|
1
|
Evoke Wealth
Los Angeles,
California
|
$16.3M
|
+$2.17M
|
+77,001
|
+15%
|
|
|
2
|
Dimensional Fund Advisors
Austin,
Texas
|
$11.1M
|
–
|
–
|
–
|
|
|
3
|
Collective Family Office
York,
Pennsylvania
|
$4.19M
|
+$1.08M
|
+38,303
|
+33%
|
|
|
4
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.97M
|
+$676K
|
+23,957
|
+20%
|
|
|
5
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$3.47M
|
+$947K
|
+33,566
|
+36%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$3.16M
|
+$2.61M
|
+92,623
|
+395%
|
|
|
7
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.16M
|
+$820K
|
+29,043
|
+33%
|
|
|
8
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.57M
|
+$393K
|
+13,944
|
+18%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.2M
|
+$626K
|
+22,186
|
+38%
|
|
|
10
|
Gradient Capital Advisors
San Diego,
California
|
$2.06M
|
+$516K
|
+18,294
|
+32%
|
|
|
11
|
|
$1.95M
|
+$2.02M
|
+71,454
|
New
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$1.8M
|
-$95.7K
|
-3,392
|
-5%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.74M
|
+$69.3K
|
+2,456
|
+4%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$1.7M
|
+$414K
|
+14,669
|
+31%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.69M
|
+$545K
|
+19,319
|
+45%
|
|
|
16
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.67M
|
+$1.5M
|
+53,144
|
+642%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.52M
|
+$914K
|
+32,392
|
+139%
|
|
|
18
|
Wealthquest
Cincinnati,
Ohio
|
$1.5M
|
+$479K
|
+16,964
|
+44%
|
|
|
19
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$1.49M
|
+$1.54M
|
+54,681
|
New
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$1.48M
|
+$377K
|
+13,345
|
+32%
|
|
|
21
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.4M
|
+$829K
|
+29,375
|
+134%
|
|
|
22
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.28M
|
+$1.33M
|
+47,087
|
New
|
|
|
23
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$1.28M
|
+$1.32M
|
+46,861
|
New
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$1.22M
|
+$312K
|
+11,065
|
+37%
|
|
|
25
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.19M
|
+$1.17M
|
+41,343
|
+1,837%
|
|
