|
1
|
Oak Root LLC
Santa Barbara,
California
|
$186M
|
-$1.08M
|
-15,900
|
-0.5%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$63.9M
|
-$12M
|
-177,191
|
-15%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$51.3M
|
+$26.4M
|
+389,196
|
+95%
|
|
|
4
|
Cypress Point Wealth Management
Dallas,
Texas
|
$29.4M
|
+$8.96M
|
+131,888
|
+40%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$29.3M
|
+$1.83M
|
+27,025
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.5M
|
+$29.2M
|
+430,680
|
+3,200%
|
|
|
7
|
Simplicity Wealth
Summit,
New Jersey
|
$21.7M
|
+$23M
|
+338,512
|
New
|
|
|
8
|
FAS Wealth Partners
Leawood,
Kansas
|
$13.6M
|
+$153K
|
+2,252
|
+1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$5.31M
|
+78,273
|
+65%
|
|
|
10
|
Haven Private
Orlando,
Florida
|
$10.6M
|
-$568K
|
-8,365
|
-5%
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
$9.23M
|
+$5.15M
|
+75,802
|
+111%
|
|
|
12
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$8.53M
|
-$437K
|
-6,443
|
-5%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$7.94M
|
+$8.4M
|
+123,691
|
New
|
|
|
14
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$7.88M
|
+$383K
|
+5,647
|
+5%
|
|
|
15
|
Prosperity Planning
Kansas City,
Missouri
|
$5.93M
|
+$1.43M
|
+21,055
|
+30%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$5.14M
|
+$5.44M
|
+80,060
|
New
|
|
|
17
|
|
$3.22M
|
+$1.09M
|
+16,108
|
+47%
|
|
|
18
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.14M
|
+$709K
|
+10,442
|
+27%
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$2.91M
|
+$3.08M
|
+45,365
|
New
|
|
|
20
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.33M
|
-$116K
|
-1,712
|
-5%
|
|
|
21
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.1M
|
+$237K
|
+3,485
|
+12%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$2.08M
|
+$1.23M
|
+18,137
|
+127%
|
|
|
23
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.67M
|
+$237K
|
+3,496
|
+16%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$1.56M
|
–
|
–
|
–
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$1.46M
|
–
|
–
|
–
|
|
