|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.2M
|
+$19.4M
|
+310,558
|
New
|
|
|
2
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$17M
|
+$251K
|
+4,000
|
+2%
|
|
|
3
|
FMB Wealth Management
Westlake Village,
California
|
$13.3M
|
-$271K
|
-4,320
|
-2%
|
|
|
4
|
Dimensional Fund Advisors
Austin,
Texas
|
$10.4M
|
–
|
–
|
–
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$9.23M
|
+$980K
|
+15,649
|
+12%
|
|
|
6
|
Global Assets Advisory
Orlando,
Florida
|
$4.84M
|
+$6.08M
|
+97,077
|
New
|
|
|
7
|
Cordant Inc
Portland,
Oregon
|
$4.31M
|
+$2.02M
|
+32,206
|
+95%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$4.02M
|
+$190K
|
+3,027
|
+5%
|
|
|
9
|
Versant Capital Management
Phoenix,
Arizona
|
$2.79M
|
+$576K
|
+9,198
|
+27%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$2.56M
|
+$124K
|
+1,973
|
+5%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$1.58M
|
+$231K
|
+3,695
|
+18%
|
|
|
12
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$1.38M
|
+$1.33M
|
+21,171
|
New
|
|
|
13
|
BIP Wealth
Atlanta,
Georgia
|
$771K
|
+$72.3K
|
+1,154
|
+11%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$581K
|
-$826K
|
-13,192
|
-60%
|
|
|
15
|
VanderPol Investments
Caledonia,
Michigan
|
$447K
|
+$84.9K
|
+1,356
|
+25%
|
|
|
16
|
Applied Capital
Little Rock,
Arkansas
|
$420K
|
+$16.4K
|
+262
|
+4%
|
|
|
17
|
Prosperitas Financial
Valencia,
California
|
$375K
|
+$50.3K
|
+803
|
+16%
|
|
|
18
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$324K
|
-$93.1K
|
-1,487
|
-24%
|
|
|
19
|
Studio Investment Management
Chicago,
Illinois
|
$293K
|
+$21.9K
|
+349
|
+8%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$257K
|
–
|
–
|
–
|
|
|
21
|
McIlrath & Eck
Arlington,
Washington
|
$251K
|
–
|
–
|
–
|
|
|
22
|
Financial Symmetry
Raleigh,
North Carolina
|
$212K
|
+$204K
|
+3,255
|
New
|
|
|
23
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$211K
|
+$200K
|
+3,201
|
New
|
|
|
24
|
Cardiff Park Advisors
Carlsbad,
California
|
$114K
|
+$877
|
+14
|
+0.8%
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$74.4K
|
–
|
–
|
–
|
|
