|
1
|
American Century Companies
Kansas City,
Missouri
|
$84M
|
-$34.6M
|
-568,667
|
-29%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$40.9M
|
-$3.28M
|
-53,919
|
-7%
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$29.5M
|
+$3.23M
|
+53,065
|
+12%
|
|
|
4
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$14.1M
|
+$375K
|
+6,163
|
+3%
|
|
|
5
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.61M
|
-$325K
|
-5,345
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.8M
|
+$1.97M
|
+32,378
|
+41%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$6.7M
|
+$5.62M
|
+92,464
|
+543%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.2M
|
+$4.74K
|
+78
|
+0.1%
|
|
|
9
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$3.15M
|
+$141K
|
+2,312
|
+5%
|
|
|
10
|
Claro Advisors
Boston,
Massachusetts
|
$1.27M
|
+$273K
|
+4,488
|
+28%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$571K
|
-$4.62K
|
-76
|
-0.8%
|
|
|
12
|
Minot Wealth Management
Westwood,
Massachusetts
|
$532K
|
+$6.08K
|
+100
|
+1%
|
|
|
13
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$479K
|
–
|
–
|
–
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$329K
|
+$327K
|
+5,373
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$320K
|
-$162K
|
-2,670
|
-34%
|
|
|
16
|
Peak Planning Group
Centennial,
Colorado
|
$302K
|
-$52K
|
-855
|
-15%
|
|
|
17
|
Central Trust Company
Jefferson City,
Missouri
|
$253K
|
+$152K
|
+2,504
|
+154%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$126K
|
+$125K
|
+2,053
|
New
|
|
|
19
|
City State Bank
Norwalk,
Iowa
|
$120K
|
+$119K
|
+1,962
|
New
|
|
|
20
|
Snowden Capital Advisors
New York
|
$56K
|
+$56.2K
|
+925
|
New
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$271K
|
-4,584
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$211K
|
-3,573
|
Closed
|
|
|
23
|
|
–
|
-$8K
|
-132
|
Closed
|
|
