|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$28M
|
+$2.4M
|
+53,006
|
+10%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$12.2M
|
+$11.8M
|
+260,940
|
New
|
|
|
3
|
Mattern Wealth Management
Lawrence,
Kansas
|
$9.94M
|
+$192K
|
+4,246
|
+2%
|
|
|
4
|
|
$8.53M
|
+$4.34M
|
+95,980
|
+112%
|
|
|
5
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$8.52M
|
+$8.21M
|
+181,713
|
New
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.76M
|
–
|
–
|
–
|
|
|
7
|
Forum Financial Management
Lombard,
Illinois
|
$4.52M
|
-$33.3K
|
-736
|
-0.8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.57M
|
+$87.5K
|
+1,936
|
+3%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.05M
|
+$23.9K
|
+529
|
+1%
|
|
|
10
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.9M
|
+$33.7K
|
+746
|
+2%
|
|
|
11
|
BetterWealth
San Jose,
California
|
$1.72M
|
+$1.66M
|
+36,701
|
New
|
|
|
12
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.69M
|
-$159K
|
-3,507
|
-9%
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$1.5M
|
–
|
–
|
–
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.39M
|
+$94.4K
|
+2,088
|
+8%
|
|
|
15
|
Strategic Financial Concepts
San Antonio,
Texas
|
$998K
|
-$1.27M
|
-28,112
|
-57%
|
|
|
16
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$822K
|
+$793K
|
+17,534
|
New
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$816K
|
+$786K
|
+17,398
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$760K
|
-$33.8K
|
-747
|
-4%
|
|
|
19
|
Landmark Wealth Management (New York)
Melville,
New York
|
$512K
|
-$265K
|
-5,872
|
-35%
|
|
|
20
|
Mutual Advisors
Omaha,
Nebraska
|
$480K
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
$407K
|
+$150K
|
+3,308
|
+62%
|
|
|
22
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$394K
|
+$380K
|
+8,410
|
New
|
|
|
23
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$366K
|
–
|
–
|
–
|
|
|
24
|
Apella Capital
West Hartford,
Connecticut
|
$358K
|
+$346K
|
+7,651
|
New
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$343K
|
+$330K
|
+7,310
|
New
|
|
