|
1
|
Savant Capital
Rockford,
Illinois
|
$103M
|
-$26.1M
|
-554,773
|
-20%
|
|
|
2
|
Verus Financial Partners
Richmond,
Virginia
|
$63.3M
|
-$9.75M
|
-206,884
|
-13%
|
|
|
3
|
Financial Plan Inc
Bellingham,
Washington
|
$34.9M
|
+$34.9M
|
+740,489
|
New
|
|
|
4
|
Simplicity Wealth
Summit,
New Jersey
|
$31.4M
|
+$1.46M
|
+30,981
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
+$1.62M
|
+34,429
|
+8%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$19.6M
|
+$1.24M
|
+26,290
|
+7%
|
|
|
7
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$17M
|
-$3.29M
|
-69,769
|
-16%
|
|
|
8
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$10.8M
|
+$10.8M
|
+229,438
|
New
|
|
|
9
|
Mattern Wealth Management
Lawrence,
Kansas
|
$9.13M
|
+$787K
|
+16,702
|
+9%
|
|
|
10
|
Ferguson Johnson Wealth Management
Rockville,
Maryland
|
$8.43M
|
+$8.44M
|
+179,102
|
New
|
|
|
11
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.52M
|
+$537K
|
+11,404
|
+8%
|
|
|
12
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$7.1M
|
+$127K
|
+2,686
|
+2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.56M
|
-$104K
|
-2,208
|
-2%
|
|
|
14
|
American Century Companies
Kansas City,
Missouri
|
$5.61M
|
+$1.34M
|
+28,465
|
+31%
|
|
|
15
|
Axxcess Wealth Management
Carlsbad,
California
|
$5.26M
|
+$2.43M
|
+51,496
|
+86%
|
|
|
16
|
McCartney Wealth Management
Clayton,
Missouri
|
$4.31M
|
+$4.32M
|
+91,565
|
New
|
|
|
17
|
Trajan Wealth
Scottsdale,
Arizona
|
$4.12M
|
-$270K
|
-5,730
|
-6%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$4.03M
|
–
|
–
|
–
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$3.85M
|
+$85.6K
|
+1,816
|
+2%
|
|
|
20
|
Endeavor Private Wealth
Topeka,
Kansas
|
$3.78M
|
+$456K
|
+9,669
|
+14%
|
|
|
21
|
Maimon Wealth Management
Ra'anana,
Israel
|
$3.49M
|
+$3.5M
|
+74,180
|
New
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.28M
|
-$2.05M
|
-43,504
|
-38%
|
|
|
23
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$3.09M
|
+$3.09M
|
+65,635
|
New
|
|
|
24
|
Integrated Advisors Network
Dallas,
Texas
|
$2.96M
|
-$109K
|
-2,306
|
-4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.86M
|
+$320K
|
+6,790
|
+13%
|
|
