|
1
|
Creative Planning
Overland Park,
Kansas
|
$132M
|
+$3.84M
|
+91,910
|
+3%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$76M
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.5M
|
-$603K
|
-14,412
|
-3%
|
|
|
4
|
|
$17M
|
+$831K
|
+19,864
|
+5%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14.2M
|
+$2.33M
|
+55,639
|
+21%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.82M
|
+$1.3M
|
+31,115
|
+16%
|
|
|
7
|
Key Financial Inc
West Chester,
Pennsylvania
|
$9.13M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.75M
|
+$736K
|
+17,585
|
+11%
|
|
|
9
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.63M
|
-$218K
|
-5,220
|
-3%
|
|
|
10
|
|
$7.47M
|
+$6.01M
|
+143,640
|
+552%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.28M
|
+$156K
|
+3,719
|
+4%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$4.05M
|
-$937K
|
-22,413
|
-20%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.01M
|
+$784K
|
+18,746
|
+26%
|
|
|
14
|
Powers Advisory Group
Highland,
Illinois
|
$3.29M
|
+$61.3K
|
+1,466
|
+2%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$3.12M
|
+$431K
|
+10,315
|
+17%
|
|
|
16
|
|
$3.11M
|
-$16.4K
|
-391
|
-0.5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.03M
|
+$1.4M
|
+33,402
|
+94%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.54M
|
-$1.2M
|
-28,606
|
-33%
|
|
|
19
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.5M
|
-$277K
|
-6,612
|
-10%
|
|
|
20
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.11M
|
-$85K
|
-2,032
|
-4%
|
|
|
21
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.99M
|
+$1.8K
|
+43
|
+0.1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.97M
|
+$605K
|
+14,468
|
+48%
|
|
|
23
|
Flow Traders U.S.
New York
|
$1.95M
|
+$1.46M
|
+34,897
|
+373%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.36M
|
+$306K
|
+7,313
|
+31%
|
|
|
25
|
Bank of New York Mellon
New York
|
$1.34M
|
+$226K
|
+5,412
|
+22%
|
|
