|
1
|
Creative Planning
Overland Park,
Kansas
|
$167M
|
+$557K
|
+9,137
|
+0.3%
|
|
|
2
|
|
$61.6M
|
+$7.22M
|
+118,450
|
+14%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$51.8M
|
–
|
–
|
–
|
|
|
4
|
|
$22.9M
|
+$253K
|
+4,140
|
+1%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.6M
|
+$58.1K
|
+953
|
+0.3%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$20.2M
|
+$41.3K
|
+677
|
+0.2%
|
|
|
7
|
BIP Wealth
Atlanta,
Georgia
|
$19.2M
|
-$1.83K
|
-30
|
-0%
|
|
|
8
|
Cascade Financial Partners
San Diego,
California
|
$13.9M
|
+$365K
|
+5,980
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$1.13M
|
+18,524
|
+9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
+$1.01M
|
+16,606
|
+9%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$9.9M
|
+$18K
|
+295
|
+0.2%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.56M
|
+$58.1K
|
+953
|
+0.8%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.54M
|
-$23.8K
|
-390
|
-0.3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.47M
|
-$70K
|
-1,148
|
-0.9%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.19M
|
-$476K
|
-7,804
|
-7%
|
|
|
16
|
Evernest Financial Advisors
Carmel,
Indiana
|
$5.81M
|
-$183
|
-3
|
-0%
|
|
|
17
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.72M
|
+$1.82M
|
+29,850
|
+48%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.43M
|
+$3.29M
|
+53,932
|
+160%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$5.42M
|
+$2.08M
|
+34,042
|
+64%
|
|
|
20
|
Powers Advisory Group
Highland,
Illinois
|
$5.23M
|
-$12K
|
-196
|
-0.2%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$4.37M
|
+$256K
|
+4,198
|
+6%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$3.81M
|
+$78.8K
|
+1,292
|
+2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.79M
|
+$503K
|
+8,248
|
+16%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$3.41M
|
+$1.32M
|
+21,699
|
+66%
|
|
|
25
|
|
$3.14M
|
-$2.88M
|
-47,168
|
-48%
|
|
