|
1
|
American Century Companies
Kansas City,
Missouri
|
$70M
|
-$1.54M
|
-24,595
|
-2%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$40.1M
|
-$457K
|
-7,302
|
-1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$34M
|
+$4.17M
|
+66,610
|
+15%
|
|
|
4
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$15.5M
|
-$1.82M
|
-29,059
|
-11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$5.98M
|
+$740K
|
+11,830
|
+15%
|
|
|
6
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$4.21M
|
+$76.3K
|
+1,219
|
+2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.13M
|
-$10.6K
|
-169
|
-0.3%
|
|
|
8
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.58M
|
-$73.3K
|
-1,172
|
-2%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$3.22M
|
+$2.01M
|
+32,147
|
+184%
|
|
|
10
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.73M
|
-$822K
|
-13,142
|
-24%
|
|
|
11
|
SkyOak Wealth
Southfield,
Michigan
|
$2.57M
|
+$1.26M
|
+20,082
|
+103%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$1.63M
|
-$508K
|
-8,124
|
-24%
|
|
|
13
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.44M
|
+$127K
|
+2,029
|
+10%
|
|
|
14
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.22M
|
-$166K
|
-2,650
|
-12%
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.09M
|
+$148K
|
+2,362
|
+16%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$847K
|
+$636K
|
+10,165
|
+354%
|
|
|
17
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$631K
|
-$22.2K
|
-355
|
-4%
|
|
|
18
|
J.W. Cole Advisors
Tampa,
Florida
|
$557K
|
+$537K
|
+8,577
|
New
|
|
|
19
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$373K
|
+$24.4K
|
+390
|
+7%
|
|
|
20
|
Peak Planning Group
Centennial,
Colorado
|
$346K
|
+$1.94K
|
+31
|
+0.6%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$245K
|
-$19K
|
-304
|
-7%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$237K
|
-$11.1K
|
-178
|
-5%
|
|
|
23
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$235K
|
-$47.4K
|
-758
|
-17%
|
|
|
24
|
Aveo Capital Partners
Englewood,
Colorado
|
$207K
|
+$204K
|
+3,256
|
New
|
|
|
25
|
Financial Advocates Investment Management
Olympia,
Washington
|
$203K
|
+$251K
|
+4,020
|
New
|
|
