|
1
|
MASECO Private Wealth
London,
|
$95M
|
+$3.9M
|
+83,603
|
+4%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$63.3M
|
+$113K
|
+2,432
|
+0.2%
|
|
|
3
|
Financial Plan Inc
Bellingham,
Washington
|
$43.2M
|
+$3.52M
|
+75,458
|
+9%
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$40.7M
|
-$41.5M
|
-889,750
|
-50%
|
|
|
5
|
Simplicity Wealth
Summit,
New Jersey
|
$34.5M
|
+$456K
|
+9,778
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.4M
|
-$3.29M
|
-70,571
|
-11%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$19.4M
|
+$770K
|
+16,501
|
+4%
|
|
|
8
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$15.6M
|
+$1.05M
|
+22,596
|
+7%
|
|
|
9
|
Park Avenue Securities
New York
|
$14.1M
|
+$1.48M
|
+31,701
|
+12%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$10.8M
|
+$2.36M
|
+50,652
|
+28%
|
|
|
11
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$10.3M
|
+$917K
|
+19,653
|
+10%
|
|
|
12
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$9.71M
|
+$1.45M
|
+31,096
|
+18%
|
|
|
13
|
Ferguson Johnson Wealth Management
Rockville,
Maryland
|
$9.23M
|
+$307K
|
+6,585
|
+3%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$9.08M
|
+$6.04M
|
+129,397
|
+197%
|
|
|
15
|
Mattern Wealth Management
Lawrence,
Kansas
|
$8.94M
|
-$622K
|
-13,329
|
-6%
|
|
|
16
|
|
$8.63M
|
+$6.54M
|
+140,249
|
+312%
|
|
|
17
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.87M
|
+$249K
|
+5,330
|
+3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$7.54M
|
-$33.6M
|
-721,298
|
-82%
|
|
|
19
|
American Century Companies
Kansas City,
Missouri
|
$6.8M
|
+$747K
|
+16,008
|
+12%
|
|
|
20
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$4.64M
|
+$479K
|
+10,269
|
+11%
|
|
|
21
|
McCartney Wealth Management
Clayton,
Missouri
|
$4.52M
|
+$187K
|
+4,010
|
+4%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$4.32M
|
+$437K
|
+9,376
|
+11%
|
|
|
23
|
Maimon Wealth Management
Ra'anana,
Israel
|
$4.13M
|
+$429K
|
+9,200
|
+12%
|
|
|
24
|
Endeavor Private Wealth
Topeka,
Kansas
|
$4.01M
|
+$599K
|
+12,850
|
+18%
|
|
|
25
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.97M
|
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|
–
|
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|
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