|
1
|
Empirical Wealth Management
Seattle,
Washington
|
$75.6M
|
+$4.72M
|
+83,924
|
+7%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.7M
|
+$10.8M
|
+191,279
|
New
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$1.53M
|
–
|
–
|
–
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.28M
|
+$1.18M
|
+20,954
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.22M
|
+$199K
|
+3,533
|
+22%
|
|
|
6
|
|
$1.17M
|
-$806K
|
-14,344
|
-43%
|
|
|
7
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$896K
|
+$824K
|
+14,669
|
New
|
|
|
8
|
Cypress Point Wealth Management
Dallas,
Texas
|
$843K
|
+$450K
|
+8,003
|
+138%
|
|
|
9
|
|
$509K
|
+$468K
|
+8,331
|
New
|
|
|
10
|
Quantinno Capital Management
New York
|
$358K
|
+$330K
|
+5,867
|
New
|
|
|
11
|
Schubert & Co
Mckinney,
Texas
|
$270K
|
+$248K
|
+4,418
|
New
|
|
|
12
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$258K
|
+$285K
|
+5,077
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$234K
|
-$98.4K
|
-1,750
|
-31%
|
|
|
14
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$224K
|
+$207K
|
+3,675
|
New
|
|
|
15
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$222K
|
+$208K
|
+3,693
|
New
|
|
|
16
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$157K
|
+$145K
|
+2,579
|
New
|
|
|
17
|
Rachor Investment Advisory Services
Linden,
Michigan
|
$128K
|
+$16.2K
|
+289
|
+16%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$67.4K
|
+$62K
|
+1,103
|
New
|
|
|
19
|
Burk Holdings
Tulsa,
Oklahoma
|
$48.9K
|
+$45K
|
+800
|
New
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$39.3K
|
+$36.1K
|
+643
|
New
|
|
|
21
|
CX Institutional
Auburn,
Indiana
|
$24K
|
+$22.5K
|
+400
|
New
|
|
|
22
|
Timmons Wealth Management
Attleboro,
Massachusetts
|
$6.72K
|
+$6.18K
|
+110
|
New
|
|
|
23
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.67K
|
+$3.37K
|
+60
|
New
|
|
|
24
|
LAM Group
Lake Oswego,
Oregon
|
$3.05K
|
+$1.69K
|
+30
|
+150%
|
|
|
25
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.71K
|
+$1.57K
|
+28
|
New
|
|
