|
1
|
American Century Companies
Kansas City,
Missouri
|
$67M
|
-$2.31M
|
-33,165
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.2M
|
-$3.46M
|
-49,760
|
-8%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$37.6M
|
-$1.03M
|
-14,883
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.74M
|
-$1.44M
|
-20,659
|
-23%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$4.51M
|
-$286K
|
-4,115
|
-6%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.47M
|
+$15.9K
|
+228
|
+0.3%
|
|
|
7
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$4.24M
|
-$15.1K
|
-217
|
-0.4%
|
|
|
8
|
CPA Asset Management
West Palm Beach,
Florida
|
$3.68M
|
+$1.09M
|
+15,653
|
+40%
|
|
|
9
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.59M
|
+$98.3K
|
+1,414
|
+3%
|
|
|
10
|
Sunpointe
St. Louis,
Missouri
|
$3.4M
|
+$3.17M
|
+45,606
|
+862%
|
|
|
11
|
SkyOak Wealth
Southfield,
Michigan
|
$2.76M
|
-$17K
|
-244
|
-0.6%
|
|
|
12
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.6M
|
-$79K
|
-1,136
|
-3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.86M
|
+$316K
|
+4,548
|
+19%
|
|
|
14
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.3M
|
+$53.2K
|
+765
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.07M
|
+$1.12M
|
+16,072
|
New
|
|
|
16
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$591K
|
-$730K
|
-10,500
|
-54%
|
|
|
17
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$569K
|
-$20.3K
|
-292
|
-3%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$455K
|
+$474K
|
+6,813
|
New
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$388K
|
+$404K
|
+5,817
|
New
|
|
|
20
|
Peak Planning Group
Centennial,
Colorado
|
$336K
|
-$13.6K
|
-195
|
-4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$308K
|
-$7.58K
|
-109
|
-2%
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
$283K
|
+$39.1K
|
+563
|
+15%
|
|
|
23
|
Claro Advisors
Boston,
Massachusetts
|
$245K
|
-$2.71K
|
-39
|
-1%
|
|
|
24
|
Aveo Capital Partners
Englewood,
Colorado
|
$232K
|
+$348
|
+5
|
+0.1%
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$212K
|
-$56.7K
|
-816
|
-20%
|
|
