|
1
|
Oak Root LLC
Santa Barbara,
California
|
$183M
|
-$3.6M
|
-58,830
|
-2%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$39.3M
|
+$38.3M
|
+626,266
|
New
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$20.9M
|
+$20.4M
|
+333,250
|
New
|
|
|
4
|
Cypress Point Wealth Management
Dallas,
Texas
|
$13M
|
+$2.53M
|
+41,359
|
+25%
|
|
|
5
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$9.4M
|
+$9.16M
|
+149,832
|
New
|
|
|
6
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$5.53M
|
+$5.39M
|
+88,122
|
New
|
|
|
7
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$5.03M
|
+$4.9M
|
+80,106
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.53M
|
+$907K
|
+14,841
|
+26%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.54M
|
–
|
–
|
–
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$1.41M
|
+$1.37M
|
+22,452
|
New
|
|
|
11
|
Prosperity Planning
Kansas City,
Missouri
|
$1.22M
|
+$1.19M
|
+19,457
|
New
|
|
|
12
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.03M
|
+$41.3K
|
+676
|
+4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$850K
|
-$90.6K
|
-1,482
|
-10%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$834K
|
+$54.2K
|
+886
|
+7%
|
|
|
15
|
Dixon Fnancial Services
Lafayette,
California
|
$749K
|
–
|
–
|
–
|
|
|
16
|
My Personal CFO LLC
Vancouver,
Washington
|
$236K
|
+$230K
|
+3,760
|
New
|
|
|
17
|
|
$201K
|
+$196K
|
+3,204
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$51.8K
|
+$50.5K
|
+826
|
New
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$47.3K
|
+$28.2K
|
+461
|
+158%
|
|
|
20
|
AlphaQ Advisors
Winter Park,
Florida
|
–
|
-$9.36M
|
-151,469
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.33M
|
-21,500
|
Closed
|
|
