|
1
|
Creative Planning
Overland Park,
Kansas
|
$142M
|
-$2.11M
|
-45,337
|
-2%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$77.5M
|
–
|
–
|
–
|
|
|
3
|
|
$23.1M
|
+$334K
|
+7,171
|
+2%
|
|
|
4
|
|
$21.6M
|
+$16.9M
|
+362,853
|
+474%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
-$1.23M
|
-26,339
|
-7%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$13.3M
|
+$374K
|
+8,022
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.8M
|
+$1.17M
|
+25,212
|
+11%
|
|
|
8
|
BIP Wealth
Atlanta,
Georgia
|
$10.3M
|
+$443K
|
+9,523
|
+5%
|
|
|
9
|
|
$10.2M
|
+$8.86M
|
+190,363
|
+1,151%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.78M
|
+$2.18M
|
+46,833
|
+31%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$9.26M
|
+$12K
|
+257
|
+0.1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$6.75M
|
-$253K
|
-5,432
|
-4%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.64M
|
-$485K
|
-10,406
|
-7%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.14M
|
+$3.35K
|
+72
|
+0.1%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$5.65M
|
+$1.19M
|
+25,651
|
+29%
|
|
|
16
|
Evernest Financial Advisors
Carmel,
Indiana
|
$4.58M
|
+$4.33M
|
+92,900
|
New
|
|
|
17
|
Powers Advisory Group
Highland,
Illinois
|
$4.08M
|
+$112K
|
+2,402
|
+3%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$4.04M
|
-$16.1K
|
-346
|
-0.4%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$3.98M
|
-$381K
|
-8,188
|
-9%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.38M
|
+$650K
|
+13,951
|
+25%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$3.06M
|
+$3.45K
|
+74
|
+0.1%
|
|
|
22
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.06M
|
+$400K
|
+8,581
|
+16%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.05M
|
+$119K
|
+2,563
|
+4%
|
|
|
24
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3.02M
|
-$137K
|
-2,938
|
-5%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$2.68M
|
+$671K
|
+14,416
|
+36%
|
|
