|
1
|
Your Advocates Ltd
Houston,
Texas
|
$54.4M
|
-$7.46M
|
-134,543
|
-13%
|
|
|
2
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$18.1M
|
+$1.35M
|
+24,369
|
+9%
|
|
|
3
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$18M
|
-$232K
|
-4,188
|
-1%
|
|
|
4
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$14.7M
|
+$4.46M
|
+80,443
|
+47%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$14.3M
|
+$5.31M
|
+95,733
|
+65%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.1M
|
+$281K
|
+5,063
|
+4%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.1M
|
+$281K
|
+5,063
|
+4%
|
|
|
8
|
Brighton Jones LLC
Seattle,
Washington
|
$6.39M
|
+$2.63M
|
+47,435
|
+77%
|
|
|
9
|
Rather & Kittrell
Knoxville,
Tennessee
|
$6.23M
|
+$3.46M
|
+62,472
|
+143%
|
|
|
10
|
Annandale Capital
Dallas,
Texas
|
$6.12M
|
+$2.29M
|
+41,219
|
+65%
|
|
|
11
|
|
$5.98M
|
+$5.66M
|
+102,037
|
New
|
|
|
12
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$5.88M
|
+$5.58M
|
+100,548
|
New
|
|
|
13
|
Dimensional Fund Advisors
Austin,
Texas
|
$5.87M
|
–
|
–
|
–
|
|
|
14
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.19M
|
+$1.88M
|
+33,829
|
+57%
|
|
|
15
|
Keating Wealth Management
Denver,
Colorado
|
$5.15M
|
+$4.87M
|
+87,760
|
New
|
|
|
16
|
Hardy Reed
Tupelo,
Mississippi
|
$4.23M
|
+$1.44M
|
+25,914
|
+56%
|
|
|
17
|
Portfolio Strategies
Monsey,
New York
|
$4.23M
|
+$4M
|
+72,062
|
New
|
|
|
18
|
Copperleaf Capital
Raleigh,
North Carolina
|
$3.81M
|
+$19.8K
|
+357
|
+0.6%
|
|
|
19
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$3.59M
|
+$1.04M
|
+18,712
|
+44%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.09M
|
+$219K
|
+3,957
|
+8%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$2.95M
|
+$113K
|
+2,040
|
+4%
|
|
|
22
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2.83M
|
+$2.68M
|
+48,250
|
New
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$2.33M
|
+$1.03M
|
+18,634
|
+88%
|
|
|
24
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
$2.29M
|
+$1.96M
|
+35,299
|
+939%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.2M
|
+$2.08M
|
+37,558
|
New
|
|
