|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$500M
|
+$134M
|
+2,680,340
|
+39%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$171M
|
+$35.2M
|
+704,494
|
+27%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.2M
|
+$31.7M
|
+634,228
|
+3,207%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$24.2M
|
+$978K
|
+19,552
|
+4%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$23.8M
|
+$14.1M
|
+282,197
|
+165%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$12.3M
|
+$9.09M
|
+181,736
|
+347%
|
|
|
7
|
American Century Companies
Kansas City,
Missouri
|
$12.2M
|
+$1.17M
|
+23,390
|
+11%
|
|
|
8
|
FAS Wealth Partners
Leawood,
Kansas
|
$12.1M
|
+$379K
|
+7,589
|
+3%
|
|
|
9
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$10.3M
|
+$316K
|
+6,320
|
+3%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.28M
|
+$193K
|
+3,865
|
+2%
|
|
|
11
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$9.11M
|
+$425K
|
+8,498
|
+10%
|
|
|
12
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.41M
|
+$54.9K
|
+1,098
|
+0.8%
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$7.25M
|
-$149K
|
-2,984
|
-2%
|
|
|
14
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.41M
|
+$341K
|
+6,817
|
+6%
|
|
|
15
|
|
$5.48M
|
+$185K
|
+3,701
|
+4%
|
|
|
16
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$5.19M
|
+$3.64M
|
+72,851
|
+277%
|
|
|
17
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.89M
|
-$496K
|
-9,921
|
-10%
|
|
|
18
|
Park Avenue Securities
New York
|
$4.87M
|
+$538K
|
+10,759
|
+13%
|
|
|
19
|
CAP Partners LLC
Franklin,
Tennessee
|
$3.94M
|
+$68.7K
|
+1,373
|
+2%
|
|
|
20
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.57M
|
+$323K
|
+6,451
|
+10%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$3.37M
|
+$1.29M
|
+25,709
|
+67%
|
|
|
22
|
AlphaQ Advisors
Winter Park,
Florida
|
$3.29M
|
+$1.02M
|
+20,307
|
+48%
|
|
|
23
|
Passive Capital Management
Baltimore,
Maryland
|
$3.27M
|
–
|
–
|
–
|
|
|
24
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.1M
|
+$514K
|
+10,286
|
+32%
|
|
|
25
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.01M
|
+$499K
|
+9,976
|
+35%
|
|
