|
1
|
American Century Companies
Kansas City,
Missouri
|
$68.6M
|
-$341K
|
-5,805
|
-0.5%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$37.3M
|
-$204K
|
-3,477
|
-0.5%
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$25M
|
-$513K
|
-8,728
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$2.99M
|
+50,991
|
+19%
|
|
|
5
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.34M
|
-$292K
|
-4,974
|
-3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.2M
|
+$2.72M
|
+46,315
|
+107%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.57M
|
-$41.2K
|
-701
|
-0.9%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.54M
|
+$2.88M
|
+49,023
|
+408%
|
|
|
9
|
Pine Valley Investments
Marlton,
New Jersey
|
$3.41M
|
+$3.4M
|
+57,816
|
New
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.19M
|
+$3.23M
|
+54,986
|
New
|
|
|
11
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2.88M
|
+$820K
|
+13,965
|
+39%
|
|
|
12
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.87M
|
-$820K
|
-13,970
|
-30%
|
|
|
13
|
Central Trust Company
Jefferson City,
Missouri
|
$1.57M
|
+$404K
|
+6,885
|
+34%
|
|
|
14
|
CIC Wealth
Rockville,
Maryland
|
$1.39M
|
+$7.63K
|
+130
|
+0.5%
|
|
|
15
|
Claro Advisors
Boston,
Massachusetts
|
$1.17M
|
-$32.5K
|
-553
|
-3%
|
|
|
16
|
Allen Capital Group
Grand Island,
Nebraska
|
$763K
|
+$772K
|
+13,152
|
New
|
|
|
17
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$625K
|
+$15.3K
|
+261
|
+2%
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
$499K
|
–
|
–
|
–
|
|
|
19
|
Peak Planning Group
Centennial,
Colorado
|
$367K
|
-$4.64K
|
-79
|
-1%
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$316K
|
-$16.7K
|
-285
|
-5%
|
|
|
21
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$290K
|
–
|
–
|
–
|
|
|
22
|
Aveo Capital Partners
Englewood,
Colorado
|
$214K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$155K
|
-$47.9K
|
-816
|
-23%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$1.92K
|
+$1.94K
|
+33
|
New
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$58
|
+$59
|
+1
|
New
|
|
