|
1
|
Evoke Wealth
Los Angeles,
California
|
$15.5M
|
+$6.24M
|
+214,949
|
+70%
|
|
|
2
|
Dimensional Fund Advisors
Austin,
Texas
|
$11.9M
|
–
|
–
|
–
|
|
|
3
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.61M
|
+$219K
|
+7,556
|
+7%
|
|
|
4
|
Collective Family Office
York,
Pennsylvania
|
$3.42M
|
+$1.22M
|
+42,179
|
+58%
|
|
|
5
|
Oakwood Capital Management
Los Angeles,
California
|
$3.35M
|
+$1.97M
|
+67,843
|
+150%
|
|
|
6
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$2.78M
|
+$559K
|
+19,260
|
+26%
|
|
|
7
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.58M
|
+$1.01M
|
+34,655
|
+66%
|
|
|
8
|
Flow Traders U.S.
New York
|
$2.22M
|
-$118K
|
-4,066
|
-5%
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.17M
|
+$398K
|
+13,723
|
+21%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$2.05M
|
-$50.4K
|
-1,736
|
-2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.82M
|
+$1.78M
|
+61,401
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.73M
|
+$837K
|
+28,815
|
+97%
|
|
|
13
|
Gradient Capital Advisors
San Diego,
California
|
$1.7M
|
+$485K
|
+16,721
|
+41%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.67M
|
-$980K
|
-33,746
|
-37%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$1.42M
|
+$521K
|
+17,946
|
+60%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.26M
|
+$535K
|
+18,422
|
+76%
|
|
|
17
|
Perigon Wealth Management
San Francisco,
California
|
$1.22M
|
+$627K
|
+21,602
|
+111%
|
|
|
18
|
Wealthquest
Cincinnati,
Ohio
|
$1.13M
|
+$418K
|
+14,405
|
+60%
|
|
|
19
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.11M
|
+$1.39M
|
+47,846
|
New
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.08M
|
+$203K
|
+7,003
|
+24%
|
|
|
21
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$1.07M
|
+$1.02M
|
+35,093
|
+3,136%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$909K
|
+$891K
|
+30,680
|
New
|
|
|
23
|
American Investment Services
Great Barrington,
Massachusetts
|
$894K
|
+$37.1K
|
+1,278
|
+4%
|
|
|
24
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$894K
|
+$231K
|
+7,945
|
+36%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$891K
|
+$339K
|
+11,681
|
+64%
|
|
