|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$350M
|
+$19.5M
|
+429,421
|
+7%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$343M
|
+$20.7M
|
+457,910
|
+7%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$131M
|
+$116M
|
+2,561,374
|
+38,868%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$22.6M
|
+$729K
|
+16,094
|
+4%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$11.4M
|
+$254K
|
+5,613
|
+3%
|
|
|
6
|
American Century Companies
Kansas City,
Missouri
|
$10.7M
|
-$2.03M
|
-44,853
|
-18%
|
|
|
7
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$9.68M
|
-$661K
|
-14,598
|
-7%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.85M
|
+$557K
|
+12,294
|
+8%
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$8.76M
|
+$7.77M
|
+171,477
|
New
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$8.54M
|
+$1.09M
|
+24,134
|
+17%
|
|
|
11
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$7.97M
|
+$4.02M
|
+88,700
|
New
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.46M
|
+$1.83M
|
+40,365
|
+38%
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$7.22M
|
-$19.8K
|
-436
|
-0.3%
|
|
|
14
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.69M
|
+$275K
|
+6,068
|
+6%
|
|
|
15
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.27M
|
-$84.5K
|
-1,865
|
-2%
|
|
|
16
|
|
$5.15M
|
+$4.5M
|
+99,312
|
+6,176%
|
|
|
17
|
B&D White Capital Company
Lakeway,
Texas
|
$4.55M
|
+$4.04M
|
+89,114
|
New
|
|
|
18
|
Park Avenue Securities
New York
|
$4.2M
|
+$338K
|
+7,451
|
+10%
|
|
|
19
|
CAP Partners LLC
Franklin,
Tennessee
|
$3.77M
|
+$3.35M
|
+73,903
|
New
|
|
|
20
|
Passive Capital Management
Baltimore,
Maryland
|
$3.19M
|
+$2.83M
|
+62,500
|
New
|
|
|
21
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.15M
|
+$2.79M
|
+61,641
|
New
|
|
|
22
|
|
$3.01M
|
+$2.67M
|
+59,000
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.67M
|
+$1.99M
|
+43,826
|
+514%
|
|
|
24
|
AlphaQ Advisors
Winter Park,
Florida
|
$2.17M
|
+$1.93M
|
+42,577
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.97M
|
+$572K
|
+12,637
|
+49%
|
|
