|
1
|
American Century Companies
Kansas City,
Missouri
|
$81.9M
|
-$2.79M
|
-45,884
|
-3%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$40.8M
|
-$409K
|
-6,721
|
-1%
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$29.7M
|
-$132K
|
-2,166
|
-0.4%
|
|
|
4
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.36M
|
+$1.66M
|
+27,236
|
+22%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.72M
|
+$1.83M
|
+30,126
|
+27%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.28M
|
+$56.2K
|
+924
|
+2%
|
|
|
7
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.83M
|
-$336K
|
-5,533
|
-11%
|
|
|
8
|
Claro Advisors
Boston,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
9
|
Minot Wealth Management
Westwood,
Massachusetts
|
$623K
|
+$85.1K
|
+1,400
|
+16%
|
|
|
10
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$517K
|
+$32.5K
|
+535
|
+7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$431K
|
+$300K
|
+4,927
|
+240%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$393K
|
+$136K
|
+2,244
|
+54%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$381K
|
+$49K
|
+805
|
+15%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$303K
|
-$19.3K
|
-317
|
-6%
|
|
|
15
|
Aveo Capital Partners
Englewood,
Colorado
|
$228K
|
+$225K
|
+3,700
|
New
|
|
|
16
|
Synovus Financial
Columbus,
Georgia
|
$223K
|
+$219K
|
+3,603
|
New
|
|
|
17
|
City State Bank
Norwalk,
Iowa
|
$121K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$18K
|
+$17.5K
|
+287
|
New
|
|
|
19
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
–
|
-$14.1M
|
-231,098
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$6.7M
|
-109,479
|
Closed
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$571K
|
-9,346
|
Closed
|
|
|
22
|
Snowden Capital Advisors
New York
|
–
|
-$56K
|
-925
|
Closed
|
|
