|
1
|
AE Wealth Management
Topeka,
Kansas
|
$215M
|
+$38.4M
|
+921,224
|
+22%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.6M
|
+$21.5M
|
+515,578
|
+47%
|
|
|
3
|
Verus Financial Partners
Richmond,
Virginia
|
$59M
|
+$1.94M
|
+46,608
|
+3%
|
|
|
4
|
|
$56.2M
|
+$55.5M
|
+1,331,799
|
+36,588%
|
|
|
5
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$54M
|
+$3.02M
|
+72,458
|
+6%
|
|
|
6
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$47.8M
|
+$285K
|
+6,849
|
+0.6%
|
|
|
7
|
Simplicity Wealth
Summit,
New Jersey
|
$46M
|
-$45.7M
|
-1,097,735
|
-50%
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$40.9M
|
+$22M
|
+527,876
|
+118%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$34.8M
|
+$2.45M
|
+58,905
|
+8%
|
|
|
10
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$28.5M
|
+$2.27M
|
+54,364
|
+9%
|
|
|
11
|
Echo Wealth Management
Plymouth,
Minnesota
|
$23.9M
|
+$2.11M
|
+50,660
|
+10%
|
|
|
12
|
Regatta Capital Group
El Segundo,
California
|
$22.3M
|
+$1.11M
|
+26,646
|
+5%
|
|
|
13
|
Highland Financial Advisors
Wayne,
New Jersey
|
$22M
|
+$605K
|
+14,522
|
+3%
|
|
|
14
|
Park Avenue Securities
New York
|
$21.3M
|
+$1.72M
|
+41,176
|
+9%
|
|
|
15
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$21.2M
|
+$2.82M
|
+67,772
|
+16%
|
|
|
16
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$20.9M
|
+$779K
|
+18,688
|
+4%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$20.5M
|
+$1.17M
|
+28,073
|
+6%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.9M
|
+$18.7M
|
+448,630
|
New
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$18.5M
|
+$1.39M
|
+33,254
|
+8%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
-$1.58M
|
-37,877
|
-9%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$15.9M
|
+$15.8M
|
+378,752
|
New
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$15.3M
|
+$600K
|
+14,409
|
+4%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$10.5M
|
-$6.69M
|
-160,447
|
-39%
|
|
|
24
|
Axxcess Wealth Management
Carlsbad,
California
|
$9.52M
|
+$553K
|
+13,272
|
+6%
|
|
|
25
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$9.27M
|
+$644K
|
+15,455
|
+8%
|
|
