|
1
|
Corient Private Wealth
Miami,
Florida
|
$54.8M
|
+$15.8M
|
+388,989
|
+41%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$53.6M
|
-$8.21M
|
-202,223
|
-13%
|
|
|
3
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$49.3M
|
-$1.62M
|
-39,805
|
-3%
|
|
|
4
|
Verus Financial Partners
Richmond,
Virginia
|
$49.1M
|
+$3.16M
|
+77,892
|
+7%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$31.2M
|
+$5.16M
|
+126,997
|
+20%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.5M
|
+$4.51M
|
+111,043
|
+17%
|
|
|
7
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$21.1M
|
+$605K
|
+14,898
|
+3%
|
|
|
8
|
Highland Financial Advisors
Wayne,
New Jersey
|
$18.3M
|
+$2.61M
|
+64,293
|
+17%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$15M
|
+$638K
|
+15,714
|
+4%
|
|
|
10
|
Regatta Capital Group
El Segundo,
California
|
$15M
|
+$912K
|
+22,445
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$977K
|
+24,056
|
+8%
|
|
|
12
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$12.4M
|
+$2.07M
|
+50,952
|
+20%
|
|
|
13
|
Park Avenue Securities
New York
|
$11.6M
|
+$2.32M
|
+57,122
|
+25%
|
|
|
14
|
Aveo Capital Partners
Englewood,
Colorado
|
$9.29M
|
+$656K
|
+16,163
|
+8%
|
|
|
15
|
LexAurum Advisors
Overland Park,
Kansas
|
$9.27M
|
+$1.89M
|
+46,656
|
+26%
|
|
|
16
|
Axxcess Wealth Management
Carlsbad,
California
|
$8.94M
|
+$7.78M
|
+191,591
|
+691%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.88M
|
+$131K
|
+3,236
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.69M
|
+$157K
|
+3,864
|
+2%
|
|
|
19
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$8.11M
|
+$941K
|
+23,175
|
+13%
|
|
|
20
|
Mattern Wealth Management
Lawrence,
Kansas
|
$7.68M
|
-$471K
|
-11,607
|
-6%
|
|
|
21
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$6.59M
|
+$542K
|
+13,344
|
+9%
|
|
|
22
|
|
$6.13M
|
+$1.16M
|
+28,495
|
+23%
|
|
|
23
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.87M
|
+$5.85M
|
+143,963
|
New
|
|
|
24
|
Plancorp LLC
Saint Louis,
Missouri
|
$5.73M
|
–
|
–
|
–
|
|
|
25
|
Quantum Financial Advisors
El Segundo,
California
|
$5.22M
|
-$679K
|
-16,715
|
-12%
|
|
