|
1
|
American Century Companies
Kansas City,
Missouri
|
$70.3M
|
-$576K
|
-10,018
|
-0.7%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$34.5M
|
-$207K
|
-3,602
|
-0.5%
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$25.4M
|
-$41.1K
|
-715
|
-0.1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$2.5M
|
+43,462
|
+26%
|
|
|
5
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.14M
|
+$254K
|
+4,427
|
+3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.35M
|
+$312K
|
+5,428
|
+9%
|
|
|
7
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.32M
|
+$23.9K
|
+416
|
+1%
|
|
|
8
|
Claro Advisors
Boston,
Massachusetts
|
$1.42M
|
–
|
–
|
–
|
|
|
9
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$765K
|
+$66.8K
|
+1,163
|
+10%
|
|
|
10
|
Central Trust Company
Jefferson City,
Missouri
|
$724K
|
+$302K
|
+5,250
|
+62%
|
|
|
11
|
|
$606K
|
+$658K
|
+11,453
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$462K
|
-$2.13M
|
-37,017
|
-81%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$462K
|
+$268K
|
+4,663
|
+115%
|
|
|
14
|
Synovus Financial
Columbus,
Georgia
|
$357K
|
+$1.03K
|
+18
|
+0.3%
|
|
|
15
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$338K
|
-$115K
|
-2,009
|
-24%
|
|
|
16
|
Peak Planning Group
Centennial,
Colorado
|
$334K
|
+$2.24K
|
+39
|
+0.6%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$244K
|
-$7.47K
|
-130
|
-3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$226K
|
-$172
|
-3
|
-0.1%
|
|
|
19
|
Financial Advocates Investment Management
Olympia,
Washington
|
$94K
|
+$536K
|
+9,330
|
+160%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$66K
|
+$14.8K
|
+257
|
+26%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$23K
|
-$14.3K
|
-248
|
-36%
|
|
