|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$646M
|
+$70.3M
|
+1,331,635
|
+13%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$180M
|
+$590K
|
+11,177
|
+0.3%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.7M
|
+$3.96M
|
+75,117
|
+10%
|
|
|
4
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$29.2M
|
+$1.84M
|
+34,776
|
+7%
|
|
|
5
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$29M
|
+$1.66M
|
+31,515
|
+6%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$16M
|
+$15.7M
|
+297,066
|
New
|
|
|
7
|
American Century Companies
Kansas City,
Missouri
|
$15.3M
|
+$1.46M
|
+27,641
|
+11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15M
|
+$861K
|
+16,317
|
+6%
|
|
|
9
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$14.4M
|
+$8.87M
|
+168,005
|
+169%
|
|
|
10
|
West Paces Advisors
Atlanta,
Georgia
|
$13.7M
|
+$324K
|
+6,137
|
+2%
|
|
|
11
|
FAS Wealth Partners
Leawood,
Kansas
|
$13.1M
|
+$288K
|
+5,459
|
+2%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$12.2M
|
+$1.74M
|
+33,053
|
+17%
|
|
|
13
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$10.8M
|
+$351K
|
+6,657
|
+6%
|
|
|
14
|
Berger Financial Group
Plymouth,
Minnesota
|
$10.8M
|
+$10.5M
|
+199,739
|
New
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10M
|
+$194K
|
+3,671
|
+2%
|
|
|
16
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$10M
|
+$31.5K
|
+597
|
+0.3%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.52M
|
+$9.3M
|
+176,230
|
New
|
|
|
18
|
Aveo Capital Partners
Englewood,
Colorado
|
$9M
|
+$476K
|
+9,017
|
+6%
|
|
|
19
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.68M
|
+$1.69M
|
+32,020
|
+25%
|
|
|
20
|
Simplicity Wealth
Summit,
New Jersey
|
$8.16M
|
+$7.11M
|
+134,770
|
+823%
|
|
|
21
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$7.99M
|
+$2.23M
|
+42,182
|
+40%
|
|
|
22
|
Park Avenue Securities
New York
|
$6.83M
|
+$739K
|
+13,995
|
+12%
|
|
|
23
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.8M
|
-$50.1K
|
-949
|
-0.7%
|
|
|
24
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.26M
|
+$67.4K
|
+1,277
|
+1%
|
|
|
25
|
CAP Partners LLC
Franklin,
Tennessee
|
$4.67M
|
+$181K
|
+3,433
|
+4%
|
|
