|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$35M
|
+$2.09M
|
+44,887
|
+6%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$12.3M
|
-$530K
|
-11,402
|
-4%
|
|
|
3
|
Mattern Wealth Management
Lawrence,
Kansas
|
$11.7M
|
+$998K
|
+21,458
|
+9%
|
|
|
4
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$8.7M
|
-$50.9K
|
-1,095
|
-0.6%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.77M
|
–
|
–
|
–
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.6M
|
+$72.5K
|
+1,559
|
+2%
|
|
|
7
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.5M
|
+$898K
|
+19,296
|
+35%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$3.01M
|
-$1.48M
|
-31,863
|
-33%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.36M
|
+$363K
|
+7,813
|
+18%
|
|
|
10
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.22M
|
+$1.35K
|
+29
|
+0.1%
|
|
|
11
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.1M
|
-$79.8K
|
-1,716
|
-4%
|
|
|
12
|
BetterWealth
San Jose,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
13
|
Waverly Advisors
Birmingham,
Alabama
|
$1.45M
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
+$8.51K
|
+183
|
+0.6%
|
|
|
15
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.32M
|
+$289K
|
+6,206
|
+28%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.31M
|
+$921K
|
+19,790
|
+244%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$886K
|
+$114K
|
+2,456
|
+15%
|
|
|
18
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$870K
|
+$7.17K
|
+154
|
+0.8%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$473K
|
–
|
–
|
–
|
|
|
20
|
Landmark Wealth Management (New York)
Melville,
New York
|
$428K
|
-$19.8K
|
-425
|
-4%
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$387K
|
–
|
–
|
–
|
|
|
22
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$366K
|
–
|
–
|
–
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$343K
|
–
|
–
|
–
|
|
|
24
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$316K
|
–
|
–
|
–
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$293K
|
+$291K
|
+6,245
|
New
|
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