|
1
|
Creative Planning
Overland Park,
Kansas
|
$183M
|
+$2.31M
|
+33,204
|
+1%
|
|
|
2
|
|
$73.8M
|
+$4.23M
|
+60,804
|
+6%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$58.3M
|
–
|
–
|
–
|
|
|
4
|
|
$24M
|
-$555K
|
-7,980
|
-2%
|
|
|
5
|
Key Financial Inc
West Chester,
Pennsylvania
|
$21.8M
|
+$77.9K
|
+1,119
|
+0.3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.2M
|
-$1.32M
|
-18,952
|
-6%
|
|
|
7
|
BIP Wealth
Atlanta,
Georgia
|
$19.9M
|
-$1.26M
|
-18,101
|
-6%
|
|
|
8
|
Cascade Financial Partners
San Diego,
California
|
$18.3M
|
+$1.86M
|
+26,790
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$110K
|
+1,587
|
+0.7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
+$496K
|
+7,119
|
+4%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$8.77M
|
+$3.69K
|
+53
|
+0%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.53M
|
+$390K
|
+5,601
|
+5%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.54M
|
-$757K
|
-10,868
|
-9%
|
|
|
14
|
Evernest Financial Advisors
Carmel,
Indiana
|
$6.62M
|
-$36.5K
|
-525
|
-0.6%
|
|
|
15
|
Powers Advisory Group
Highland,
Illinois
|
$5.69M
|
-$45.2K
|
-650
|
-0.8%
|
|
|
16
|
|
$5.49M
|
+$3.4M
|
+48,832
|
+153%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.47M
|
-$176K
|
-2,529
|
-3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$5.22M
|
+$498K
|
+7,159
|
+10%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$5.1M
|
+$1.22M
|
+17,522
|
+30%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.56M
|
+$155K
|
+2,225
|
+3%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.23M
|
-$1.7M
|
-24,427
|
-28%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$3.99M
|
+$1.1M
|
+15,829
|
+37%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$3.84M
|
+$680K
|
+9,769
|
+21%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$3.55M
|
-$1.6M
|
-22,972
|
-31%
|
|
|
25
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.1M
|
-$1.96M
|
-28,091
|
-38%
|
|
