|
1
|
Oak Root LLC
Santa Barbara,
California
|
$182M
|
-$6.87M
|
-85,700
|
-4%
|
|
|
2
|
Hills Bank & Trust
North Liberty,
Iowa
|
$92.2M
|
+$94.1M
|
+1,174,298
|
+8,110%
|
|
|
3
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$62.1M
|
-$2.63M
|
-32,879
|
-4%
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$57.8M
|
+$6.68M
|
+83,429
|
+13%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.8M
|
+$4.29M
|
+53,537
|
+9%
|
|
|
6
|
Cypress Point Wealth Management
Dallas,
Texas
|
$38.6M
|
+$3.17M
|
+39,589
|
+9%
|
|
|
7
|
Ridgeline Wealth
Mesa,
Arizona
|
$34.9M
|
+$435K
|
+5,435
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$34.6M
|
+$2.28M
|
+28,410
|
+7%
|
|
|
9
|
Grimes & Company
Westborough,
Massachusetts
|
$34.4M
|
+$4.26M
|
+53,116
|
+14%
|
|
|
10
|
Park Avenue Securities
New York
|
$33M
|
+$3.51M
|
+43,778
|
+11%
|
|
|
11
|
Simplicity Wealth
Summit,
New Jersey
|
$28.8M
|
-$213K
|
-2,654
|
-0.7%
|
|
|
12
|
|
$27.3M
|
+$1.37M
|
+17,078
|
+5%
|
|
|
13
|
Well Done LLC
Holland,
Michigan
|
$26.3M
|
+$3.36M
|
+41,957
|
+14%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$19.6M
|
+$6.35M
|
+79,280
|
+46%
|
|
|
15
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$18.8M
|
+$280K
|
+3,491
|
+1%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.5M
|
+$32.4K
|
+404
|
+0.2%
|
|
|
17
|
FAS Wealth Partners
Leawood,
Kansas
|
$17.4M
|
+$411K
|
+5,134
|
+2%
|
|
|
18
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$17M
|
-$970K
|
-12,105
|
-5%
|
|
|
19
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$13.7M
|
-$13.7M
|
-170,519
|
-49%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$11.7M
|
+$842K
|
+10,513
|
+8%
|
|
|
21
|
Prosperity Planning
Kansas City,
Missouri
|
$11.1M
|
+$1.04M
|
+12,927
|
+10%
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$11M
|
+$110K
|
+1,378
|
+1%
|
|
|
23
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11M
|
+$92.1K
|
+1,150
|
+0.8%
|
|
|
24
|
Cresset Asset Management
Chicago,
Illinois
|
$10.9M
|
+$2.13M
|
+26,575
|
+23%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$10.5M
|
+$66K
|
+824
|
+0.6%
|
|
