|
1
|
American Century Companies
Kansas City,
Missouri
|
$65.7M
|
-$1.79M
|
-28,055
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.3M
|
+$10.8M
|
+169,451
|
+32%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$38M
|
-$612K
|
-9,594
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.75M
|
-$7.33K
|
-115
|
-0.1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4M
|
+$23.6K
|
+370
|
+0.6%
|
|
|
6
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$3.77M
|
-$292K
|
-4,576
|
-7%
|
|
|
7
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.5M
|
+$55.9K
|
+876
|
+2%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$3.33M
|
+$237K
|
+3,709
|
+7%
|
|
|
9
|
SkyOak Wealth
Southfield,
Michigan
|
$2.6M
|
+$126K
|
+1,982
|
+5%
|
|
|
10
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.59M
|
-$36.2K
|
-567
|
-1%
|
|
|
11
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.44M
|
+$53.7K
|
+842
|
+4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.29M
|
+$486K
|
+7,618
|
+58%
|
|
|
13
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.18M
|
–
|
–
|
–
|
|
|
14
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.17M
|
+$122K
|
+1,914
|
+11%
|
|
|
15
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$645K
|
-$14.6M
|
-228,257
|
-96%
|
|
|
16
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$573K
|
-$35.1K
|
-551
|
-6%
|
|
|
17
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$359K
|
–
|
–
|
–
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$333K
|
-$1.26M
|
-19,835
|
-79%
|
|
|
19
|
Peak Planning Group
Centennial,
Colorado
|
$326K
|
-$7.33K
|
-115
|
-2%
|
|
|
20
|
Claro Advisors
Boston,
Massachusetts
|
$229K
|
+$233K
|
+3,661
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$228K
|
-$8.42K
|
-132
|
-3%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$212K
|
-$16.2K
|
-254
|
-7%
|
|
|
23
|
Aveo Capital Partners
Englewood,
Colorado
|
$204K
|
+$255
|
+4
|
+0.1%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$143K
|
+$146K
|
+2,288
|
New
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36K
|
–
|
–
|
–
|
|
