|
1
|
Creative Planning
Overland Park,
Kansas
|
$175M
|
-$1.24M
|
-19,453
|
-0.7%
|
|
|
2
|
|
$67.4M
|
+$2.18M
|
+34,237
|
+3%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$55.6M
|
–
|
–
|
–
|
|
|
4
|
|
$24.5M
|
+$190K
|
+2,983
|
+0.8%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.8M
|
-$55.9K
|
-879
|
-0.3%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$21.1M
|
-$97.9K
|
-1,540
|
-0.5%
|
|
|
7
|
BIP Wealth
Atlanta,
Georgia
|
$20.5M
|
+$156K
|
+2,458
|
+0.8%
|
|
|
8
|
Cascade Financial Partners
San Diego,
California
|
$16M
|
+$1.21M
|
+19,038
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$15.6M
|
+$1.19M
|
+18,688
|
+9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
-$290K
|
-4,566
|
-2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$8.5M
|
-$1.9M
|
-29,962
|
-19%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.02M
|
+$46.7K
|
+735
|
+0.6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.89M
|
-$8.2K
|
-129
|
-0.1%
|
|
|
14
|
Evernest Financial Advisors
Carmel,
Indiana
|
$6.72M
|
-$21.8K
|
-343
|
-0.4%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.71M
|
-$813K
|
-12,799
|
-13%
|
|
|
16
|
Powers Advisory Group
Highland,
Illinois
|
$5.55M
|
+$19.3K
|
+303
|
+0.4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.46M
|
-$293K
|
-4,606
|
-5%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$5.23M
|
-$483K
|
-7,602
|
-9%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$4.96M
|
+$318K
|
+5,001
|
+7%
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.85M
|
-$1.16M
|
-18,205
|
-20%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.58M
|
+$557K
|
+8,770
|
+14%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.27M
|
-$3.6M
|
-56,580
|
-47%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3.79M
|
+$177K
|
+2,780
|
+5%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$3.07M
|
+$190K
|
+2,991
|
+7%
|
|
|
25
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.9M
|
+$102K
|
+1,602
|
+4%
|
|
