|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.31億
|
+$5466万
|
+1,086,543
|
+11%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.66億
|
+$267万
|
+53,052
|
+2%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3661万
|
+$400万
|
+79,488
|
+12%
|
|
|
4
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2522万
|
+$260万
|
+51,637
|
+11%
|
|
|
5
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2522万
|
+$219万
|
+43,494
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1309万
|
+$141万
|
+28,115
|
+12%
|
|
|
7
|
American Century Companies
Kansas City,
Missouri
|
$1278万
|
+$119万
|
+23,602
|
+10%
|
|
|
8
|
West Paces Advisors
Atlanta,
Georgia
|
$1232万
|
+$1227万
|
+243,839
|
+8,128%
|
|
|
9
|
FAS Wealth Partners
Leawood,
Kansas
|
$1184万
|
+$36万
|
+7,165
|
+3%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$960万
|
+$933万
|
+185,432
|
+2,668%
|
|
|
11
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$950万
|
+$44.7万
|
+8,894
|
+9%
|
|
|
12
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$924万
|
-$54.7万
|
-10,882
|
-6%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$908万
|
+$23.7万
|
+4,704
|
+3%
|
|
|
14
|
Aveo Capital Partners
Englewood,
Colorado
|
$787万
|
+$52.5万
|
+10,445
|
+7%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$642万
|
+$31.4万
|
+6,234
|
+5%
|
|
|
16
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$633万
|
-$58.2万
|
-11,570
|
-8%
|
|
|
17
|
Park Avenue Securities
New York
|
$561万
|
+$97万
|
+19,291
|
+21%
|
|
|
18
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$528万
|
+$33.2万
|
+6,600
|
+7%
|
|
|
19
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$495万
|
+$499万
|
+99,185
|
新規
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$479万
|
+$13.8万
|
+2,743
|
+3%
|
|
|
21
|
CAP Partners LLC
Franklin,
Tennessee
|
$414万
|
+$38.5万
|
+7,661
|
+10%
|
|
|
22
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$364万
|
+$24.3万
|
+4,836
|
+7%
|
|
|
23
|
Passive Capital Management
Baltimore,
Maryland
|
$312万
|
–
|
–
|
–
|
|
|
24
|
|
$309万
|
-$215万
|
-42,775
|
-41%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$275万
|
-$45.8万
|
-9,108
|
-14%
|
|
