|
1
|
Creative Planning
Overland Park,
Kansas
|
$110M
|
+$5.85M
|
+127,596
|
+5%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$23.1M
|
–
|
–
|
–
|
|
|
3
|
Key Financial Inc
West Chester,
Pennsylvania
|
$7.89M
|
+$745K
|
+16,241
|
+9%
|
|
|
4
|
|
$7.79M
|
-$3.42M
|
-74,564
|
-29%
|
|
|
5
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.49M
|
+$487K
|
+10,621
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.15M
|
-$460K
|
-10,039
|
-6%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$5.84M
|
-$54K
|
-1,178
|
-0.8%
|
|
|
8
|
|
$4.44M
|
+$353K
|
+7,690
|
+8%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.3M
|
+$35.9K
|
+782
|
+0.8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.84M
|
-$6.88K
|
-150
|
-0.2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
+$28.8K
|
+628
|
+0.7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.2M
|
+$167K
|
+3,638
|
+5%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3.14M
|
+$44.4K
|
+969
|
+1%
|
|
|
14
|
Powers Advisory Group
Highland,
Illinois
|
$2.99M
|
+$110K
|
+2,391
|
+3%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$2.93M
|
+$905K
|
+19,737
|
+39%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.47M
|
+$600K
|
+13,081
|
+28%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$2.34M
|
+$2.57M
|
+56,015
|
New
|
|
|
18
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.12M
|
-$43.3K
|
-944
|
-2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2.1M
|
+$700K
|
+15,267
|
+44%
|
|
|
20
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.94M
|
-$90K
|
-1,963
|
-4%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$1.65M
|
+$1.81M
|
+39,517
|
New
|
|
|
22
|
|
$1.12M
|
+$787K
|
+17,158
|
+178%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.09M
|
+$477K
|
+10,410
|
+67%
|
|
|
24
|
Advisory Research
Chicago,
Illinois
|
$1.08M
|
–
|
–
|
–
|
|
|
25
|
Altrius Capital Management
New Bern,
North Carolina
|
$1.06M
|
+$1.16M
|
+25,250
|
New
|
|
