|
1
|
Creative Planning
Overland Park,
Kansas
|
$102M
|
-$9.79M
|
-197,089
|
-9%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$25.5M
|
+$1.04M
|
+20,977
|
New
|
|
|
3
|
|
$16.1M
|
-$7.55M
|
-151,927
|
-32%
|
|
|
4
|
Key Financial Inc
West Chester,
Pennsylvania
|
$6.33M
|
+$781K
|
+15,709
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.27M
|
+$112K
|
+2,259
|
+2%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.62M
|
+$599K
|
+12,053
|
+12%
|
|
|
7
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.45M
|
+$553K
|
+11,129
|
+14%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.34M
|
+$132K
|
+2,661
|
+3%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4M
|
-$94.4K
|
-1,900
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.85M
|
-$73.6K
|
-1,482
|
-2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$3M
|
-$2.04K
|
-41
|
-0.1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.9M
|
+$21K
|
+422
|
+0.7%
|
|
|
13
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.61M
|
+$2.68K
|
+54
|
+0.1%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$2.38M
|
+$2.4M
|
+48,266
|
New
|
|
|
15
|
|
$2.11M
|
-$1.22M
|
-24,605
|
-37%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$2.02M
|
-$129K
|
-2,591
|
-6%
|
|
|
17
|
Corda Investment Management
Houston,
Texas
|
$1.64M
|
-$117K
|
-2,349
|
-7%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$1.54M
|
+$2.29K
|
+46
|
+0.1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.43M
|
+$220K
|
+4,425
|
+18%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$1.39M
|
-$106K
|
-2,135
|
-7%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.38M
|
+$200K
|
+4,030
|
+17%
|
|
|
22
|
Advisory Research
Chicago,
Illinois
|
$1.28M
|
–
|
–
|
–
|
|
|
23
|
KWMG LLC
Overland Park,
Kansas
|
$976K
|
–
|
–
|
–
|
|
|
24
|
Howe & Rusling
Rochester,
New York
|
$911K
|
+$76.4K
|
+1,538
|
+9%
|
|
|
25
|
SOA Wealth Advisors
New York
|
$837K
|
-$889K
|
-17,884
|
-51%
|
|
