|
1
|
Creative Planning
Overland Park,
Kansas
|
$22.2M
|
+$6.23M
|
+244,314
|
+33%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$21.7M
|
+$578K
|
+22,698
|
+2%
|
|
|
3
|
KeyBank National Association
Cleveland,
Ohio
|
$17.6M
|
-$4.39M
|
-172,243
|
-18%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$4.8M
|
+188,526
|
+33%
|
|
|
5
|
|
$14.5M
|
+$508K
|
+19,951
|
+3%
|
|
|
6
|
|
$12M
|
-$795K
|
-31,212
|
-6%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$11.9M
|
+$707K
|
+27,726
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
-$2.45M
|
-96,190
|
-16%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.68M
|
-$830K
|
-32,583
|
-10%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$6.11M
|
-$226K
|
-8,850
|
-3%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$6.1M
|
+$268K
|
+10,498
|
+4%
|
|
|
12
|
Securian Asset Management
St Paul,
Minnesota
|
$5.67M
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.78M
|
+$1.76M
|
+69,123
|
+49%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.14M
|
-$82.5K
|
-3,239
|
-2%
|
|
|
15
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$4.1M
|
+$98.8K
|
+3,878
|
+2%
|
|
|
16
|
Argent Advisors
Monroe,
Louisiana
|
$3.43M
|
+$1.72M
|
+67,431
|
+81%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$3.33M
|
-$1.36M
|
-53,377
|
-27%
|
|
|
18
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.06M
|
+$548K
|
+21,505
|
+19%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
$2.94M
|
-$121K
|
-4,730
|
-4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.93M
|
+$240K
|
+9,429
|
+8%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.85M
|
+$1.04M
|
+40,915
|
+48%
|
|
|
22
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$2.26M
|
-$47K
|
-1,845
|
-2%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.84M
|
+$122K
|
+4,806
|
+6%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$1.59M
|
-$37.6K
|
-1,477
|
-2%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.55M
|
-$1.13M
|
-44,204
|
-39%
|
|
