|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.3M
|
+$3.57M
|
+80,227
|
+12%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$10.8M
|
-$599K
|
-13,440
|
-5%
|
|
|
3
|
|
$9.69M
|
+$5.92M
|
+133,035
|
+159%
|
|
|
4
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.48M
|
+$26.7K
|
+600
|
+0.4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.97M
|
+$153K
|
+3,446
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.37M
|
-$497K
|
-11,161
|
-13%
|
|
|
7
|
Financial Engines Advisors
Santa Clara,
California
|
$3.07M
|
-$422K
|
-9,479
|
-12%
|
|
|
8
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$3.03M
|
+$3.01M
|
+67,682
|
New
|
|
|
9
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.48M
|
+$684K
|
+15,351
|
+38%
|
|
|
10
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.12M
|
+$743K
|
+16,676
|
+54%
|
|
|
11
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.55M
|
-$823K
|
-18,470
|
-35%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$1.38M
|
–
|
–
|
–
|
|
|
13
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.1M
|
-$291K
|
-6,542
|
-21%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$930K
|
+$60.5K
|
+1,358
|
+7%
|
|
|
15
|
Landmark Wealth Management (New York)
Melville,
New York
|
$885K
|
+$469K
|
+10,527
|
+114%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$471K
|
-$68.2K
|
-1,532
|
-13%
|
|
|
17
|
Mutual Advisors
Omaha,
Nebraska
|
$424K
|
–
|
–
|
–
|
|
|
18
|
Crews Bank & Trust
Wauchula,
Florida
|
$418K
|
-$145K
|
-3,250
|
-26%
|
|
|
19
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$376K
|
–
|
–
|
–
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$349K
|
–
|
–
|
–
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$325K
|
–
|
–
|
–
|
|
|
22
|
Argent Trust Co
Nashville,
Tennessee
|
$291K
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$283K
|
-$710K
|
-15,936
|
-72%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$250K
|
+$249K
|
+5,584
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$249K
|
–
|
–
|
–
|
|
