|
1
|
Oak Root LLC
Santa Barbara,
California
|
$193M
|
-$11.3M
|
-172,150
|
-6%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$68.3M
|
-$2.21M
|
-33,627
|
-3%
|
|
|
3
|
Simplicity Wealth
Summit,
New Jersey
|
$50.9M
|
+$24.8M
|
+378,662
|
+112%
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$37.1M
|
+$4.3M
|
+65,603
|
+14%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.1M
|
+$2.34M
|
+35,717
|
+8%
|
|
|
6
|
Ridgeline Wealth
Mesa,
Arizona
|
$29.2M
|
+$27M
|
+411,475
|
New
|
|
|
7
|
|
$28.6M
|
+$26.4M
|
+402,927
|
New
|
|
|
8
|
Cypress Point Wealth Management
Dallas,
Texas
|
$26.4M
|
-$5.69M
|
-86,772
|
-19%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$21.9M
|
+$7.18M
|
+109,399
|
+55%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.9M
|
+$18.3M
|
+279,647
|
New
|
|
|
11
|
Grimes & Company
Westborough,
Massachusetts
|
$16.3M
|
+$5.57M
|
+84,946
|
+59%
|
|
|
12
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.1M
|
+$86.2K
|
+1,314
|
+0.6%
|
|
|
13
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$13.3M
|
+$12.3M
|
+187,766
|
New
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$10.5M
|
-$42.7M
|
-650,508
|
-81%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$9.43M
|
+$593K
|
+9,032
|
+7%
|
|
|
16
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$9.29M
|
+$529K
|
+8,069
|
+7%
|
|
|
17
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$8.56M
|
-$871K
|
-13,271
|
-10%
|
|
|
18
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.37M
|
+$4.52M
|
+68,816
|
+141%
|
|
|
19
|
Prosperity Planning
Kansas City,
Missouri
|
$7.89M
|
+$1.23M
|
+18,671
|
+20%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$5.9M
|
+$193K
|
+2,935
|
+4%
|
|
|
21
|
Haven Private
Orlando,
Florida
|
$5.85M
|
-$5.38M
|
-82,030
|
-50%
|
|
|
22
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$5.81M
|
+$5.36M
|
+81,735
|
New
|
|
|
23
|
Cresset Asset Management
Chicago,
Illinois
|
$5.1M
|
+$3.61M
|
+54,947
|
+325%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$4.41M
|
+$1.95M
|
+29,665
|
+91%
|
|
|
25
|
|
$4.11M
|
+$506K
|
+7,716
|
+15%
|
|
