|
1
|
Evoke Wealth
Los Angeles,
California
|
$17.6M
|
+$9.53M
|
+325,042
|
+117%
|
|
|
2
|
Oakwood Capital Management
Los Angeles,
California
|
$11.9M
|
+$116K
|
+3,968
|
+1%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$11.7M
|
–
|
–
|
–
|
|
|
4
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$10.1M
|
–
|
–
|
–
|
|
|
5
|
|
$6.92M
|
+$5.67M
|
+193,314
|
+446%
|
|
|
6
|
|
$6.91M
|
+$731K
|
+24,920
|
+12%
|
|
|
7
|
Flow Traders U.S.
New York
|
$6.65M
|
+$6.67M
|
+227,692
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.08M
|
+$1.68M
|
+57,163
|
+38%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$5.8M
|
+$1.42M
|
+48,553
|
+32%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$5.03M
|
-$2.82M
|
-96,274
|
-36%
|
|
|
11
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$4.79M
|
+$1.16M
|
+39,686
|
+32%
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.85M
|
+$295K
|
+10,074
|
+8%
|
|
|
13
|
tru Independence
Portland,
Oregon
|
$3.77M
|
+$98.1K
|
+3,345
|
+3%
|
|
|
14
|
Collective Family Office
York,
Pennsylvania
|
$3.62M
|
+$1.01M
|
+34,318
|
+38%
|
|
|
15
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$3.29M
|
+$1.06M
|
+36,211
|
+47%
|
|
|
16
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.27M
|
+$945K
|
+32,245
|
+40%
|
|
|
17
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3.18M
|
+$3.1M
|
+105,602
|
+3,173%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.88M
|
+$1.24M
|
+42,351
|
+76%
|
|
|
19
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$2.54M
|
+$3.08M
|
+105,087
|
New
|
|
|
20
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.48M
|
+$189K
|
+6,458
|
+8%
|
|
|
21
|
CVA Family Office
Denver,
Colorado
|
$2.4M
|
+$23.1K
|
+789
|
+1%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.3M
|
+$27.8K
|
+950
|
+1%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.19M
|
+$1.2M
|
+41,018
|
+122%
|
|
|
24
|
Mather Group
Chicago,
Illinois
|
$2.06M
|
+$1.49M
|
+50,809
|
+260%
|
|
|
25
|
Perigon Wealth Management
San Francisco,
California
|
$2.04M
|
+$616K
|
+21,029
|
+43%
|
|
