|
1
|
American Century Companies
Kansas City,
Missouri
|
$67.1M
|
-$1.21M
|
-20,365
|
-2%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$35.8M
|
-$391K
|
-6,598
|
-1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
+$1.87M
|
+31,624
|
+8%
|
|
|
4
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$15M
|
-$9.47M
|
-159,844
|
-38%
|
|
|
5
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.76M
|
-$389K
|
-6,567
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.74M
|
-$572K
|
-9,658
|
-10%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.81M
|
-$198K
|
-3,339
|
-5%
|
|
|
8
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3.59M
|
+$155K
|
+2,619
|
+4%
|
|
|
9
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.3M
|
+$20.2K
|
+341
|
+0.6%
|
|
|
10
|
Pine Valley Investments
Marlton,
New Jersey
|
$3.16M
|
-$137K
|
-2,319
|
-4%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
$1.97M
|
+$118K
|
+1,993
|
+6%
|
|
|
12
|
Claro Advisors
Boston,
Massachusetts
|
$1.05M
|
-$55.9K
|
-943
|
-5%
|
|
|
13
|
CPA Asset Management
West Palm Beach,
Florida
|
$978K
|
+$1.02M
|
+17,166
|
New
|
|
|
14
|
Allen Capital Group
Grand Island,
Nebraska
|
$787K
|
-$9.9K
|
-167
|
-1%
|
|
|
15
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$603K
|
-$24.5K
|
-414
|
-4%
|
|
|
16
|
Cosner Financial Group
Windsor,
Colorado
|
$539K
|
-$1.19K
|
-20
|
-0.2%
|
|
|
17
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$304K
|
–
|
–
|
–
|
|
|
18
|
Synovus Financial
Columbus,
Georgia
|
$302K
|
-$9.25K
|
-156
|
-3%
|
|
|
19
|
Peak Planning Group
Centennial,
Colorado
|
$300K
|
-$44.8K
|
-756
|
-13%
|
|
|
20
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$294K
|
-$747K
|
-12,607
|
-71%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$231K
|
+$34K
|
+573
|
+16%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$209K
|
+$218K
|
+3,676
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$101K
|
+$2.73K
|
+46
|
+3%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.8K
|
-$129K
|
-2,182
|
-76%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.7M
|
-28,494
|
Closed
|
|
