|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$285M
|
+$121M
|
+2,608,089
|
+68%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$277M
|
+$119M
|
+2,559,207
|
+69%
|
|
|
3
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$18.9M
|
-$477K
|
-10,251
|
-2%
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$11.2M
|
+$2.34M
|
+50,355
|
+25%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$9.6M
|
+$10.1M
|
+216,959
|
New
|
|
|
6
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$9.04M
|
+$1.21M
|
+25,989
|
+15%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.13M
|
+$995K
|
+21,377
|
+15%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$6.34M
|
+$814K
|
+17,482
|
+14%
|
|
|
9
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.28M
|
-$29.9K
|
-643
|
-0.5%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.33M
|
+$288K
|
+6,193
|
+5%
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.85M
|
+$1.02M
|
+21,915
|
+25%
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
$4.68M
|
-$25.1K
|
-538
|
-0.5%
|
|
|
13
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.65M
|
-$679K
|
-14,589
|
-12%
|
|
|
14
|
Park Avenue Securities
New York
|
$3.31M
|
+$797K
|
+17,108
|
+30%
|
|
|
15
|
ML&R Wealth Management
Austin,
Texas
|
$1.55M
|
+$31.2K
|
+670
|
+2%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$1.32M
|
+$558K
|
+11,979
|
+68%
|
|
|
17
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.3M
|
–
|
–
|
–
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.19M
|
+$22.6K
|
+486
|
+2%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$1.15M
|
+$386K
|
+8,291
|
+47%
|
|
|
20
|
LexAurum Advisors
Overland Park,
Kansas
|
$930K
|
+$38.9K
|
+835
|
+4%
|
|
|
21
|
Atlas Wealth
Cincinnati,
Ohio
|
$920K
|
–
|
–
|
–
|
|
|
22
|
Tillman Hartley LLC
Denver,
Colorado
|
$908K
|
–
|
–
|
–
|
|
|
23
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$888K
|
-$85.6K
|
-1,838
|
-8%
|
|
|
24
|
Cypress Point Wealth Management
Dallas,
Texas
|
$877K
|
+$680K
|
+14,607
|
+280%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$736K
|
+$49.1K
|
+1,055
|
+7%
|
|
