|
1
|
FAS Wealth Partners
Leawood,
Kansas
|
$11.6M
|
+$161K
|
+5,669
|
+1%
|
|
|
2
|
Thomasville National Bank
Thomasville,
Georgia
|
$4.48M
|
+$124K
|
+4,364
|
+3%
|
|
|
3
|
Hobart Private Capital
Charlotte,
North Carolina
|
$3.7M
|
+$958K
|
+33,737
|
+36%
|
|
|
4
|
|
$2.82M
|
+$889K
|
+31,314
|
+48%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$2.64M
|
+$2.55M
|
+89,927
|
New
|
|
|
6
|
CKW Financial Group
Honolulu,
Hawaii
|
$2.29M
|
+$2.04K
|
+72
|
+0.1%
|
|
|
7
|
Krane Funds Advisors
New York
|
$1.67M
|
–
|
–
|
–
|
|
|
8
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$884K
|
+$855K
|
+30,121
|
New
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$609K
|
+$589K
|
+20,761
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$604K
|
+$119K
|
+4,194
|
+26%
|
|
|
11
|
Cetera Advisors
Denver,
Colorado
|
$498K
|
+$482K
|
+16,976
|
New
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$434K
|
-$101K
|
-3,556
|
-19%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$261K
|
-$4.71K
|
-166
|
-2%
|
|
|
14
|
Montis Financial
Waltham,
Massachusetts
|
$241K
|
+$233K
|
+8,217
|
New
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$211K
|
+$205K
|
+7,206
|
New
|
|
|
16
|
Main Management
San Francisco,
California
|
$211K
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$82.5K
|
+$79.8K
|
+2,812
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$48.9K
|
+$47.3K
|
+1,666
|
New
|
|
|
19
|
Wolff Wiese Magana
Carslbad,
California
|
$44K
|
–
|
–
|
–
|
|
|
20
|
UMB Bank
Kansas City,
Missouri
|
$37.4K
|
–
|
–
|
–
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$20.5K
|
-$26.1K
|
-918
|
-57%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$13.8K
|
+$4.03K
|
+142
|
+43%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
+$10K
|
+354
|
New
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.63K
|
+$5.45K
|
+192
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.4K
|
-$11.4K
|
-400
|
-73%
|
|
