|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.5億
|
+$1945万
|
+429,421
|
+7%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$3.43億
|
+$2074万
|
+457,910
|
+7%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.31億
|
+$1.16億
|
+2,561,374
|
+38,868%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2258万
|
+$72.9万
|
+16,094
|
+4%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$1136万
|
+$25.4万
|
+5,613
|
+3%
|
|
|
6
|
American Century Companies
Kansas City,
Missouri
|
$1068万
|
-$203万
|
-44,853
|
-18%
|
|
|
7
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$968万
|
-$66.1万
|
-14,598
|
-7%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$885万
|
+$55.7万
|
+12,294
|
+8%
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$876万
|
+$777万
|
+171,477
|
新規
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$854万
|
+$109万
|
+24,134
|
+17%
|
|
|
11
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$797万
|
+$402万
|
+88,700
|
新規
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
$746万
|
+$183万
|
+40,365
|
+38%
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$722万
|
-$1.98万
|
-436
|
-0.3%
|
|
|
14
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$569万
|
+$27.5万
|
+6,068
|
+6%
|
|
|
15
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$527万
|
-$8.45万
|
-1,865
|
-2%
|
|
|
16
|
|
$515万
|
+$450万
|
+99,312
|
+6,176%
|
|
|
17
|
B&D White Capital Company
Lakeway,
Texas
|
$455万
|
+$404万
|
+89,114
|
新規
|
|
|
18
|
Park Avenue Securities
New York
|
$420万
|
+$33.8万
|
+7,451
|
+10%
|
|
|
19
|
CAP Partners LLC
Franklin,
Tennessee
|
$377万
|
+$335万
|
+73,903
|
新規
|
|
|
20
|
Passive Capital Management
Baltimore,
Maryland
|
$319万
|
+$283万
|
+62,500
|
新規
|
|
|
21
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$315万
|
+$279万
|
+61,641
|
新規
|
|
|
22
|
|
$301万
|
+$267万
|
+59,000
|
新規
|
|
|
23
|
LPL Financial
San Diego,
California
|
$267万
|
+$199万
|
+43,826
|
+514%
|
|
|
24
|
AlphaQ Advisors
Winter Park,
Florida
|
$217万
|
+$193万
|
+42,577
|
新規
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$197万
|
+$57.2万
|
+12,637
|
+49%
|
|
