|
1
|
Oak Root LLC
Santa Barbara,
California
|
193 Mio. $
|
-11,3 Mio. $
|
-172.150
|
-6 %
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
68,3 Mio. $
|
-2,21 Mio. $
|
-33.627
|
-3 %
|
|
|
3
|
Simplicity Wealth
Summit,
New Jersey
|
50,9 Mio. $
|
+24,8 Mio. $
|
+378.662
|
+112 %
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
37,1 Mio. $
|
+4,3 Mio. $
|
+65.603
|
+14 %
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
34,1 Mio. $
|
+2,34 Mio. $
|
+35.717
|
+8 %
|
|
|
6
|
Ridgeline Wealth
Mesa,
Arizona
|
29,2 Mio. $
|
+27 Mio. $
|
+411.475
|
Neu
|
|
|
7
|
|
28,6 Mio. $
|
+26,4 Mio. $
|
+402.927
|
Neu
|
|
|
8
|
Cypress Point Wealth Management
Dallas,
Texas
|
26,4 Mio. $
|
-5,69 Mio. $
|
-86.772
|
-19 %
|
|
|
9
|
LPL Financial
San Diego,
California
|
21,9 Mio. $
|
+7,18 Mio. $
|
+109.399
|
+55 %
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
19,9 Mio. $
|
+18,3 Mio. $
|
+279.647
|
Neu
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
16,3 Mio. $
|
+5,57 Mio. $
|
+84.946
|
+59 %
|
|
|
12
|
FAS Wealth Partners
Leawood,
Kansas
|
15,1 Mio. $
|
+86.220 $
|
+1.314
|
+0,6 %
|
|
|
13
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
13,3 Mio. $
|
+12,3 Mio. $
|
+187.766
|
Neu
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
10,5 Mio. $
|
-42,7 Mio. $
|
-650.508
|
-81 %
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
9,43 Mio. $
|
+592.648 $
|
+9.032
|
+7 %
|
|
|
16
|
Arcadia Investment Advisors
Eagle,
Idaho
|
9,29 Mio. $
|
+529.460 $
|
+8.069
|
+7 %
|
|
|
17
|
Dogwood Wealth Management
Lenexa,
Kansas
|
8,56 Mio. $
|
-870.797 $
|
-13.271
|
-10 %
|
|
|
18
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
8,37 Mio. $
|
+4,52 Mio. $
|
+68.816
|
+141 %
|
|
|
19
|
Prosperity Planning
Kansas City,
Missouri
|
7,89 Mio. $
|
+1,23 Mio. $
|
+18.671
|
+20 %
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
5,9 Mio. $
|
+192.584 $
|
+2.935
|
+4 %
|
|
|
21
|
Haven Private
Orlando,
Florida
|
5,85 Mio. $
|
-5,38 Mio. $
|
-82.030
|
-50 %
|
|
|
22
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
5,81 Mio. $
|
+5,36 Mio. $
|
+81.735
|
Neu
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
5,1 Mio. $
|
+3,61 Mio. $
|
+54.947
|
+325 %
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
4,41 Mio. $
|
+1,95 Mio. $
|
+29.665
|
+91 %
|
|
|
25
|
|
4,11 Mio. $
|
+506.297 $
|
+7.716
|
+15 %
|
|
