|
1
|
Creative Planning
Overland Park,
Kansas
|
$159M
|
-$1.16M
|
-20,126
|
-0.7%
|
|
|
2
|
|
$51.9M
|
+$10.3M
|
+178,676
|
+26%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$48.3M
|
–
|
–
|
–
|
|
|
4
|
|
$21.7M
|
+$251K
|
+4,368
|
+1%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
+$3.42M
|
+59,461
|
+22%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$19.1M
|
+$972K
|
+16,916
|
+6%
|
|
|
7
|
BIP Wealth
Atlanta,
Georgia
|
$18.4M
|
-$892K
|
-15,525
|
-5%
|
|
|
8
|
Cascade Financial Partners
San Diego,
California
|
$13M
|
+$90.8K
|
+1,579
|
+0.7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$873K
|
+15,186
|
+8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
+$37.5K
|
+653
|
+0.4%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$9.45M
|
+$451K
|
+7,854
|
+5%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.23M
|
+$186K
|
+3,241
|
+3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.22M
|
-$39K
|
-679
|
-0.6%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.18M
|
+$300K
|
+5,214
|
+5%
|
|
|
15
|
Flow Traders U.S.
New York
|
$6.71M
|
+$6.14M
|
+106,890
|
+1,868%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.39M
|
+$3.02M
|
+52,581
|
+96%
|
|
|
17
|
|
$5.81M
|
+$4.41M
|
+76,784
|
+369%
|
|
|
18
|
Evernest Financial Advisors
Carmel,
Indiana
|
$5.56M
|
+$385K
|
+6,701
|
+8%
|
|
|
19
|
Powers Advisory Group
Highland,
Illinois
|
$5.01M
|
+$138K
|
+2,394
|
+3%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$3.94M
|
+$157K
|
+2,726
|
+4%
|
|
|
21
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.69M
|
+$3.56M
|
+61,990
|
New
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$3.57M
|
+$1.34M
|
+23,279
|
+63%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$3.16M
|
+$1.22M
|
+21,216
|
+67%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.13M
|
-$572K
|
-9,953
|
-16%
|
|
|
25
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.12M
|
-$112K
|
-1,946
|
-4%
|
|
