|
1
|
Verus Financial Partners
Richmond,
Virginia
|
$59.7M
|
+$665K
|
+14,531
|
+1%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$15.9M
|
-$2.19M
|
-47,969
|
-12%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$13.4M
|
+$13.2M
|
+288,531
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$1.41M
|
+30,883
|
+14%
|
|
|
5
|
Mattern Wealth Management
Lawrence,
Kansas
|
$5.62M
|
+$3.96M
|
+86,698
|
+252%
|
|
|
6
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.58M
|
+$87.5K
|
+1,914
|
+2%
|
|
|
7
|
Park Avenue Securities
New York
|
$4.71M
|
+$313K
|
+6,837
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.04M
|
+$622K
|
+13,603
|
+19%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.87M
|
–
|
–
|
–
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$3.21M
|
+$144K
|
+3,155
|
+5%
|
|
|
11
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.12M
|
-$65.7K
|
-1,437
|
-2%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$2.8M
|
+$2.75M
|
+60,233
|
New
|
|
|
13
|
|
$2.7M
|
-$5.23M
|
-114,464
|
-66%
|
|
|
14
|
Integrated Advisors Network
Dallas,
Texas
|
$2.66M
|
+$15.8K
|
+346
|
+0.6%
|
|
|
15
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2.52M
|
–
|
–
|
–
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$1.72M
|
-$133K
|
-2,918
|
-7%
|
|
|
17
|
Tillman Hartley LLC
Denver,
Colorado
|
$1.65M
|
+$484K
|
+10,573
|
+42%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.54M
|
+$107K
|
+2,350
|
+8%
|
|
|
19
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.46M
|
-$1.88K
|
-41
|
-0.1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$1.46M
|
-$209K
|
-4,573
|
-13%
|
|
|
21
|
Apella Capital
West Hartford,
Connecticut
|
$1.35M
|
+$1.34M
|
+29,208
|
New
|
|
|
22
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.29M
|
-$17.3K
|
-378
|
-1%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.21M
|
+$480K
|
+10,495
|
+67%
|
|
|
24
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.02M
|
-$155K
|
-3,394
|
-13%
|
|
|
25
|
TFB Advisors
Overland Park,
Kansas
|
$813K
|
+$802K
|
+17,527
|
New
|
|
