|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$531M
|
+$54.7M
|
+1,086,543
|
+11%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$166M
|
+$2.67M
|
+53,052
|
+2%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.6M
|
+$4M
|
+79,488
|
+12%
|
|
|
4
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$25.2M
|
+$2.6M
|
+51,637
|
+11%
|
|
|
5
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$25.2M
|
+$2.19M
|
+43,494
|
+9%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.1M
|
+$1.41M
|
+28,115
|
+12%
|
|
|
7
|
American Century Companies
Kansas City,
Missouri
|
$12.8M
|
+$1.19M
|
+23,602
|
+10%
|
|
|
8
|
West Paces Advisors
Atlanta,
Georgia
|
$12.3M
|
+$12.3M
|
+243,839
|
+8,128%
|
|
|
9
|
FAS Wealth Partners
Leawood,
Kansas
|
$11.8M
|
+$360K
|
+7,165
|
+3%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$9.6M
|
+$9.33M
|
+185,432
|
+2,668%
|
|
|
11
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$9.5M
|
+$447K
|
+8,894
|
+9%
|
|
|
12
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$9.24M
|
-$547K
|
-10,882
|
-6%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.08M
|
+$237K
|
+4,704
|
+3%
|
|
|
14
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.87M
|
+$525K
|
+10,445
|
+7%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.42M
|
+$314K
|
+6,234
|
+5%
|
|
|
16
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.33M
|
-$582K
|
-11,570
|
-8%
|
|
|
17
|
Park Avenue Securities
New York
|
$5.61M
|
+$970K
|
+19,291
|
+21%
|
|
|
18
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$5.28M
|
+$332K
|
+6,600
|
+7%
|
|
|
19
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$4.95M
|
+$4.99M
|
+99,185
|
New
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$4.79M
|
+$138K
|
+2,743
|
+3%
|
|
|
21
|
CAP Partners LLC
Franklin,
Tennessee
|
$4.14M
|
+$385K
|
+7,661
|
+10%
|
|
|
22
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.64M
|
+$243K
|
+4,836
|
+7%
|
|
|
23
|
Passive Capital Management
Baltimore,
Maryland
|
$3.12M
|
–
|
–
|
–
|
|
|
24
|
|
$3.09M
|
-$2.15M
|
-42,775
|
-41%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$2.75M
|
-$458K
|
-9,108
|
-14%
|
|
