|
1
|
Verus Financial Partners
Richmond,
Virginia
|
$61.4M
|
+$1.77M
|
+38,231
|
+3%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$15M
|
-$925K
|
-19,992
|
-6%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$14.1M
|
+$714K
|
+15,429
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$1.66M
|
+35,877
|
+14%
|
|
|
5
|
WR Wealth Planners
Columbia,
Missouri
|
$7.75M
|
+$7.75M
|
+167,400
|
New
|
|
|
6
|
Mattern Wealth Management
Lawrence,
Kansas
|
$6.87M
|
+$1.26M
|
+27,260
|
+23%
|
|
|
7
|
Trajan Wealth
Scottsdale,
Arizona
|
$6.29M
|
+$6.29M
|
+136,013
|
New
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.66M
|
+$98.2K
|
+2,123
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.28M
|
+$1.25M
|
+27,095
|
+31%
|
|
|
10
|
Park Avenue Securities
New York
|
$5.2M
|
+$500K
|
+10,809
|
+11%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.86M
|
–
|
–
|
–
|
|
|
12
|
|
$2.98M
|
+$290K
|
+6,262
|
+11%
|
|
|
13
|
Integrated Advisors Network
Dallas,
Texas
|
$2.69M
|
+$34.1K
|
+738
|
+1%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.68M
|
-$434K
|
-9,373
|
-14%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$2.04M
|
+$828K
|
+17,902
|
+68%
|
|
|
16
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$1.87M
|
-$643K
|
-13,898
|
-26%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$1.74M
|
+$24.5K
|
+529
|
+1%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.73M
|
+$277K
|
+5,992
|
+19%
|
|
|
19
|
Tillman Hartley LLC
Denver,
Colorado
|
$1.67M
|
+$17K
|
+367
|
+1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
+$79.8K
|
+1,724
|
+5%
|
|
|
21
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.32M
|
+$1.01M
|
+21,731
|
+319%
|
|
|
22
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.29M
|
+$4.12K
|
+89
|
+0.3%
|
|
|
23
|
SC&H Financial Advisors
Sparks,
Maryland
|
$984K
|
-$30.8K
|
-666
|
-3%
|
|
|
24
|
American Century Companies
Kansas City,
Missouri
|
$923K
|
+$399K
|
+8,631
|
+76%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$907K
|
+$907K
|
+19,595
|
New
|
|
