|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$670M
|
+$20M
|
+358,936
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$624M
|
+$641M
|
+11,484,250
|
New
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$183M
|
+$1.38M
|
+24,750
|
+0.7%
|
|
|
4
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$51.2M
|
+$29.6M
|
+529,923
|
New
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$45.7M
|
+$1.82M
|
+32,531
|
+4%
|
|
|
6
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$30.8M
|
+$1.62M
|
+29,061
|
+5%
|
|
|
7
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$30.7M
|
+$1.34M
|
+24,005
|
+4%
|
|
|
8
|
PrairieView Partners
St. Paul,
Minnesota
|
$23.2M
|
+$19.2M
|
+344,238
|
+420%
|
|
|
9
|
|
$21.6M
|
+$22M
|
+393,989
|
+14,740%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$17.9M
|
+$2.82M
|
+50,519
|
+18%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$17.3M
|
+$1.15M
|
+20,643
|
+7%
|
|
|
12
|
American Century Companies
Kansas City,
Missouri
|
$16.5M
|
+$1.14M
|
+20,428
|
+7%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$13.2M
|
+$1M
|
+17,950
|
+8%
|
|
|
14
|
FAS Wealth Partners
Leawood,
Kansas
|
$12.7M
|
-$482K
|
-8,639
|
-4%
|
|
|
15
|
West Paces Advisors
Atlanta,
Georgia
|
$12.6M
|
-$1.16M
|
-20,755
|
-8%
|
|
|
16
|
Berger Financial Group
Plymouth,
Minnesota
|
$12M
|
+$1.15M
|
+20,588
|
+10%
|
|
|
17
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$11.4M
|
+$304K
|
+5,436
|
+5%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.5M
|
+$460K
|
+8,232
|
+4%
|
|
|
19
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$9.16M
|
+$1.15M
|
+20,530
|
+14%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$9.04M
|
+$318K
|
+5,688
|
+4%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$8.98M
|
-$620K
|
-11,104
|
-6%
|
|
|
22
|
Park Avenue Securities
New York
|
$8.44M
|
+$1.61M
|
+28,847
|
+23%
|
|
|
23
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$8.01M
|
-$6.69M
|
-119,786
|
-45%
|
|
|
24
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.08M
|
-$2.03M
|
-36,413
|
-22%
|
|
|
25
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.76M
|
-$88.1K
|
-1,578
|
-1%
|
|
