|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.2M
|
+$3.09M
|
+67,493
|
+14%
|
|
|
2
|
Mattern Wealth Management
Lawrence,
Kansas
|
$9.22M
|
+$1.13M
|
+24,768
|
+14%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.4M
|
–
|
–
|
–
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$4.31M
|
-$299K
|
-6,549
|
-6%
|
|
|
5
|
|
$3.82M
|
-$444K
|
-9,707
|
-10%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.3M
|
+$96.8K
|
+2,118
|
+3%
|
|
|
7
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.19M
|
+$267K
|
+5,835
|
+13%
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.91M
|
+$36.8K
|
+804
|
+2%
|
|
|
9
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.77M
|
+$1.82M
|
+39,874
|
New
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.75M
|
+$10.9K
|
+238
|
+0.6%
|
|
|
11
|
Waverly Advisors
Birmingham,
Alabama
|
$1.42M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.23M
|
+$494K
|
+10,814
|
+64%
|
|
|
13
|
WorthPointe
La Jolla,
California
|
$833K
|
+$8.91K
|
+195
|
+1%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$752K
|
+$181K
|
+3,968
|
+31%
|
|
|
15
|
Landmark Wealth Management (New York)
Melville,
New York
|
$745K
|
+$767K
|
+16,789
|
New
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$545K
|
+$3.56K
|
+78
|
+0.6%
|
|
|
17
|
Mutual Advisors
Omaha,
Nebraska
|
$455K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$417K
|
+$21.5K
|
+470
|
+5%
|
|
|
19
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$346K
|
+$357K
|
+7,802
|
New
|
|
|
20
|
Flow Traders U.S.
New York
|
$238K
|
-$820K
|
-17,942
|
-77%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$178K
|
-$7.54K
|
-165
|
-4%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$171K
|
+$176K
|
+3,843
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.2K
|
+$1.23K
|
+27
|
New
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
–
|
-$1.88M
|
-40,752
|
Closed
|
|
|
25
|
PCG Wealth Advisors
Overland Park,
Kansas
|
–
|
-$479K
|
-10,379
|
Closed
|
|
