|
1
|
American Century Companies
Kansas City,
Missouri
|
$102M
|
+$4.73M
|
+59,246
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.3M
|
-$109K
|
-1,363
|
-0.2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$42.6M
|
-$232K
|
-2,903
|
-0.6%
|
|
|
4
|
Koenig Investment Advisory
Ashland,
Oregon
|
$18.7M
|
+$2M
|
+25,030
|
+12%
|
|
|
5
|
Midwestern Financial
Iowa City,
Iowa
|
$10.4M
|
+$415K
|
+5,202
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.9M
|
-$519K
|
-6,509
|
-5%
|
|
|
7
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$8.8M
|
+$637K
|
+7,983
|
+8%
|
|
|
8
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$7.72M
|
+$552K
|
+6,919
|
+8%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$6.28M
|
+$1.35M
|
+16,905
|
+28%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.5M
|
+$96.8K
|
+1,214
|
+2%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$4.61M
|
+$646K
|
+8,099
|
+17%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$4.2M
|
+$3.72M
|
+46,640
|
+932%
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.13M
|
-$231K
|
-2,901
|
-5%
|
|
|
14
|
Sunpointe
St. Louis,
Missouri
|
$4M
|
-$46.9K
|
-588
|
-1%
|
|
|
15
|
|
$3.82M
|
+$3.74M
|
+46,926
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$3.42M
|
-$141K
|
-1,772
|
-4%
|
|
|
17
|
SkyOak Wealth
Southfield,
Michigan
|
$3.39M
|
–
|
–
|
–
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.94M
|
-$368K
|
-4,616
|
-11%
|
|
|
19
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.6M
|
+$7.42K
|
+93
|
+0.3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.59M
|
+$42K
|
+527
|
+2%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.79M
|
+$261K
|
+3,271
|
+17%
|
|
|
22
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.57M
|
-$8.61M
|
-107,924
|
-85%
|
|
|
23
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.41M
|
-$116K
|
-1,448
|
-8%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$901K
|
-$17.2K
|
-216
|
-2%
|
|
|
25
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$673K
|
-$1.76K
|
-22
|
-0.3%
|
|
