|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$807M
|
+$18.8M
|
+341,562
|
+2%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$201M
|
-$215K
|
-3,890
|
-0.1%
|
|
|
3
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$90.1M
|
+$4.27M
|
+77,486
|
+9%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$63.4M
|
+$2.83M
|
+51,269
|
+5%
|
|
|
5
|
Cambridge Associates
Boston,
Massachusetts
|
$48M
|
+$43.2M
|
+782,514
|
+1,420%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.6M
|
-$659M
|
-11,951,859
|
-95%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$35.1M
|
-$220K
|
-3,995
|
-0.6%
|
|
|
8
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$33.9M
|
+$1.74M
|
+31,488
|
+6%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$31.7M
|
+$4.83M
|
+87,605
|
+19%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$27.4M
|
+$26.4M
|
+479,178
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$26.2M
|
-$68.5K
|
-1,242
|
-0.3%
|
|
|
12
|
American Century Companies
Kansas City,
Missouri
|
$21.5M
|
+$1.42M
|
+25,808
|
+7%
|
|
|
13
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$21.3M
|
+$20.5M
|
+371,434
|
New
|
|
|
14
|
Berger Financial Group
Plymouth,
Minnesota
|
$15.5M
|
+$114K
|
+2,065
|
+0.8%
|
|
|
15
|
West Paces Advisors
Atlanta,
Georgia
|
$14.9M
|
-$59.9K
|
-1,086
|
-0.4%
|
|
|
16
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$14.9M
|
+$573K
|
+10,384
|
+7%
|
|
|
17
|
FAS Wealth Partners
Leawood,
Kansas
|
$14.5M
|
+$106K
|
+1,918
|
+0.8%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$13.9M
|
+$320K
|
+5,792
|
+3%
|
|
|
19
|
Park Avenue Securities
New York
|
$12.3M
|
+$1.15M
|
+20,878
|
+11%
|
|
|
20
|
Simplicity Wealth
Summit,
New Jersey
|
$11.9M
|
-$11.7M
|
-212,910
|
-51%
|
|
|
21
|
|
$11.7M
|
+$2.76M
|
+50,070
|
+32%
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.5M
|
+$127K
|
+2,308
|
+1%
|
|
|
23
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$10.2M
|
+$61K
|
+1,105
|
+0.6%
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$10M
|
-$1.06M
|
-19,291
|
-10%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.82M
|
+$9.46M
|
+171,483
|
+489,951%
|
|
