|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.8M
|
+$2.38M
|
+51,342
|
+6%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$7.93M
|
-$650K
|
-14,042
|
-8%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.69M
|
–
|
–
|
–
|
|
|
4
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$6.18M
|
+$1.06M
|
+23,000
|
+21%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.76M
|
-$26.1K
|
-564
|
-0.7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.32M
|
+$87K
|
+1,881
|
+3%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$3.22M
|
-$104K
|
-2,249
|
-3%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$3.19M
|
+$228K
|
+4,924
|
+8%
|
|
|
9
|
Align Financial
Hermantown,
Minnesota
|
$2.81M
|
+$12K
|
+260
|
+0.4%
|
|
|
10
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.5M
|
+$2.48M
|
+53,579
|
New
|
|
|
11
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.44M
|
+$27K
|
+583
|
+1%
|
|
|
12
|
EJMK Ventures
Itasca,
Illinois
|
$2.18M
|
+$687K
|
+14,855
|
+46%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$2.07M
|
-$44.2K
|
-956
|
-2%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$2M
|
+$1.99M
|
+42,956
|
New
|
|
|
15
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.08M
|
-$62.6K
|
-1,353
|
-5%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$965K
|
+$8.01K
|
+173
|
+0.8%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$847K
|
+$578K
|
+12,491
|
+220%
|
|
|
18
|
Landmark Wealth Management (New York)
Melville,
New York
|
$806K
|
+$5.18K
|
+112
|
+0.7%
|
|
|
19
|
Mattern Wealth Management
Lawrence,
Kansas
|
$626K
|
–
|
–
|
–
|
|
|
20
|
Crews Bank & Trust
Wauchula,
Florida
|
$623K
|
–
|
–
|
–
|
|
|
21
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$617K
|
+$38.9K
|
+840
|
+7%
|
|
|
22
|
Financial Plan Inc
Bellingham,
Washington
|
$546K
|
+$6.06K
|
+131
|
+1%
|
|
|
23
|
Mutual Advisors
Omaha,
Nebraska
|
$449K
|
–
|
–
|
–
|
|
|
24
|
|
$411K
|
+$409K
|
+8,844
|
New
|
|
|
25
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$363K
|
–
|
–
|
–
|
|
