|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.3M
|
+$2.58M
|
+55,937
|
+9%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$12.6M
|
+$660K
|
+14,290
|
+6%
|
|
|
3
|
Mattern Wealth Management
Lawrence,
Kansas
|
$10.5M
|
-$49.5K
|
-1,072
|
-0.5%
|
|
|
4
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$8.6M
|
-$232K
|
-5,016
|
-3%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.65M
|
–
|
–
|
–
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$4.43M
|
-$15.8K
|
-342
|
-0.4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.47M
|
-$219K
|
-4,741
|
-6%
|
|
|
8
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.55M
|
-$537K
|
-11,624
|
-17%
|
|
|
9
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.18M
|
+$316K
|
+6,851
|
+17%
|
|
|
10
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.14M
|
+$62.9K
|
+1,362
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.96M
|
+$98.3K
|
+2,129
|
+5%
|
|
|
12
|
BetterWealth
San Jose,
California
|
$1.69M
|
–
|
–
|
–
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$1.42M
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
+$165K
|
+3,577
|
+14%
|
|
|
15
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.01M
|
-$1.27M
|
-27,503
|
-56%
|
|
|
16
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$848K
|
+$58.1K
|
+1,259
|
+7%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$758K
|
+$758K
|
+16,421
|
New
|
|
|
18
|
|
$631K
|
-$882K
|
-19,119
|
-58%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$475K
|
–
|
–
|
–
|
|
|
20
|
Landmark Wealth Management (New York)
Melville,
New York
|
$441K
|
-$19.9K
|
-432
|
-4%
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$390K
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$374K
|
+$375K
|
+8,116
|
New
|
|
|
23
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$360K
|
–
|
–
|
–
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$337K
|
–
|
–
|
–
|
|
|
25
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$311K
|
+$47.4K
|
+1,028
|
+18%
|
|
