|
1
|
Dimensional Fund Advisors
Austin,
Texas
|
$231M
|
–
|
–
|
–
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$21.5M
|
+$22.6M
|
+904,231
|
+3,736%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$11.8M
|
+$12.8M
|
+512,700
|
New
|
|
|
4
|
Burton Enright Welch
Walnut Creek,
California
|
$9.52M
|
-$3.15M
|
-126,071
|
-23%
|
|
|
5
|
Advisory Services & Investments
Bend,
Oregon
|
$5.33M
|
+$5.77M
|
+230,817
|
New
|
|
|
6
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$4.57M
|
+$291K
|
+11,644
|
+6%
|
|
|
7
|
Spinnaker Investment Group
Newport Beach,
California
|
$3.63M
|
+$418K
|
+16,699
|
+12%
|
|
|
8
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$2.43M
|
+$2.63M
|
+105,331
|
New
|
|
|
9
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.02M
|
+$2.19M
|
+87,535
|
New
|
|
|
10
|
|
$1.85M
|
+$2M
|
+80,025
|
New
|
|
|
11
|
Gradient Capital Advisors
San Diego,
California
|
$1.82M
|
+$1.4M
|
+55,883
|
+244%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.81M
|
+$1.96M
|
+78,508
|
New
|
|
|
13
|
Forum Financial Management
Lombard,
Illinois
|
$1.3M
|
+$1.4M
|
+56,104
|
New
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.21M
|
+$1.31M
|
+52,185
|
New
|
|
|
15
|
Adero Partners
Pleasanton,
California
|
$1.09M
|
+$1.19M
|
+47,377
|
New
|
|
|
16
|
Bridgewater Advisors
New York
|
$783K
|
+$847K
|
+33,861
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$778K
|
+$842K
|
+33,646
|
New
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$771K
|
+$835K
|
+33,372
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$768K
|
+$585K
|
+23,385
|
+237%
|
|
|
20
|
Hutchinson Capital Management
San Rafael,
California
|
$688K
|
+$745K
|
+29,768
|
New
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$639K
|
+$692K
|
+27,671
|
New
|
|
|
22
|
Rather & Kittrell
Knoxville,
Tennessee
|
$562K
|
+$609K
|
+24,340
|
New
|
|
|
23
|
Beacon Pointe Advisors
Newport Beach,
California
|
$523K
|
+$566K
|
+22,614
|
New
|
|
|
24
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$479K
|
+$183K
|
+7,329
|
+62%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$465K
|
+$264K
|
+10,565
|
+110%
|
|
