|
1
|
Dimensional Fund Advisors
Austin,
Texas
|
$10.6M
|
+$10.4M
|
+400,000
|
New
|
|
|
2
|
Oakwood Capital Management
Los Angeles,
California
|
$10.2M
|
+$9.97M
|
+383,810
|
New
|
|
|
3
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$6.82M
|
+$6.68M
|
+257,125
|
New
|
|
|
4
|
|
$1.7M
|
+$1.62M
|
+62,530
|
New
|
|
|
5
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.65M
|
+$1.62M
|
+62,218
|
New
|
|
|
6
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.59M
|
+$1.51M
|
+58,203
|
New
|
|
|
7
|
Collective Family Office
York,
Pennsylvania
|
$1.38M
|
+$1.35M
|
+51,906
|
New
|
|
|
8
|
|
$1.35M
|
+$1.33M
|
+51,077
|
New
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.18M
|
+$1.15M
|
+44,350
|
New
|
|
|
10
|
WealthStone
Columbus,
Ohio
|
$874K
|
+$856K
|
+32,949
|
New
|
|
|
11
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$798K
|
+$782K
|
+30,100
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$757K
|
+$742K
|
+28,545
|
New
|
|
|
13
|
Evoke Wealth
Los Angeles,
California
|
$629K
|
+$616K
|
+23,730
|
New
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$565K
|
+$553K
|
+21,290
|
New
|
|
|
15
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$546K
|
+$535K
|
+20,591
|
New
|
|
|
16
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$476K
|
+$466K
|
+17,937
|
New
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$411K
|
+$402K
|
+15,479
|
New
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$294K
|
+$286K
|
+10,994
|
New
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$258K
|
+$253K
|
+9,738
|
New
|
|
|
20
|
American Investment Services
Great Barrington,
Massachusetts
|
$252K
|
+$247K
|
+9,500
|
New
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$252K
|
+$247K
|
+9,513
|
New
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$217K
|
+$182K
|
+7,008
|
New
|
|
|
23
|
Wealthquest
Cincinnati,
Ohio
|
$215K
|
+$211K
|
+8,113
|
New
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$85K
|
+$83.1K
|
+3,198
|
New
|
|
|
25
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$32K
|
+$31.3K
|
+1,205
|
New
|
|
