|
1
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
17,6 Mio. $
|
+18,3 Mio. $
|
+399.595
|
Neu
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
11 Mio. $
|
+3,47 Mio. $
|
+75.722
|
+44 %
|
|
|
3
|
FAS Wealth Partners
Leawood,
Kansas
|
9,34 Mio. $
|
+2,9 Mio. $
|
+63.393
|
+43 %
|
|
|
4
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
7,51 Mio. $
|
-227.814 $
|
-4.973
|
-3 %
|
|
|
5
|
American Century Companies
Kansas City,
Missouri
|
7,28 Mio. $
|
+3,39 Mio. $
|
+74.006
|
+81 %
|
|
|
6
|
Beaird Harris Wealth Management
Dallas,
Texas
|
6,08 Mio. $
|
-70.823 $
|
-1.546
|
-1 %
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
5,68 Mio. $
|
+836.998 $
|
+18.271
|
+17 %
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
5,11 Mio. $
|
+3,44 Mio. $
|
+75.061
|
+184 %
|
|
|
9
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
4,84 Mio. $
|
+481.694 $
|
+10.515
|
+11 %
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
2,49 Mio. $
|
+2,59 Mio. $
|
+56.448
|
Neu
|
|
|
11
|
Park Avenue Securities
New York
|
2,04 Mio. $
|
+2,12 Mio. $
|
+46.353
|
Neu
|
|
|
12
|
ML&R Wealth Management
Austin,
Texas
|
1,38 Mio. $
|
-159.878 $
|
-3.490
|
-10 %
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
1,29 Mio. $
|
+103.073 $
|
+2.250
|
+8 %
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
1,17 Mio. $
|
-246.550 $
|
-5.382
|
-17 %
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
1,15 Mio. $
|
+1,19 Mio. $
|
+25.990
|
Neu
|
|
|
16
|
Atlas Wealth
Cincinnati,
Ohio
|
955.786 $
|
+4.031 $
|
+88
|
+0,4 %
|
|
|
17
|
Tillman Hartley LLC
Denver,
Colorado
|
904.493 $
|
+48.376 $
|
+1.056
|
+5 %
|
|
|
18
|
|
872.297 $
|
+906.034 $
|
+19.778
|
Neu
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
839.704 $
|
+872.180 $
|
+19.039
|
Neu
|
|
|
20
|
LexAurum Advisors
Overland Park,
Kansas
|
772.180 $
|
+802.045 $
|
+17.508
|
Neu
|
|
|
21
|
WMS Partners
Towson,
Maryland
|
616.580 $
|
-25.516 $
|
-557
|
-4 %
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
527.886 $
|
+237.022 $
|
+5.174
|
+76 %
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
520.498 $
|
+366 $
|
+8
|
+0,1 %
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
511.787 $
|
+531.582 $
|
+11.604
|
Neu
|
|
|
25
|
TRUADVICE
Sarasota,
Florida
|
455.147 $
|
+488.886 $
|
+10.672
|
Neu
|
|
