|
1
|
American Century Companies
Kansas City,
Missouri
|
$115M
|
+$2.85M
|
+46,614
|
+2%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$42.7M
|
-$1.7M
|
-27,880
|
-4%
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$25.4M
|
+$56.6K
|
+926
|
+0.2%
|
|
|
4
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$13.3M
|
+$1.35M
|
+22,045
|
+11%
|
|
|
5
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.68M
|
+$287K
|
+4,706
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.66M
|
-$539K
|
-8,821
|
-10%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.09M
|
+$291K
|
+4,761
|
+10%
|
|
|
8
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.91M
|
-$739K
|
-12,102
|
-20%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.01M
|
-$280K
|
-4,590
|
-21%
|
|
|
10
|
Claro Advisors
Boston,
Massachusetts
|
$961K
|
+$492K
|
+8,061
|
+99%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$562K
|
-$35K
|
-573
|
-6%
|
|
|
12
|
Minot Wealth Management
Westwood,
Massachusetts
|
$509K
|
+$55K
|
+900
|
+12%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$467K
|
-$2.99K
|
-49
|
-0.6%
|
|
|
14
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$464K
|
–
|
–
|
–
|
|
|
15
|
Peak Planning Group
Centennial,
Colorado
|
$343K
|
+$354K
|
+5,794
|
New
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$271K
|
+$1.1K
|
+18
|
+0.4%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$211K
|
+$218K
|
+3,573
|
New
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$96K
|
+$92.7K
|
+1,518
|
+1,393%
|
|
|
19
|
|
$8K
|
+$8.06K
|
+132
|
New
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$395K
|
-6,564
|
Closed
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$118K
|
-1,972
|
Closed
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$64K
|
-1,061
|
Closed
|
|
