|
1
|
American Century Companies
Kansas City,
Missouri
|
$114M
|
+$28.5M
|
+472,794
|
+33%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$45.1M
|
-$1.29M
|
-21,380
|
-3%
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$25.8M
|
+$216K
|
+3,589
|
+0.8%
|
|
|
4
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$12.2M
|
+$7.12M
|
+118,056
|
+139%
|
|
|
5
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.51M
|
+$93K
|
+1,542
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.26M
|
+$3.22M
|
+53,334
|
+156%
|
|
|
7
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$3.68M
|
+$1.22M
|
+20,143
|
+49%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.85M
|
+$238K
|
+3,941
|
+9%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.3M
|
+$1.3M
|
+21,605
|
New
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$606K
|
-$19.8K
|
-328
|
-3%
|
|
|
11
|
Claro Advisors
Boston,
Massachusetts
|
$492K
|
+$493K
|
+8,181
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$477K
|
+$43.3K
|
+718
|
+10%
|
|
|
13
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$471K
|
+$28.6K
|
+474
|
+6%
|
|
|
14
|
Minot Wealth Management
Westwood,
Massachusetts
|
$467K
|
+$103K
|
+1,700
|
+28%
|
|
|
15
|
Synovus Financial
Columbus,
Georgia
|
$395K
|
+$965
|
+16
|
+0.2%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$274K
|
+$965
|
+16
|
+0.4%
|
|
|
17
|
Spire Wealth Management
Mclean,
Virginia
|
$118K
|
+$119K
|
+1,972
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64K
|
+$64K
|
+1,061
|
New
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$7K
|
+$6.58K
|
+109
|
New
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$490K
|
-8,001
|
Closed
|
|
|
21
|
Calton & Associates
Tampa,
Florida
|
–
|
-$232K
|
-3,995
|
Closed
|
|
