|
1
|
Oak Root LLC
Santa Barbara,
California
|
181 Mio. $
|
-29,6 Mio. $
|
-342.732
|
-15 %
|
|
|
2
|
Hills Bank & Trust
North Liberty,
Iowa
|
101 Mio. $
|
-5,43 Mio. $
|
-62.841
|
-5 %
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
75,7 Mio. $
|
+8,36 Mio. $
|
+96.843
|
+13 %
|
|
|
4
|
Pacific Life Fund Advisors
Newport Beach,
California
|
66,5 Mio. $
|
-5,24 Mio. $
|
-60.660
|
-8 %
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
63,6 Mio. $
|
+6,68 Mio. $
|
+77.317
|
+12 %
|
|
|
6
|
Grimes & Company
Westborough,
Massachusetts
|
44,4 Mio. $
|
+4,27 Mio. $
|
+49.480
|
+11 %
|
|
|
7
|
Cypress Point Wealth Management
Dallas,
Texas
|
43,4 Mio. $
|
-1,25 Mio. $
|
-14.506
|
-3 %
|
|
|
8
|
Park Avenue Securities
New York
|
43,2 Mio. $
|
+4,77 Mio. $
|
+55.291
|
+13 %
|
|
|
9
|
Ridgeline Wealth
Mesa,
Arizona
|
40,5 Mio. $
|
+92.307 $
|
+1.069
|
+0,2 %
|
|
|
10
|
LPL Financial
San Diego,
California
|
38 Mio. $
|
-2,03 Mio. $
|
-23.530
|
-5 %
|
|
|
11
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
37,3 Mio. $
|
+16,9 Mio. $
|
+195.723
|
+89 %
|
|
|
12
|
Simplicity Wealth
Summit,
New Jersey
|
34,2 Mio. $
|
+772.391 $
|
+8.945
|
+2 %
|
|
|
13
|
Well Done LLC
Holland,
Michigan
|
32,7 Mio. $
|
+2,09 Mio. $
|
+24.237
|
+7 %
|
|
|
14
|
|
32 Mio. $
|
-279.166 $
|
-3.233
|
-0,9 %
|
|
|
15
|
Allworth Financial
Folsom,
California
|
29,1 Mio. $
|
+6,05 Mio. $
|
+70.116
|
+28 %
|
|
|
16
|
Networth Advisors
Canonsburg,
Pennsylvania
|
23,3 Mio. $
|
+1,44 Mio. $
|
+16.689
|
+7 %
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
21,9 Mio. $
|
+19,4 Mio. $
|
+224.156
|
+1.158 %
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
20,7 Mio. $
|
+320.613 $
|
+3.713
|
+2 %
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
20,6 Mio. $
|
+416.979 $
|
+4.829
|
+2 %
|
|
|
20
|
American Century Companies
Kansas City,
Missouri
|
19,6 Mio. $
|
+18,9 Mio. $
|
+218.405
|
Neu
|
|
|
21
|
Holistic Planning
Nacogdoches,
Texas
|
19,5 Mio. $
|
+10,9 Mio. $
|
+125.658
|
+138 %
|
|
|
22
|
Financial Insights
Tacoma,
Washington
|
18,6 Mio. $
|
+17,8 Mio. $
|
+206.355
|
Neu
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
16,2 Mio. $
|
+2,56 Mio. $
|
+29.646
|
+20 %
|
|
|
24
|
Cresset Asset Management
Chicago,
Illinois
|
15,7 Mio. $
|
+2,9 Mio. $
|
+33.562
|
+24 %
|
|
|
25
|
Buttonwood Financial Group
Kansas City,
Missouri
|
15,3 Mio. $
|
-544.862 $
|
-6.310
|
-4 %
|
|
