|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$175M
|
+$156M
|
+3,578,277
|
+1,441%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$169M
|
+$161M
|
+3,696,616
|
New
|
|
|
3
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$19.9M
|
+$1.6M
|
+36,741
|
+9%
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$9.29M
|
+$1.67M
|
+38,499
|
+23%
|
|
|
5
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$8.13M
|
+$348K
|
+8,011
|
+5%
|
|
|
6
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.5M
|
+$196K
|
+4,518
|
+3%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.38M
|
+$6.08M
|
+139,731
|
New
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$5.73M
|
+$427K
|
+9,829
|
+8%
|
|
|
9
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.46M
|
+$436K
|
+10,022
|
+9%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.21M
|
-$638K
|
-14,663
|
-11%
|
|
|
11
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.85M
|
+$4.62M
|
+106,217
|
New
|
|
|
12
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4M
|
+$1.36M
|
+31,196
|
+55%
|
|
|
13
|
Park Avenue Securities
New York
|
$2.63M
|
+$496K
|
+11,402
|
+25%
|
|
|
14
|
ML&R Wealth Management
Austin,
Texas
|
$1.57M
|
+$129K
|
+2,966
|
+9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.37M
|
+$1.31M
|
+30,058
|
New
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.34M
|
–
|
–
|
–
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$1.2M
|
+$14.1K
|
+325
|
+1%
|
|
|
18
|
Atlas Wealth
Cincinnati,
Ohio
|
$1M
|
-$38.7K
|
-890
|
-4%
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1,000K
|
-$201K
|
-4,619
|
-17%
|
|
|
20
|
Tillman Hartley LLC
Denver,
Colorado
|
$936K
|
–
|
–
|
–
|
|
|
21
|
LexAurum Advisors
Overland Park,
Kansas
|
$920K
|
+$115K
|
+2,655
|
+15%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$809K
|
+$250K
|
+5,757
|
+48%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$804K
|
+$767K
|
+17,625
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$744K
|
-$119K
|
-2,739
|
-14%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$711K
|
+$677K
|
+15,573
|
New
|
|
