|
1
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$34.1M
|
+$658K
|
+12,183
|
+2%
|
|
|
2
|
FMB Wealth Management
Westlake Village,
California
|
$19M
|
-$78.2K
|
-1,448
|
-0.4%
|
|
|
3
|
Dimensional Fund Advisors
Austin,
Texas
|
$5.29M
|
–
|
–
|
–
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$2.09M
|
+$2.14M
|
+39,627
|
New
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$982K
|
+$1M
|
+18,588
|
New
|
|
|
6
|
VanderPol Investments
Caledonia,
Michigan
|
$554K
|
+$566K
|
+10,486
|
New
|
|
|
7
|
Applied Capital
Little Rock,
Arkansas
|
$502K
|
+$158K
|
+2,919
|
+44%
|
|
|
8
|
Cardiff Park Advisors
Carlsbad,
California
|
$442K
|
+$9.51K
|
+176
|
+2%
|
|
|
9
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$343K
|
+$350K
|
+6,484
|
New
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$316K
|
+$323K
|
+5,986
|
New
|
|
|
11
|
Financial Harvest
Winter Park,
Florida
|
$297K
|
+$303K
|
+5,614
|
New
|
|
|
12
|
Versant Capital Management
Phoenix,
Arizona
|
$234K
|
+$239K
|
+4,430
|
New
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$95.1K
|
+$97.2K
|
+1,800
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$15.9K
|
+$16.2K
|
+300
|
New
|
|
|
15
|
|
–
|
-$2.12M
|
-40,252
|
Closed
|
|
