|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$40.1M
|
+$6.64M
|
+130,636
|
+19%
|
|
|
2
|
Dimensional Fund Advisors
Austin,
Texas
|
$9.97M
|
–
|
–
|
–
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$9.58M
|
+$280K
|
+5,500
|
+3%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$4.6M
|
+$4.4M
|
+86,557
|
+1,512%
|
|
|
5
|
|
$3.18M
|
-$374K
|
-7,352
|
-10%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.67M
|
+$672K
|
+13,229
|
+33%
|
|
|
7
|
Quantum Financial Advisors
El Segundo,
California
|
$1.95M
|
+$116K
|
+2,290
|
+6%
|
|
|
8
|
BetterWealth
San Jose,
California
|
$727K
|
-$4.57K
|
-90
|
-0.6%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$700K
|
–
|
–
|
–
|
|
|
10
|
Creative Capital Management Investments
San Diego,
California
|
$643K
|
–
|
–
|
–
|
|
|
11
|
FirstPurpose Wealth
Orem,
Utah
|
$611K
|
+$623K
|
+12,262
|
New
|
|
|
12
|
Modera Wealth Management
Westwood,
New Jersey
|
$437K
|
-$28.1K
|
-552
|
-6%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$405K
|
+$115K
|
+2,260
|
+39%
|
|
|
14
|
LifePro Asset Management
San Diego,
California
|
$308K
|
+$314K
|
+6,187
|
New
|
|
|
15
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$308K
|
+$68.2K
|
+1,341
|
+28%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$293K
|
+$27.1K
|
+534
|
+10%
|
|
|
17
|
Wolff Wiese Magana
Carslbad,
California
|
$283K
|
-$192K
|
-3,780
|
-40%
|
|
|
18
|
|
$265K
|
–
|
–
|
–
|
|
|
19
|
Cahill Financial Advisors
Edina,
Minnesota
|
$256K
|
+$261K
|
+5,136
|
New
|
|
|
20
|
Pathstone Family Office
Englewood,
New Jersey
|
$232K
|
+$1.22K
|
+24
|
+0.5%
|
|
|
21
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$229K
|
+$7.72K
|
+152
|
+3%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$211K
|
+$215K
|
+4,230
|
New
|
|
|
23
|
Level Financial Advisors
East Amherst,
New York
|
$199K
|
+$144K
|
+2,837
|
+247%
|
|
|
24
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$165K
|
+$75.8K
|
+1,491
|
+82%
|
|
|
25
|
|
$151K
|
+$72.9K
|
+1,435
|
+90%
|
|
