|
1
|
American Century Companies
Kansas City,
Missouri
|
$61.9M
|
+$3.49M
|
+52,772
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.9M
|
+$2.75M
|
+41,661
|
+8%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$7.25M
|
+$7.6M
|
+115,009
|
New
|
|
|
4
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.54M
|
-$68.9K
|
-1,043
|
-1%
|
|
|
5
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.26M
|
-$558K
|
-8,442
|
-11%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$3.99M
|
-$443K
|
-6,701
|
-10%
|
|
|
7
|
Bank of New York Mellon
New York
|
$3.73M
|
+$797K
|
+12,070
|
+26%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$3.11M
|
+$255K
|
+3,857
|
+8%
|
|
|
9
|
Slagle Financial
Edwardsville,
Illinois
|
$3.03M
|
+$313K
|
+4,744
|
+11%
|
|
|
10
|
Apexium Financial
Dallas,
Texas
|
$2.53M
|
-$334K
|
-5,051
|
-11%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.67M
|
-$5.45M
|
-82,559
|
-76%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.64M
|
+$261K
|
+3,957
|
+18%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.36M
|
+$251K
|
+3,797
|
+21%
|
|
|
14
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$995K
|
+$14.7K
|
+223
|
+1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$951K
|
-$26K
|
-394
|
-3%
|
|
|
16
|
Owen LaRue
Elizabethtown,
Kentucky
|
$651K
|
-$33.4K
|
-506
|
-5%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$518K
|
-$410K
|
-6,206
|
-43%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$514K
|
+$16.4K
|
+249
|
+3%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$379K
|
-$19.6K
|
-297
|
-5%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$363K
|
+$381K
|
+5,764
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$295K
|
-$27.3K
|
-413
|
-8%
|
|
|
22
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$276K
|
–
|
–
|
–
|
|
|
23
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$214K
|
+$13.9K
|
+211
|
+7%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$202K
|
–
|
–
|
–
|
|
|
25
|
VitalStone Financial
Shavano Park,
Texas
|
$5K
|
+$3.24K
|
+49
|
+213%
|
|
