|
1
|
Oak Root LLC
Santa Barbara,
California
|
$181M
|
-$29.6M
|
-342,732
|
-15%
|
|
|
2
|
Hills Bank & Trust
North Liberty,
Iowa
|
$101M
|
-$5.43M
|
-62,841
|
-5%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$75.7M
|
+$8.36M
|
+96,843
|
+13%
|
|
|
4
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$66.5M
|
-$5.24M
|
-60,660
|
-8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.6M
|
+$6.68M
|
+77,317
|
+12%
|
|
|
6
|
Grimes & Company
Westborough,
Massachusetts
|
$44.4M
|
+$4.27M
|
+49,480
|
+11%
|
|
|
7
|
Cypress Point Wealth Management
Dallas,
Texas
|
$43.4M
|
-$1.25M
|
-14,506
|
-3%
|
|
|
8
|
Park Avenue Securities
New York
|
$43.2M
|
+$4.77M
|
+55,291
|
+13%
|
|
|
9
|
Ridgeline Wealth
Mesa,
Arizona
|
$40.5M
|
+$92.3K
|
+1,069
|
+0.2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$38M
|
-$2.03M
|
-23,530
|
-5%
|
|
|
11
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$37.3M
|
+$16.9M
|
+195,723
|
+89%
|
|
|
12
|
Simplicity Wealth
Summit,
New Jersey
|
$34.2M
|
+$772K
|
+8,945
|
+2%
|
|
|
13
|
Well Done LLC
Holland,
Michigan
|
$32.7M
|
+$2.09M
|
+24,237
|
+7%
|
|
|
14
|
|
$32M
|
-$279K
|
-3,233
|
-0.9%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$29.1M
|
+$6.05M
|
+70,116
|
+28%
|
|
|
16
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$23.3M
|
+$1.44M
|
+16,689
|
+7%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$21.9M
|
+$19.4M
|
+224,156
|
+1,158%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.7M
|
+$321K
|
+3,713
|
+2%
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$20.6M
|
+$417K
|
+4,829
|
+2%
|
|
|
20
|
American Century Companies
Kansas City,
Missouri
|
$19.6M
|
+$18.9M
|
+218,405
|
New
|
|
|
21
|
Holistic Planning
Nacogdoches,
Texas
|
$19.5M
|
+$10.9M
|
+125,658
|
+138%
|
|
|
22
|
Financial Insights
Tacoma,
Washington
|
$18.6M
|
+$17.8M
|
+206,355
|
New
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$16.2M
|
+$2.56M
|
+29,646
|
+20%
|
|
|
24
|
Cresset Asset Management
Chicago,
Illinois
|
$15.7M
|
+$2.9M
|
+33,562
|
+24%
|
|
|
25
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$15.3M
|
-$545K
|
-6,310
|
-4%
|
|
