|
1
|
American Century Companies
Kansas City,
Missouri
|
$76.6M
|
+$1.76M
|
+23,623
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$47.3M
|
+$3.84M
|
+51,571
|
+9%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$40.3M
|
-$430K
|
-5,774
|
-1%
|
|
|
4
|
Koenig Investment Advisory
Ashland,
Oregon
|
$15.7M
|
+$14.3M
|
+191,963
|
New
|
|
|
5
|
Midwestern Financial
Iowa City,
Iowa
|
$8.47M
|
+$93.4K
|
+1,254
|
+1%
|
|
|
6
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$7.35M
|
+$7.22M
|
+96,943
|
New
|
|
|
7
|
CPA Asset Management
West Palm Beach,
Florida
|
$7.01M
|
+$1.7M
|
+22,826
|
+33%
|
|
|
8
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$6.27M
|
+$247K
|
+3,317
|
+4%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.02M
|
+$171K
|
+2,299
|
+4%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$4.13M
|
+$656K
|
+8,807
|
+19%
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.07M
|
-$15.4K
|
-207
|
-0.4%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$4.05M
|
+$1.34M
|
+17,990
|
+51%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.05M
|
+$423K
|
+5,680
|
+12%
|
|
|
14
|
Sunpointe
St. Louis,
Missouri
|
$3.78M
|
-$98.4K
|
-1,322
|
-3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.61M
|
+$161K
|
+2,164
|
+5%
|
|
|
16
|
SkyOak Wealth
Southfield,
Michigan
|
$3.17M
|
-$6.33K
|
-85
|
-0.2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$3.17M
|
+$140K
|
+1,879
|
+5%
|
|
|
18
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.62M
|
-$27.8K
|
-373
|
-1%
|
|
|
19
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.36M
|
+$2.53K
|
+34
|
+0.2%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.02M
|
+$103K
|
+1,384
|
+11%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$924K
|
-$21.3K
|
-286
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$779K
|
+$138K
|
+1,853
|
+22%
|
|
|
23
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$635K
|
-$21K
|
-282
|
-3%
|
|
|
24
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$563K
|
-$37.2K
|
-500
|
-6%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$538K
|
+$529K
|
+7,100
|
New
|
|
