|
1
|
American Century Companies
Kansas City,
Missouri
|
$91.5M
|
+$14.4M
|
+182,753
|
+18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$49.4M
|
+$1.56M
|
+19,813
|
+3%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$40.4M
|
-$468K
|
-5,944
|
-1%
|
|
|
4
|
Koenig Investment Advisory
Ashland,
Oregon
|
$15.7M
|
+$1.01M
|
+12,797
|
+7%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.84M
|
+$6.81M
|
+86,504
|
+207%
|
|
|
6
|
CPA Asset Management
West Palm Beach,
Florida
|
$9.76M
|
+$2.73M
|
+34,717
|
+38%
|
|
|
7
|
Midwestern Financial
Iowa City,
Iowa
|
$9.45M
|
+$900K
|
+11,431
|
+10%
|
|
|
8
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$7.69M
|
+$261K
|
+3,312
|
+3%
|
|
|
9
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$6.76M
|
+$420K
|
+5,332
|
+6%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.09M
|
+$16.3K
|
+207
|
+0.3%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$4.63M
|
+$542K
|
+6,882
|
+13%
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.12M
|
-$5.12K
|
-65
|
-0.1%
|
|
|
13
|
Sunpointe
St. Louis,
Missouri
|
$3.82M
|
–
|
–
|
–
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$3.73M
|
-$460K
|
-5,839
|
-11%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$3.36M
|
-$298K
|
-3,784
|
-8%
|
|
|
16
|
SkyOak Wealth
Southfield,
Michigan
|
$3.2M
|
-$9.6K
|
-122
|
-0.3%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.13M
|
-$995K
|
-12,639
|
-24%
|
|
|
18
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.44M
|
-$215K
|
-2,733
|
-8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2.4M
|
+$1.51M
|
+19,127
|
+157%
|
|
|
20
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.44M
|
+$68.6K
|
+872
|
+5%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.44M
|
+$414K
|
+5,258
|
+39%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$866K
|
+$80K
|
+1,016
|
+10%
|
|
|
23
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$637K
|
-$6.46K
|
-82
|
-1%
|
|
|
24
|
J.W. Cole Advisors
Tampa,
Florida
|
$583K
|
+$598K
|
+7,600
|
New
|
|
|
25
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$569K
|
–
|
–
|
–
|
|
