
-$270K
|
-9,358
|
-7%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$3.77M
|
-$40.4K
|
-1,398
|
-1%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$3.69M
|
+$403K
|
+13,961
|
+13%
|
|
