|
1
|
American Century Companies
Kansas City,
Missouri
|
$72.5M
|
-$887K
|
-13,261
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.5M
|
-$4.73M
|
-70,722
|
-10%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$40.4M
|
-$1.99M
|
-29,708
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$6.41M
|
-$18.3K
|
-273
|
-0.3%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$5.02M
|
+$1.23M
|
+18,384
|
+34%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.67M
|
+$188K
|
+2,810
|
+4%
|
|
|
7
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$4.3M
|
+$75.3K
|
+1,126
|
+2%
|
|
|
8
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.67M
|
-$242K
|
-3,622
|
-6%
|
|
|
9
|
SkyOak Wealth
Southfield,
Michigan
|
$2.91M
|
–
|
–
|
–
|
|
|
10
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.81M
|
-$88.5K
|
-1,323
|
-3%
|
|
|
11
|
CPA Asset Management
West Palm Beach,
Florida
|
$2.76M
|
+$1.1M
|
+16,402
|
+71%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
+$182K
|
+2,715
|
+13%
|
|
|
13
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$1.35M
|
+$36.8K
|
+550
|
+3%
|
|
|
14
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.31M
|
+$5.42K
|
+81
|
+0.4%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$696K
|
+$666K
|
+9,950
|
New
|
|
|
16
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$617K
|
-$22.5K
|
-337
|
-4%
|
|
|
17
|
Sunpointe
St. Louis,
Missouri
|
$370K
|
+$354K
|
+5,289
|
New
|
|
|
18
|
Peak Planning Group
Centennial,
Colorado
|
$365K
|
+$1.07K
|
+16
|
+0.3%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$331K
|
+$72.3K
|
+1,081
|
+30%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$279K
|
-$89.5K
|
-1,338
|
-25%
|
|
|
21
|
Claro Advisors
Boston,
Massachusetts
|
$260K
|
+$3.41K
|
+51
|
+1%
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
$257K
|
+$246K
|
+3,670
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$250K
|
+$240K
|
+3,580
|
New
|
|
|
24
|
Aveo Capital Partners
Englewood,
Colorado
|
$242K
|
+$13.8K
|
+206
|
+6%
|
|
|
25
|
Investment Advisory Group
Hanover,
Massachusetts
|
$213K
|
+$204K
|
+3,050
|
New
|
|
