|
1
|
American Century Companies
Kansas City,
Missouri
|
$71.6M
|
+$958K
|
+16,313
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$37.9M
|
-$511K
|
-8,702
|
-1%
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$25.2M
|
-$534K
|
-9,093
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.5M
|
+$3.39M
|
+57,740
|
+18%
|
|
|
5
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.58M
|
-$33.1K
|
-564
|
-0.4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.54M
|
+$183K
|
+3,119
|
+3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.2M
|
-$497K
|
-8,467
|
-11%
|
|
|
8
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3.61M
|
+$640K
|
+10,904
|
+22%
|
|
|
9
|
Pine Valley Investments
Marlton,
New Jersey
|
$3.45M
|
-$2.82K
|
-48
|
-0.1%
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.44M
|
+$151K
|
+2,577
|
+5%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
$1.94M
|
+$323K
|
+5,501
|
+20%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
-$1.91M
|
-32,545
|
-53%
|
|
|
13
|
Claro Advisors
Boston,
Massachusetts
|
$1.16M
|
-$51K
|
-869
|
-4%
|
|
|
14
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.06M
|
-$850K
|
-14,480
|
-45%
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
$844K
|
+$57.3K
|
+975
|
+7%
|
|
|
16
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$658K
|
+$13.7K
|
+233
|
+2%
|
|
|
17
|
Cosner Financial Group
Windsor,
Colorado
|
$566K
|
+$557K
|
+9,484
|
New
|
|
|
18
|
Financial Advocates Investment Management
Olympia,
Washington
|
$514K
|
–
|
–
|
–
|
|
|
19
|
Peak Planning Group
Centennial,
Colorado
|
$360K
|
-$18.2K
|
-310
|
-5%
|
|
|
20
|
CIC Wealth
Rockville,
Maryland
|
$333K
|
-$1.08M
|
-18,421
|
-77%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$326K
|
+$881
|
+15
|
+0.3%
|
|
|
22
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$319K
|
+$20.6K
|
+350
|
+7%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$208K
|
+$205K
|
+3,484
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$172K
|
+$12.3K
|
+209
|
+8%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$103K
|
+$99.7K
|
+1,697
|
+5,142%
|
|
