|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$611M
|
+$60.4M
|
+1,142,959
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$555M
|
-$44.7M
|
-846,689
|
-7%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$165M
|
+$3.04M
|
+57,483
|
+2%
|
|
|
4
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$60.1M
|
+$8.4M
|
+159,000
|
+30%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46.7M
|
+$6.54M
|
+123,758
|
+15%
|
|
|
6
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$28.3M
|
+$993K
|
+18,798
|
+3%
|
|
|
7
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$26.9M
|
-$450K
|
-8,526
|
-2%
|
|
|
8
|
|
$24.9M
|
+$6.27M
|
+118,683
|
+30%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$20.4M
|
+$4.92M
|
+93,164
|
+28%
|
|
|
10
|
PrairieView Partners
St. Paul,
Minnesota
|
$18.9M
|
-$1.88M
|
-35,676
|
-8%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$18.2M
|
+$3.05M
|
+57,675
|
+18%
|
|
|
12
|
American Century Companies
Kansas City,
Missouri
|
$15.7M
|
+$1.04M
|
+19,783
|
+7%
|
|
|
13
|
Berger Financial Group
Plymouth,
Minnesota
|
$12.5M
|
+$1.99M
|
+37,646
|
+17%
|
|
|
14
|
FAS Wealth Partners
Leawood,
Kansas
|
$11.8M
|
+$505K
|
+9,570
|
+4%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$11.8M
|
-$23.2K
|
-439
|
-0.2%
|
|
|
16
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$11.1M
|
+$488K
|
+9,236
|
+8%
|
|
|
17
|
West Paces Advisors
Atlanta,
Georgia
|
$11.1M
|
-$204K
|
-3,858
|
-2%
|
|
|
18
|
Simplicity Wealth
Summit,
New Jersey
|
$9.62M
|
+$10.5M
|
+198,727
|
New
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.31M
|
-$84.9K
|
-1,607
|
-0.8%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.28M
|
+$252K
|
+4,769
|
+3%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$8.04M
|
+$6.65M
|
+126,010
|
+314%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$8M
|
+$12.6K
|
+239
|
+0.1%
|
|
|
23
|
B&D White Capital Company
Lakeway,
Texas
|
$7.95M
|
+$4.72M
|
+89,373
|
+119%
|
|
|
24
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.74M
|
+$1.81M
|
+34,347
|
+26%
|
|
|
25
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$5.97M
|
-$2.38M
|
-45,149
|
-27%
|
|
