|
1
|
Oak Root LLC
Santa Barbara,
California
|
$196M
|
–
|
–
|
–
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$79.2M
|
+$12.2M
|
+178,708
|
+18%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$29M
|
+$1.85M
|
+27,167
|
+7%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$27.6M
|
+$27.9M
|
+409,202
|
New
|
|
|
5
|
Cypress Point Wealth Management
Dallas,
Texas
|
$22M
|
+$5.29M
|
+77,581
|
+31%
|
|
|
6
|
FAS Wealth Partners
Leawood,
Kansas
|
$14.1M
|
-$672K
|
-9,858
|
-4%
|
|
|
7
|
Haven Private
Orlando,
Florida
|
$11.7M
|
+$11.8M
|
+172,733
|
New
|
|
|
8
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$9.42M
|
-$586K
|
-8,587
|
-6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$8.12M
|
+$751K
|
+11,004
|
+10%
|
|
|
10
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$7.91M
|
-$21.7K
|
-318
|
-0.3%
|
|
|
11
|
Prosperity Planning
Kansas City,
Missouri
|
$4.82M
|
+$1.59M
|
+23,367
|
+49%
|
|
|
12
|
Grimes & Company
Westborough,
Massachusetts
|
$4.59M
|
+$3.99M
|
+58,438
|
+610%
|
|
|
13
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.6M
|
+$1.87M
|
+27,419
|
+247%
|
|
|
14
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.57M
|
+$46.4K
|
+680
|
+2%
|
|
|
15
|
|
$2.3M
|
+$1.25M
|
+18,285
|
+116%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.97M
|
–
|
–
|
–
|
|
|
17
|
Rockefeller Capital Management
New York
|
$1.64M
|
+$668K
|
+9,797
|
+68%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$1.53M
|
+$14.5K
|
+213
|
+0.9%
|
|
|
19
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.52M
|
+$222K
|
+3,257
|
+17%
|
|
|
20
|
Cresset Asset Management
Chicago,
Illinois
|
$1.14M
|
–
|
–
|
–
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1M
|
+$37.7K
|
+553
|
+4%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$966K
|
+$975K
|
+14,298
|
New
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$909K
|
+$80.5K
|
+1,180
|
+10%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$909K
|
+$80.5K
|
+1,180
|
+10%
|
|
|
25
|
Dixon Fnancial Services
Lafayette,
California
|
$806K
|
–
|
–
|
–
|
|
