|
1
|
Oak Root LLC
Santa Barbara,
California
|
$192M
|
–
|
–
|
–
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$65.6M
|
+$23.4M
|
+367,144
|
+59%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$26.5M
|
+$4.38M
|
+68,823
|
+21%
|
|
|
4
|
Cypress Point Wealth Management
Dallas,
Texas
|
$16.4M
|
+$2.63M
|
+41,353
|
+20%
|
|
|
5
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$15.9M
|
+$9.71M
|
+152,681
|
+173%
|
|
|
6
|
FAS Wealth Partners
Leawood,
Kansas
|
$14.5M
|
+$13.9M
|
+218,570
|
+29,027%
|
|
|
7
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$9.77M
|
-$119K
|
-1,866
|
-1%
|
|
|
8
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$7.75M
|
+$2.37M
|
+37,253
|
+47%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.21M
|
+$2.36M
|
+37,051
|
+51%
|
|
|
10
|
Prosperity Planning
Kansas City,
Missouri
|
$3.16M
|
+$1.81M
|
+28,474
|
+146%
|
|
|
11
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.47M
|
+$2.38M
|
+37,358
|
New
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.93M
|
+$297K
|
+4,670
|
+19%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$1.48M
|
–
|
–
|
–
|
|
|
14
|
|
$1.29M
|
+$1.24M
|
+19,547
|
New
|
|
|
15
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.28M
|
+$178K
|
+2,796
|
+17%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.14M
|
+$1.1M
|
+17,238
|
New
|
|
|
17
|
Cresset Asset Management
Chicago,
Illinois
|
$1.12M
|
+$1.08M
|
+16,913
|
New
|
|
|
18
|
|
$1.04M
|
+$797K
|
+12,520
|
+391%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$958K
|
+$923K
|
+14,514
|
New
|
|
|
20
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$941K
|
+$55.7K
|
+876
|
+7%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$811K
|
+$781K
|
+12,277
|
New
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$811K
|
+$781K
|
+12,277
|
New
|
|
|
23
|
Dixon Fnancial Services
Lafayette,
California
|
$788K
|
–
|
–
|
–
|
|
|
24
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$733K
|
+$707K
|
+11,106
|
New
|
|
|
25
|
Grimes & Company
Westborough,
Massachusetts
|
$632K
|
+$609K
|
+9,574
|
New
|
|
