|
1
|
Creative Planning
Overland Park,
Kansas
|
$108M
|
+$10.7M
|
+259,412
|
+10%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$57.3M
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.4M
|
+$23.4M
|
+565,899
|
+11,697%
|
|
|
4
|
|
$13.7M
|
+$7.46M
|
+180,292
|
+97%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10M
|
+$6.82M
|
+164,868
|
+160%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$9.13M
|
+$2.29M
|
+55,285
|
+29%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.19M
|
+$4.15M
|
+100,370
|
+109%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.68M
|
+$969K
|
+23,433
|
+15%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$5.93M
|
+$481K
|
+11,632
|
+8%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$4.29M
|
-$1.04M
|
-25,049
|
-18%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.5M
|
+$703K
|
+16,988
|
+22%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.23M
|
-$38.4K
|
-928
|
-1%
|
|
|
13
|
Powers Advisory Group
Highland,
Illinois
|
$2.74M
|
+$70.1K
|
+1,695
|
+2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.7M
|
+$546K
|
+13,204
|
+22%
|
|
|
15
|
|
$2.66M
|
-$1.45M
|
-34,955
|
-33%
|
|
|
16
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.37M
|
-$487K
|
-11,762
|
-16%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$2.27M
|
-$388K
|
-9,389
|
-13%
|
|
|
18
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.87M
|
-$29.5K
|
-712
|
-1%
|
|
|
19
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.69M
|
-$49.6K
|
-1,200
|
-3%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.33M
|
-$610K
|
-14,741
|
-29%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.14M
|
+$182K
|
+4,401
|
+17%
|
|
|
22
|
|
$975K
|
-$31.3K
|
-757
|
-3%
|
|
|
23
|
Advisory Research
Chicago,
Illinois
|
$967K
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
$941K
|
+$756K
|
+18,265
|
+266%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$883K
|
+$103K
|
+2,482
|
+12%
|
|
