|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.4M
|
-$2.03M
|
-43,631
|
-6%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$11.8M
|
-$289K
|
-6,219
|
-2%
|
|
|
3
|
Mattern Wealth Management
Lawrence,
Kansas
|
$11.7M
|
+$184K
|
+3,961
|
+2%
|
|
|
4
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$8.24M
|
-$312K
|
-6,723
|
-4%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.65M
|
–
|
–
|
–
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$4.33M
|
+$1.38M
|
+29,701
|
+46%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.8M
|
+$255K
|
+5,495
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.53M
|
+$1.22M
|
+26,227
|
+52%
|
|
|
9
|
Sunpointe
St. Louis,
Missouri
|
$2.87M
|
+$2.65M
|
+56,936
|
+1,098%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.85M
|
-$592K
|
-12,741
|
-17%
|
|
|
11
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.45M
|
+$1.16M
|
+24,927
|
+89%
|
|
|
12
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.24M
|
+$57.6K
|
+1,240
|
+3%
|
|
|
13
|
BetterWealth
San Jose,
California
|
$1.69M
|
–
|
–
|
–
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$1.66M
|
+$1.68M
|
+36,073
|
New
|
|
|
15
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.45M
|
+$598K
|
+12,870
|
+69%
|
|
|
16
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.44M
|
+$1.45M
|
+31,110
|
New
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$1.42M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
-$279K
|
-6,002
|
-21%
|
|
|
19
|
|
$791K
|
+$796K
|
+17,139
|
New
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$583K
|
-$290K
|
-6,251
|
-33%
|
|
|
21
|
Crews Bank & Trust
Wauchula,
Florida
|
$581K
|
+$585K
|
+12,597
|
New
|
|
|
22
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$532K
|
+$535K
|
+11,525
|
New
|
|
|
23
|
|
$511K
|
+$268K
|
+5,769
|
+109%
|
|
|
24
|
Fortress Wealth Management
Culver City,
California
|
$507K
|
+$511K
|
+11,000
|
New
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
$470K
|
–
|
–
|
–
|
|
