|
1
|
Oak Root LLC
Santa Barbara,
California
|
205 Mio. $
|
-3,51 Mio. $
|
-47.645
|
-2 %
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
66,8 Mio. $
|
-6,53 Mio. $
|
-88.479
|
-9 %
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
45,9 Mio. $
|
+5,78 Mio. $
|
+78.356
|
+15 %
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
40,6 Mio. $
|
+3,79 Mio. $
|
+51.340
|
+11 %
|
|
|
5
|
Buttonwood Financial Group
Kansas City,
Missouri
|
33,4 Mio. $
|
+32,1 Mio. $
|
+435.058
|
Neu
|
|
|
6
|
Ridgeline Wealth
Mesa,
Arizona
|
32,7 Mio. $
|
+1,2 Mio. $
|
+16.286
|
+4 %
|
|
|
7
|
Cypress Point Wealth Management
Dallas,
Texas
|
32 Mio. $
|
+3,5 Mio. $
|
+47.427
|
+13 %
|
|
|
8
|
Simplicity Wealth
Summit,
New Jersey
|
27,3 Mio. $
|
-26,6 Mio. $
|
-360.966
|
-50 %
|
|
|
9
|
Park Avenue Securities
New York
|
26,7 Mio. $
|
+25,7 Mio. $
|
+348.548
|
Neu
|
|
|
10
|
LPL Financial
San Diego,
California
|
25,5 Mio. $
|
+1,88 Mio. $
|
+25.453
|
+8 %
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
25 Mio. $
|
+7,25 Mio. $
|
+98.298
|
+43 %
|
|
|
12
|
|
24,6 Mio. $
|
-6,02 Mio. $
|
-81.561
|
-20 %
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
18,1 Mio. $
|
-3,18 Mio. $
|
-43.147
|
-15 %
|
|
|
14
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
17,1 Mio. $
|
+2,63 Mio. $
|
+35.644
|
+19 %
|
|
|
15
|
FAS Wealth Partners
Leawood,
Kansas
|
16,4 Mio. $
|
+78.192 $
|
+1.060
|
+0,5 %
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
10,3 Mio. $
|
+125.993 $
|
+1.708
|
+1 %
|
|
|
17
|
Arcadia Investment Advisors
Eagle,
Idaho
|
10,2 Mio. $
|
+181.244 $
|
+2.457
|
+2 %
|
|
|
18
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
9,5 Mio. $
|
+477.637 $
|
+6.475
|
+5 %
|
|
|
19
|
Prosperity Planning
Kansas City,
Missouri
|
9,46 Mio. $
|
+928.128 $
|
+12.582
|
+11 %
|
|
|
20
|
Dogwood Wealth Management
Lenexa,
Kansas
|
9,27 Mio. $
|
+110.428 $
|
+1.497
|
+1 %
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
8,09 Mio. $
|
-3,11 Mio. $
|
-42.142
|
-28 %
|
|
|
22
|
Cresset Asset Management
Chicago,
Illinois
|
7,85 Mio. $
|
+2,26 Mio. $
|
+30.681
|
+43 %
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
6,89 Mio. $
|
+2,06 Mio. $
|
+27.974
|
+45 %
|
|
|
24
|
Haven Private
Orlando,
Florida
|
6,84 Mio. $
|
+525.732 $
|
+7.127
|
+9 %
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
6,61 Mio. $
|
+249.404 $
|
+3.381
|
+4 %
|
|
