|
1
|
Oak Root LLC
Santa Barbara,
California
|
US$ 181 mi
|
-US$ 29,6 mi
|
-342.732
|
-15%
|
|
|
2
|
Hills Bank & Trust
North Liberty,
Iowa
|
US$ 101 mi
|
-US$ 5,43 mi
|
-62.841
|
-5%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$ 75,7 mi
|
+US$ 8,36 mi
|
+96.843
|
+13%
|
|
|
4
|
Pacific Life Fund Advisors
Newport Beach,
California
|
US$ 66,5 mi
|
-US$ 5,24 mi
|
-60.660
|
-8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 63,6 mi
|
+US$ 6,68 mi
|
+77.317
|
+12%
|
|
|
6
|
Grimes & Company
Westborough,
Massachusetts
|
US$ 44,4 mi
|
+US$ 4,27 mi
|
+49.480
|
+11%
|
|
|
7
|
Cypress Point Wealth Management
Dallas,
Texas
|
US$ 43,4 mi
|
-US$ 1,25 mi
|
-14.506
|
-3%
|
|
|
8
|
Park Avenue Securities
New York
|
US$ 43,2 mi
|
+US$ 4,77 mi
|
+55.291
|
+13%
|
|
|
9
|
Ridgeline Wealth
Mesa,
Arizona
|
US$ 40,5 mi
|
+US$ 92,3 mil
|
+1.069
|
+0,2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
US$ 38 mi
|
-US$ 2,03 mi
|
-23.530
|
-5%
|
|
|
11
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
US$ 37,3 mi
|
+US$ 16,9 mi
|
+195.723
|
+89%
|
|
|
12
|
Simplicity Wealth
Summit,
New Jersey
|
US$ 34,2 mi
|
+US$ 772 mil
|
+8.945
|
+2%
|
|
|
13
|
Well Done LLC
Holland,
Michigan
|
US$ 32,7 mi
|
+US$ 2,09 mi
|
+24.237
|
+7%
|
|
|
14
|
|
US$ 32 mi
|
-US$ 279 mil
|
-3.233
|
-0,9%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
US$ 29,1 mi
|
+US$ 6,05 mi
|
+70.116
|
+28%
|
|
|
16
|
Networth Advisors
Canonsburg,
Pennsylvania
|
US$ 23,3 mi
|
+US$ 1,44 mi
|
+16.689
|
+7%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
US$ 21,9 mi
|
+US$ 19,4 mi
|
+224.156
|
+1.158%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$ 20,7 mi
|
+US$ 321 mil
|
+3.713
|
+2%
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
US$ 20,6 mi
|
+US$ 417 mil
|
+4.829
|
+2%
|
|
|
20
|
American Century Companies
Kansas City,
Missouri
|
US$ 19,6 mi
|
+US$ 18,9 mi
|
+218.405
|
Nova
|
|
|
21
|
Holistic Planning
Nacogdoches,
Texas
|
US$ 19,5 mi
|
+US$ 10,9 mi
|
+125.658
|
+138%
|
|
|
22
|
Financial Insights
Tacoma,
Washington
|
US$ 18,6 mi
|
+US$ 17,8 mi
|
+206.355
|
Nova
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
US$ 16,2 mi
|
+US$ 2,56 mi
|
+29.646
|
+20%
|
|
|
24
|
Cresset Asset Management
Chicago,
Illinois
|
US$ 15,7 mi
|
+US$ 2,9 mi
|
+33.562
|
+24%
|
|
|
25
|
Buttonwood Financial Group
Kansas City,
Missouri
|
US$ 15,3 mi
|
-US$ 545 mil
|
-6.310
|
-4%
|
|
