|
1
|
American Century Companies
Kansas City,
Missouri
|
$70.6M
|
+$518K
|
+7,663
|
+0.8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.8M
|
-$247K
|
-3,655
|
-0.6%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$37.9M
|
-$775K
|
-11,466
|
-2%
|
|
|
4
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$9.47M
|
+$366K
|
+5,407
|
+4%
|
|
|
5
|
Midwestern Financial
Iowa City,
Iowa
|
$7.09M
|
+$6.87M
|
+101,598
|
New
|
|
|
6
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5.08M
|
+$206K
|
+3,045
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$4.95M
|
+$2.49M
|
+36,900
|
+108%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.47M
|
-$229K
|
-3,380
|
-5%
|
|
|
9
|
CPA Asset Management
West Palm Beach,
Florida
|
$4.33M
|
+$354K
|
+5,241
|
+9%
|
|
|
10
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.79M
|
+$11.1K
|
+164
|
+0.3%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$3.67M
|
-$194K
|
-2,872
|
-5%
|
|
|
12
|
Sunpointe
St. Louis,
Missouri
|
$3.57M
|
+$17K
|
+252
|
+0.5%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.48M
|
+$3.37M
|
+49,908
|
New
|
|
|
14
|
SkyOak Wealth
Southfield,
Michigan
|
$2.93M
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$2.57M
|
-$158K
|
-2,331
|
-6%
|
|
|
16
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.51M
|
-$19.5K
|
-289
|
-0.8%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$1.9M
|
+$970K
|
+14,341
|
+111%
|
|
|
18
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.29M
|
-$154K
|
-2,275
|
-11%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$878K
|
-$111K
|
-1,646
|
-12%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$841K
|
+$97.9K
|
+1,448
|
+14%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$827K
|
+$802K
|
+11,856
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$605K
|
+$153K
|
+2,257
|
+35%
|
|
|
23
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$580K
|
+$744
|
+11
|
+0.1%
|
|
|
24
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$553K
|
–
|
–
|
–
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$406K
|
+$9.2K
|
+136
|
+2%
|
|
