|
1
|
Abacus Wealth Partners
Santa Monica,
California
|
$93M
|
-$27.9M
|
-542,126
|
-23%
|
|
|
2
|
RFG Advisory
Birmingham,
Alabama
|
$10.5M
|
+$391K
|
+7,592
|
+4%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$10.4M
|
–
|
–
|
–
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$8.85M
|
+$3.1M
|
+60,254
|
+54%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$4.08M
|
+$278K
|
+5,395
|
+7%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.76M
|
-$387K
|
-7,529
|
-12%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$2.53M
|
+$2.51M
|
+48,812
|
New
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$2.28M
|
+$2.27M
|
+44,054
|
New
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$2.03M
|
+$1.41M
|
+27,327
|
+223%
|
|
|
10
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.37M
|
+$938K
|
+18,232
|
+220%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
-$131K
|
-2,547
|
-11%
|
|
|
12
|
RW Investment Management
Eagle,
Idaho
|
$1.04M
|
+$299K
|
+5,814
|
+41%
|
|
|
13
|
BetterWealth
San Jose,
California
|
$828K
|
+$42.8K
|
+831
|
+5%
|
|
|
14
|
FirstPurpose Wealth
Orem,
Utah
|
$825K
|
+$184K
|
+3,581
|
+29%
|
|
|
15
|
Modera Wealth Management
Westwood,
New Jersey
|
$795K
|
-$4.37K
|
-85
|
-0.6%
|
|
|
16
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$760K
|
+$14.3K
|
+278
|
+2%
|
|
|
17
|
Creative Capital Management Investments
San Diego,
California
|
$667K
|
–
|
–
|
–
|
|
|
18
|
Concord Wealth Partners
Abingdon,
Virginia
|
$646K
|
+$45.8K
|
+890
|
+8%
|
|
|
19
|
RAM Investment Partners
Bellevue,
Washington
|
$627K
|
+$135K
|
+2,633
|
+28%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$541K
|
+$172K
|
+3,336
|
+47%
|
|
|
21
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$501K
|
+$226K
|
+4,384
|
+83%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$472K
|
+$166K
|
+3,229
|
+55%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$471K
|
–
|
–
|
–
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$470K
|
+$11K
|
+213
|
+2%
|
|
|
25
|
Virtue Capital Management
Brentwood,
Tennessee
|
$461K
|
+$464K
|
+9,012
|
New
|
|
