|
1
|
Oak Root LLC
Santa Barbara,
California
|
$192M
|
-$18.3M
|
-235,818
|
-9%
|
|
|
2
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$65.5M
|
-$3.07M
|
-39,577
|
-5%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$52M
|
+$4.74M
|
+61,102
|
+10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.3M
|
+$3.46M
|
+44,624
|
+8%
|
|
|
5
|
Cypress Point Wealth Management
Dallas,
Texas
|
$36M
|
+$3.03M
|
+39,065
|
+9%
|
|
|
6
|
Ridgeline Wealth
Mesa,
Arizona
|
$34.9M
|
+$1.27M
|
+16,422
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$32.9M
|
+$6.57M
|
+84,619
|
+25%
|
|
|
8
|
Grimes & Company
Westborough,
Massachusetts
|
$30.7M
|
+$4.95M
|
+63,790
|
+20%
|
|
|
9
|
Park Avenue Securities
New York
|
$30M
|
+$2.54M
|
+32,783
|
+9%
|
|
|
10
|
Simplicity Wealth
Summit,
New Jersey
|
$29.4M
|
+$1.39M
|
+17,867
|
+5%
|
|
|
11
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$28M
|
-$6.86M
|
-88,446
|
-20%
|
|
|
12
|
|
$27.1M
|
+$1.81M
|
+23,341
|
+7%
|
|
|
13
|
Well Done LLC
Holland,
Michigan
|
$23.4M
|
+$23.1M
|
+297,469
|
New
|
|
|
14
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$18.8M
|
+$18.6M
|
+239,172
|
New
|
|
|
15
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$18.2M
|
+$581K
|
+7,482
|
+3%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.7M
|
-$834K
|
-10,755
|
-5%
|
|
|
17
|
FAS Wealth Partners
Leawood,
Kansas
|
$17.2M
|
+$357K
|
+4,595
|
+2%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$13.7M
|
+$10.4M
|
+134,553
|
+344%
|
|
|
19
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.1M
|
+$613K
|
+7,897
|
+6%
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
$11.1M
|
+$10.9M
|
+140,922
|
New
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$11M
|
+$3.88M
|
+50,012
|
+56%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$10.6M
|
-$931
|
-12
|
-0%
|
|
|
23
|
Western Reserve Capital Management
Hudson,
Ohio
|
$10.5M
|
+$10.3M
|
+133,190
|
New
|
|
|
24
|
Prosperity Planning
Kansas City,
Missouri
|
$10.3M
|
+$555K
|
+7,157
|
+6%
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$9.98M
|
+$212K
|
+2,733
|
+2%
|
|
