|
1
|
Oakwood Capital Management
Los Angeles,
California
|
$11.2M
|
+$494K
|
+17,953
|
+5%
|
|
|
2
|
Dimensional Fund Advisors
Austin,
Texas
|
$11.2M
|
–
|
–
|
–
|
|
|
3
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$9.65M
|
+$2.45M
|
+88,875
|
+35%
|
|
|
4
|
Evoke Wealth
Los Angeles,
California
|
$7.76M
|
+$7.01M
|
+254,539
|
+1,073%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$7.48M
|
+$7.13M
|
+258,880
|
+2,721%
|
|
|
6
|
|
$5.98M
|
+$4.11M
|
+149,265
|
+239%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$5.52M
|
+$5.46M
|
+198,142
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.21M
|
+$4.16M
|
+150,872
|
New
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$4.18M
|
+$4.13M
|
+149,814
|
New
|
|
|
10
|
tru Independence
Portland,
Oregon
|
$3.51M
|
+$3.47M
|
+125,860
|
New
|
|
|
11
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.47M
|
+$1.71M
|
+62,191
|
+100%
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.39M
|
+$2.13M
|
+77,186
|
+174%
|
|
|
13
|
Collective Family Office
York,
Pennsylvania
|
$2.5M
|
+$1.04M
|
+37,795
|
+73%
|
|
|
14
|
CVA Family Office
Denver,
Colorado
|
$2.27M
|
+$2.23M
|
+80,998
|
+23,142%
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.27M
|
+$547K
|
+19,853
|
+34%
|
|
|
16
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.23M
|
+$2.2M
|
+79,799
|
New
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.17M
|
+$1.71M
|
+62,258
|
+402%
|
|
|
18
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$2.13M
|
+$1.54M
|
+55,783
|
+271%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.56M
|
+$1.54M
|
+56,068
|
New
|
|
|
20
|
Perigon Wealth Management
San Francisco,
California
|
$1.36M
|
+$1.25M
|
+45,498
|
+1,423%
|
|
|
21
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.3M
|
+$791K
|
+28,711
|
+160%
|
|
|
22
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.3M
|
+$1.28M
|
+46,628
|
New
|
|
|
23
|
|
$1.21M
|
-$212K
|
-7,703
|
-15%
|
|
|
24
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.03M
|
+$758K
|
+27,527
|
+290%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$994K
|
+$396K
|
+14,376
|
+68%
|
|
