|
1
|
Dimensional Fund Advisors
Austin,
Texas
|
$654M
|
-$3.21M
|
-65,000
|
-33%
|
|
|
2
|
Chico Wealth RIA
Chico,
California
|
$15.5M
|
+$15.8M
|
+319,619
|
New
|
|
|
3
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.22M
|
+$2.65M
|
+53,698
|
+39%
|
|
|
4
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.78M
|
+$8.96M
|
+181,312
|
New
|
|
|
5
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.08M
|
+$5.19M
|
+104,963
|
New
|
|
|
6
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.09M
|
+$3.15M
|
+63,674
|
New
|
|
|
7
|
|
$2.83M
|
+$2.12M
|
+42,972
|
+281%
|
|
|
8
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.12M
|
+$2.16M
|
+43,750
|
New
|
|
|
9
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.69M
|
+$1.73M
|
+34,943
|
New
|
|
|
10
|
Burton Enright Welch
Walnut Creek,
California
|
$1.29M
|
+$1.31M
|
+26,521
|
New
|
|
|
11
|
Collective Family Office
York,
Pennsylvania
|
$1.04M
|
+$1.06M
|
+21,548
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$931K
|
+$949K
|
+19,213
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$898K
|
+$915K
|
+18,524
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$766K
|
+$781K
|
+15,810
|
New
|
|
|
15
|
Parcion Private Wealth
Bellevue,
Washington
|
$577K
|
+$588K
|
+11,908
|
New
|
|
|
16
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$521K
|
+$531K
|
+10,751
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$427K
|
+$435K
|
+8,814
|
New
|
|
|
18
|
Shearwater Capital
Denver,
Colorado
|
$406K
|
+$175K
|
+3,538
|
+73%
|
|
|
19
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$393K
|
+$401K
|
+8,111
|
New
|
|
|
20
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$384K
|
+$22.5K
|
+456
|
+6%
|
|
|
21
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$363K
|
+$370K
|
+7,499
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$253K
|
+$229K
|
+4,632
|
+1,164%
|
|
|
23
|
Mattern Wealth Management
Lawrence,
Kansas
|
$204K
|
+$208K
|
+4,216
|
New
|
|
|
24
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$107K
|
+$109K
|
+2,216
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$90K
|
+$91.4K
|
+1,850
|
New
|
|
