|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.46億
|
+$7028万
|
+1,331,635
|
+13%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$1.8億
|
+$59万
|
+11,177
|
+0.3%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4368万
|
+$396万
|
+75,117
|
+10%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2917万
|
+$184万
|
+34,776
|
+7%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2900万
|
+$166万
|
+31,515
|
+6%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$1605万
|
+$1568万
|
+297,066
|
新規
|
|
|
7
|
American Century Companies
Kansas City,
Missouri
|
$1533万
|
+$146万
|
+27,641
|
+11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1505万
|
+$86.1万
|
+16,317
|
+6%
|
|
|
9
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$1443万
|
+$887万
|
+168,005
|
+169%
|
|
|
10
|
West Paces Advisors
Atlanta,
Georgia
|
$1367万
|
+$32.4万
|
+6,137
|
+2%
|
|
|
11
|
FAS Wealth Partners
Leawood,
Kansas
|
$1312万
|
+$28.8万
|
+5,459
|
+2%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$1218万
|
+$174万
|
+33,053
|
+17%
|
|
|
13
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$1082万
|
+$35.1万
|
+6,657
|
+6%
|
|
|
14
|
Berger Financial Group
Plymouth,
Minnesota
|
$1079万
|
+$1054万
|
+199,739
|
新規
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1003万
|
+$19.4万
|
+3,671
|
+2%
|
|
|
16
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$1003万
|
+$3.15万
|
+597
|
+0.3%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$952万
|
+$930万
|
+176,230
|
新規
|
|
|
18
|
Aveo Capital Partners
Englewood,
Colorado
|
$900万
|
+$47.6万
|
+9,017
|
+6%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$868万
|
+$169万
|
+32,020
|
+25%
|
|
|
20
|
Simplicity Wealth
Summit,
New Jersey
|
$816万
|
+$711万
|
+134,770
|
+823%
|
|
|
21
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$799万
|
+$223万
|
+42,182
|
+40%
|
|
|
22
|
Park Avenue Securities
New York
|
$683万
|
+$73.9万
|
+13,995
|
+12%
|
|
|
23
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$680万
|
-$5.01万
|
-949
|
-0.7%
|
|
|
24
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$526万
|
+$6.74万
|
+1,277
|
+1%
|
|
|
25
|
CAP Partners LLC
Franklin,
Tennessee
|
$467万
|
+$18.1万
|
+3,433
|
+4%
|
|
