|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$709M
|
+$53.7M
|
+1,111,778
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$649M
|
+$53.9M
|
+1,116,642
|
+10%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$181M
|
+$4.66M
|
+96,503
|
+3%
|
|
|
4
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$75.5M
|
+$6.7M
|
+138,856
|
+20%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.5M
|
+$4.42M
|
+91,517
|
+9%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$31.8M
|
+$21.8M
|
+450,876
|
+271%
|
|
|
7
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$28.9M
|
+$266K
|
+5,508
|
+1%
|
|
|
8
|
PrairieView Partners
St. Paul,
Minnesota
|
$24.1M
|
+$3.75M
|
+77,722
|
+20%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$24M
|
+$4.38M
|
+90,738
|
+24%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$23.7M
|
+$1.77M
|
+36,611
|
+9%
|
|
|
11
|
Simplicity Wealth
Summit,
New Jersey
|
$21.7M
|
+$10.7M
|
+222,301
|
+112%
|
|
|
12
|
American Century Companies
Kansas City,
Missouri
|
$18M
|
+$1.23M
|
+25,429
|
+8%
|
|
|
13
|
Berger Financial Group
Plymouth,
Minnesota
|
$13.8M
|
+$497K
|
+10,302
|
+4%
|
|
|
14
|
West Paces Advisors
Atlanta,
Georgia
|
$13.5M
|
+$1.63M
|
+33,796
|
+15%
|
|
|
15
|
FAS Wealth Partners
Leawood,
Kansas
|
$12.9M
|
+$341K
|
+7,070
|
+3%
|
|
|
16
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$12.7M
|
+$584K
|
+12,096
|
+9%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$12.3M
|
-$2.19M
|
-45,341
|
-19%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$10M
|
+$1.41M
|
+29,213
|
+18%
|
|
|
19
|
Park Avenue Securities
New York
|
$10M
|
+$9.38M
|
+194,290
|
New
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$9.38M
|
+$516K
|
+10,691
|
+6%
|
|
|
21
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$9.13M
|
-$19.7M
|
-407,599
|
-70%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.11M
|
-$753K
|
-15,602
|
-8%
|
|
|
23
|
|
$7.98M
|
-$17.4M
|
-360,531
|
-70%
|
|
|
24
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.45M
|
+$195K
|
+4,036
|
+3%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$6.35M
|
+$1.08M
|
+22,347
|
+22%
|
|
