|
1
|
American Century Companies
Kansas City,
Missouri
|
$75.8M
|
+$609K
|
+10,245
|
+0.8%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$37.1M
|
-$375K
|
-6,309
|
-1%
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$27.3M
|
+$41.9K
|
+705
|
+0.1%
|
|
|
4
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.54M
|
+$984K
|
+16,556
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.36M
|
+$1.41M
|
+23,707
|
+17%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.28M
|
+$275K
|
+4,631
|
+9%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.59M
|
+$2.72M
|
+45,736
|
New
|
|
|
8
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.46M
|
-$144K
|
-2,430
|
-5%
|
|
|
9
|
Claro Advisors
Boston,
Massachusetts
|
$1.42M
|
+$253K
|
+4,257
|
+21%
|
|
|
10
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$678K
|
+$710K
|
+11,949
|
New
|
|
|
11
|
Minot Wealth Management
Westwood,
Massachusetts
|
$573K
|
–
|
–
|
–
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$478K
|
+$122K
|
+2,048
|
+32%
|
|
|
13
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$476K
|
+$1.01K
|
+17
|
+0.2%
|
|
|
14
|
Synovus Financial
Columbus,
Georgia
|
$381K
|
+$185K
|
+3,106
|
+86%
|
|
|
15
|
Peak Planning Group
Centennial,
Colorado
|
$355K
|
+$372K
|
+6,269
|
New
|
|
|
16
|
Financial Advocates Investment Management
Olympia,
Washington
|
$331K
|
+$347K
|
+5,837
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$269K
|
-$10.2K
|
-171
|
-3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$242K
|
-$114K
|
-1,915
|
-31%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$231K
|
-$173K
|
-2,915
|
-42%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$56K
|
+$59.4K
|
+1,000
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$39K
|
+$23.4K
|
+394
|
+137%
|
|
|
22
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$228K
|
-3,700
|
Closed
|
|
|
23
|
City State Bank
Norwalk,
Iowa
|
–
|
-$121K
|
-1,962
|
Closed
|
|
