|
1
|
Dimensional Fund Advisors
Austin,
Texas
|
$263M
|
+$2.56M
|
+100,000
|
New
|
|
|
2
|
Adero Partners
Pleasanton,
California
|
$133M
|
+$130M
|
+5,063,641
|
New
|
|
|
3
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$9.56M
|
+$6.79M
|
+265,278
|
New
|
|
|
4
|
Liberty Wealth Management
Oakland,
California
|
$4.12M
|
+$4.03M
|
+157,297
|
New
|
|
|
5
|
Crown Wealth Group
Charlotte,
North Carolina
|
$3.92M
|
+$3.81M
|
+148,975
|
New
|
|
|
6
|
REDW Wealth
Albuquerque,
New Mexico
|
$3.88M
|
+$3.77M
|
+147,152
|
New
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$1.95M
|
+$1.89M
|
+73,933
|
New
|
|
|
8
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.58M
|
+$1.53M
|
+59,923
|
New
|
|
|
9
|
Applied Capital
Little Rock,
Arkansas
|
$1.16M
|
+$1.13M
|
+44,213
|
New
|
|
|
10
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$676K
|
+$675K
|
+26,377
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$643K
|
+$626K
|
+24,454
|
New
|
|
|
12
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$562K
|
+$547K
|
+21,355
|
New
|
|
|
13
|
Equius Partners
Novato,
California
|
$480K
|
+$467K
|
+18,221
|
New
|
|
|
14
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$357K
|
+$347K
|
+13,549
|
New
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$245K
|
+$268K
|
+10,476
|
New
|
|
|
16
|
Schubert & Co
Mckinney,
Texas
|
$123K
|
+$120K
|
+4,682
|
New
|
|
|
17
|
TCI Wealth Advisors
Tucson,
Arizona
|
$117K
|
+$114K
|
+4,435
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$67K
|
+$69.8K
|
+2,724
|
New
|
|
|
19
|
|
$18.7K
|
+$18.2K
|
+710
|
New
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6K
|
+$5.89K
|
+230
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$6K
|
+$6.04K
|
+236
|
New
|
|
|
22
|
Maryland Capital Advisors
Chester,
Maryland
|
$3K
|
+$2.56K
|
+100
|
New
|
|
