|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$121M
|
+$77M
|
+1,533,107
|
+191%
|
|
|
2
|
Dimensional Fund Advisors
Austin,
Texas
|
$10.4M
|
–
|
–
|
–
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$10.2M
|
+$193K
|
+3,846
|
+2%
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$5.74M
|
+$3.59M
|
+71,494
|
+182%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$3.81M
|
+$3.69M
|
+73,445
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.15M
|
+$367K
|
+7,300
|
+14%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.23M
|
-$3.45M
|
-68,672
|
-74%
|
|
|
8
|
Modera Wealth Management
Westwood,
New Jersey
|
$802K
|
+$335K
|
+6,668
|
+76%
|
|
|
9
|
BetterWealth
San Jose,
California
|
$787K
|
+$29.3K
|
+583
|
+4%
|
|
|
10
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$747K
|
+$723K
|
+14,398
|
New
|
|
|
11
|
RW Investment Management
Eagle,
Idaho
|
$739K
|
+$715K
|
+14,242
|
New
|
|
|
12
|
Creative Capital Management Investments
San Diego,
California
|
$669K
|
–
|
–
|
–
|
|
|
13
|
FirstPurpose Wealth
Orem,
Utah
|
$649K
|
+$12.6K
|
+250
|
+2%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$631K
|
+$403K
|
+8,028
|
+190%
|
|
|
15
|
Concord Wealth Partners
Abingdon,
Virginia
|
$601K
|
+$582K
|
+11,585
|
New
|
|
|
16
|
RAM Investment Partners
Bellevue,
Washington
|
$492K
|
+$476K
|
+9,477
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$472K
|
-$249K
|
-4,952
|
-35%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$460K
|
+$37.4K
|
+744
|
+9%
|
|
|
19
|
Samalin Investment Counsel
Chappaqua,
New York
|
$430K
|
+$416K
|
+8,278
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$419K
|
+$405K
|
+8,068
|
New
|
|
|
21
|
Cahill Financial Advisors
Edina,
Minnesota
|
$369K
|
+$99K
|
+1,972
|
+38%
|
|
|
22
|
LifePro Asset Management
San Diego,
California
|
$312K
|
-$9.04K
|
-180
|
-3%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$306K
|
+$201
|
+4
|
+0.1%
|
|
|
24
|
|
$276K
|
–
|
–
|
–
|
|
|
25
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$275K
|
+$266K
|
+5,291
|
New
|
|
