|
1
|
Creative Planning
Overland Park,
Kansas
|
$145M
|
+$8.31M
|
+175,031
|
+6%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$82.5M
|
–
|
–
|
–
|
|
|
3
|
|
$21M
|
+$2.19M
|
+46,175
|
+12%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
-$6.61M
|
-139,145
|
-25%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$17.2M
|
+$170K
|
+3,584
|
+1%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$12.1M
|
+$23K
|
+484
|
+0.2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
-$175K
|
-3,674
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
+$1.58M
|
+33,357
|
+19%
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$9.69M
|
+$1.08M
|
+22,717
|
+12%
|
|
|
10
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.54M
|
-$2.79M
|
-58,812
|
-27%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.02M
|
+$433K
|
+9,124
|
+7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$6.31M
|
+$1.48M
|
+31,221
|
+30%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.68M
|
+$259K
|
+5,454
|
+5%
|
|
|
14
|
Powers Advisory Group
Highland,
Illinois
|
$3.83M
|
+$68.4K
|
+1,439
|
+2%
|
|
|
15
|
|
$3.55M
|
-$175K
|
-3,690
|
-5%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$3.39M
|
-$13.4K
|
-283
|
-0.4%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3.23M
|
+$224K
|
+4,719
|
+7%
|
|
|
18
|
|
$2.85M
|
-$1.01M
|
-21,290
|
-26%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$2.73M
|
+$2.08M
|
+43,698
|
+307%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
-$76.1K
|
-1,601
|
-3%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$2.69M
|
+$45.8K
|
+964
|
+2%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.44M
|
+$122K
|
+2,578
|
+5%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.21M
|
+$564K
|
+11,864
|
+34%
|
|
|
24
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.19M
|
-$70.8K
|
-1,491
|
-3%
|
|
|
25
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.14M
|
-$100K
|
-2,113
|
-4%
|
|
