|
1
|
PrairieView Partners
St. Paul,
Minnesota
|
$121M
|
+$103M
|
+2,210,289
|
+532%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$65.7M
|
+$1.8M
|
+38,713
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
+$811K
|
+17,448
|
+5%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$15.8M
|
+$899K
|
+19,348
|
+6%
|
|
|
5
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$13.3M
|
+$13.4M
|
+288,282
|
New
|
|
|
6
|
WR Wealth Planners
Columbia,
Missouri
|
$8.57M
|
+$432K
|
+9,300
|
+5%
|
|
|
7
|
Mattern Wealth Management
Lawrence,
Kansas
|
$8.44M
|
+$274K
|
+5,892
|
+3%
|
|
|
8
|
Park Avenue Securities
New York
|
$7.79M
|
+$1.28M
|
+27,573
|
+20%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.92M
|
+$292K
|
+6,284
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.5M
|
+$107K
|
+2,293
|
+2%
|
|
|
11
|
Trajan Wealth
Scottsdale,
Arizona
|
$4.96M
|
-$647K
|
-13,914
|
-11%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$4.5M
|
-$34.2K
|
-735
|
-0.7%
|
|
|
13
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$4.29M
|
+$233K
|
+5,012
|
+6%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.96M
|
–
|
–
|
–
|
|
|
15
|
American Century Companies
Kansas City,
Missouri
|
$2.81M
|
+$509K
|
+10,953
|
+22%
|
|
|
16
|
Integrated Advisors Network
Dallas,
Texas
|
$2.81M
|
-$66.3K
|
-1,427
|
-2%
|
|
|
17
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.6M
|
-$17.8K
|
-384
|
-0.7%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.56M
|
-$273K
|
-5,867
|
-10%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.42M
|
+$417K
|
+8,973
|
+21%
|
|
|
20
|
Endeavor Private Wealth
Topeka,
Kansas
|
$2.39M
|
+$2.41M
|
+51,842
|
New
|
|
|
21
|
B&D White Capital Company
Lakeway,
Texas
|
$2.11M
|
+$1.62M
|
+34,754
|
+317%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$2.04M
|
-$42.3K
|
-910
|
-2%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.02M
|
+$213K
|
+4,577
|
+12%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$1.83M
|
-$96.4K
|
-2,074
|
-5%
|
|
|
25
|
Tillman Hartley LLC
Denver,
Colorado
|
$1.69M
|
–
|
–
|
–
|
|
