|
1
|
American Century Companies
Kansas City,
Missouri
|
$82.4M
|
+$294K
|
+5,275
|
+0.4%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$44.7M
|
-$2.06M
|
-36,832
|
-5%
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$24.6M
|
+$728K
|
+13,045
|
+3%
|
|
|
4
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.16M
|
+$1.27M
|
+22,757
|
+23%
|
|
|
5
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$4.92M
|
+$4.74M
|
+84,834
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.52M
|
+$191K
|
+3,430
|
+9%
|
|
|
7
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.38M
|
+$1.85M
|
+33,085
|
+415%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.99M
|
+$1.91M
|
+34,282
|
New
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$616K
|
–
|
–
|
–
|
|
|
10
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$490K
|
+$227K
|
+4,075
|
+104%
|
|
|
11
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$427K
|
-$18.6K
|
-333
|
-4%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$419K
|
+$403K
|
+7,225
|
New
|
|
|
13
|
Synovus Financial
Columbus,
Georgia
|
$379K
|
-$16.5K
|
-295
|
-4%
|
|
|
14
|
Minot Wealth Management
Westwood,
Massachusetts
|
$348K
|
+$335K
|
+6,000
|
New
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$264K
|
+$893
|
+16
|
+0.4%
|
|
|
16
|
Calton & Associates
Tampa,
Florida
|
$232K
|
+$223K
|
+3,995
|
New
|
|
|
17
|
Peak Planning Group
Centennial,
Colorado
|
$229K
|
+$220K
|
+3,944
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$411K
|
-7,554
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$86K
|
-1,585
|
Closed
|
|
