|
1
|
True North Advisors
Dallas,
Texas
|
$29.4M
|
+$30.2M
|
+406,015
|
+13,422%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$18.2M
|
+$4.21M
|
+56,548
|
+29%
|
|
|
3
|
Freedom Investment Management
Hartford,
Connecticut
|
$14.7M
|
-$1.62M
|
-21,809
|
-10%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.5M
|
+$1.33M
|
+17,801
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$272K
|
+3,659
|
+2%
|
|
|
6
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$8.6M
|
+$8.91M
|
+119,677
|
New
|
|
|
7
|
Park Avenue Securities
New York
|
$6.78M
|
+$711K
|
+9,548
|
+11%
|
|
|
8
|
Simplicity Wealth
Summit,
New Jersey
|
$6.15M
|
-$76.8K
|
-1,032
|
-1%
|
|
|
9
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$5.66M
|
+$710K
|
+9,537
|
+14%
|
|
|
10
|
Nvest Wealth Strategies
Powell,
Ohio
|
$4.03M
|
+$4.18M
|
+56,116
|
New
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.86M
|
-$15.7K
|
-211
|
-0.4%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.57M
|
+$945K
|
+12,689
|
+34%
|
|
|
13
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.55M
|
-$8.49K
|
-114
|
-0.2%
|
|
|
14
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$3.33M
|
+$3.23M
|
+43,374
|
New
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$2.56M
|
-$1.09M
|
-14,640
|
-29%
|
|
|
16
|
|
$2.3M
|
+$2.38M
|
+31,956
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.97M
|
+$1.72M
|
+23,078
|
+531%
|
|
|
18
|
LAM Group
Lake Oswego,
Oregon
|
$1.5M
|
+$441K
|
+5,925
|
+40%
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$1.35M
|
+$48.4K
|
+650
|
+4%
|
|
|
20
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.24M
|
+$99.2K
|
+1,333
|
+9%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$1.24M
|
+$1.28M
|
+17,198
|
New
|
|
|
22
|
Endeavor Private Wealth
Topeka,
Kansas
|
$1.13M
|
+$57.6K
|
+773
|
+5%
|
|
|
23
|
Dixon Fnancial Services
Lafayette,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
24
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.01M
|
+$123K
|
+1,648
|
+13%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$998K
|
+$110K
|
+1,477
|
+12%
|
|
