|
1
|
Creative Planning
Overland Park,
Kansas
|
$142M
|
+$1.15M
|
+22,226
|
+0.8%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$43M
|
–
|
–
|
–
|
|
|
3
|
|
$26.9M
|
+$1.56M
|
+30,225
|
+6%
|
|
|
4
|
|
$18.3M
|
-$607K
|
-11,742
|
-3%
|
|
|
5
|
Key Financial Inc
West Chester,
Pennsylvania
|
$14.2M
|
+$363K
|
+7,033
|
+3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.9M
|
+$87.2K
|
+1,688
|
+0.6%
|
|
|
7
|
BIP Wealth
Atlanta,
Georgia
|
$12M
|
+$548K
|
+10,601
|
+5%
|
|
|
8
|
Cascade Financial Partners
San Diego,
California
|
$10.4M
|
+$517
|
+10
|
+0%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.91M
|
+$1.95M
|
+37,680
|
+24%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$9.69M
|
+$115K
|
+2,225
|
+1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$7.94M
|
+$796K
|
+15,412
|
+11%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$7.15M
|
+$691K
|
+13,385
|
+10%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.6M
|
-$220K
|
-4,250
|
-3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.53M
|
+$220K
|
+4,258
|
+3%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$6.48M
|
+$20K
|
+387
|
+0.3%
|
|
|
16
|
Evernest Financial Advisors
Carmel,
Indiana
|
$4.48M
|
+$73K
|
+1,413
|
+2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.48M
|
+$482K
|
+9,339
|
+12%
|
|
|
18
|
Powers Advisory Group
Highland,
Illinois
|
$4.19M
|
-$21.4K
|
-414
|
-0.5%
|
|
|
19
|
|
$3.53M
|
+$960K
|
+18,587
|
+36%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$3.24M
|
+$81.1K
|
+1,569
|
+3%
|
|
|
21
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.05M
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.9M
|
-$22.8K
|
-441
|
-0.8%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$2.61M
|
-$493K
|
-9,543
|
-16%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$2.57M
|
-$199K
|
-3,859
|
-7%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.16M
|
-$1.03M
|
-19,920
|
-32%
|
|
