|
1
|
Dimensional Fund Advisors
Austin,
Texas
|
$862M
|
–
|
–
|
–
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$56.9M
|
+$61.5M
|
+2,641,498
|
New
|
|
|
3
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$34.9M
|
+$37.8M
|
+1,622,965
|
New
|
|
|
4
|
Asset Dedication LLC
San Francisco,
California
|
$25.2M
|
+$2.58M
|
+110,583
|
+10%
|
|
|
5
|
3D/L Capital Management
Hartford,
Connecticut
|
$21.8M
|
+$23.6M
|
+1,013,298
|
New
|
|
|
6
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$21.6M
|
+$23.4M
|
+1,003,965
|
New
|
|
|
7
|
Coyle Financial Counsel
Glenview,
Illinois
|
$15.9M
|
+$654K
|
+28,094
|
+4%
|
|
|
8
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$14.5M
|
+$15.6M
|
+671,810
|
New
|
|
|
9
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$14.1M
|
+$13.6M
|
+583,954
|
+838%
|
|
|
10
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$12M
|
+$13M
|
+557,188
|
New
|
|
|
11
|
Advisory Services & Investments
Bend,
Oregon
|
$10.9M
|
+$11.8M
|
+504,565
|
New
|
|
|
12
|
Waypoint Wealth Partners
Mill Valley,
California
|
$10.7M
|
+$11.5M
|
+495,170
|
New
|
|
|
13
|
Forum Financial Management
Lombard,
Illinois
|
$7.75M
|
+$8.38M
|
+359,954
|
New
|
|
|
14
|
Five Oceans Advisors
Santa Monica,
California
|
$7.53M
|
+$8.15M
|
+349,872
|
New
|
|
|
15
|
Aveo Capital Partners
Englewood,
Colorado
|
$6.92M
|
+$7.49M
|
+321,658
|
New
|
|
|
16
|
Evensky & Katz
Coral Gables,
Florida
|
$6.66M
|
+$7.2M
|
+309,260
|
New
|
|
|
17
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$6.27M
|
+$6.78M
|
+291,304
|
New
|
|
|
18
|
Burton Enright Welch
Walnut Creek,
California
|
$6.24M
|
+$6.76M
|
+290,065
|
New
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.06M
|
+$6.56M
|
+281,547
|
New
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$4.77M
|
+$3.85M
|
+165,322
|
+294%
|
|
|
21
|
|
$4.32M
|
-$308K
|
-13,210
|
-6%
|
|
|
22
|
Chico Wealth RIA
Chico,
California
|
$3.82M
|
+$4.14M
|
+177,631
|
New
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.71M
|
+$4.02M
|
+172,580
|
New
|
|
|
24
|
|
$3.52M
|
+$3.81M
|
+163,501
|
New
|
|
|
25
|
Burney Company
Reston,
Virginia
|
$3.46M
|
+$3.75M
|
+161,015
|
New
|
|
