|
1
|
Creative Planning
Overland Park,
Kansas
|
$135M
|
-$4.72M
|
-101,470
|
-3%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$84.8M
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
-$157K
|
-3,380
|
-0.6%
|
|
|
4
|
|
$18.6M
|
+$542K
|
+11,658
|
+3%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.8M
|
+$1.73M
|
+37,161
|
+11%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$12M
|
+$583K
|
+12,542
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$57.5K
|
+1,238
|
+0.6%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10.2M
|
+$2.11M
|
+45,354
|
+26%
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$8.53M
|
+$8.49M
|
+182,726
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$8.36M
|
+$129K
|
+2,768
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.52M
|
+$3.29M
|
+70,798
|
+103%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.37M
|
+$829K
|
+17,835
|
+18%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.79M
|
+$535K
|
+11,508
|
+13%
|
|
|
14
|
|
$3.81M
|
-$4.09M
|
-87,995
|
-52%
|
|
|
15
|
Powers Advisory Group
Highland,
Illinois
|
$3.72M
|
+$236K
|
+5,081
|
+7%
|
|
|
16
|
|
$3.68M
|
+$378K
|
+8,132
|
+11%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$3.37M
|
-$925K
|
-19,906
|
-22%
|
|
|
18
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.97M
|
+$325K
|
+6,990
|
+12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.75M
|
+$58.9K
|
+1,268
|
+2%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$2.62M
|
-$683K
|
-14,706
|
-21%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.31M
|
+$210K
|
+4,524
|
+10%
|
|
|
22
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.24M
|
-$3.72K
|
-80
|
-0.2%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.22M
|
+$108K
|
+2,328
|
+5%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.63M
|
+$189K
|
+4,058
|
+13%
|
|
|
25
|
Advisory Research
Chicago,
Illinois
|
$1.21M
|
–
|
–
|
–
|
|
