|
1
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$33.8M
|
+$1.42M
|
+26,735
|
+4%
|
|
|
2
|
Hemington Wealth Management
Falls Church,
Virginia
|
$26.3M
|
+$27.7M
|
+523,768
|
New
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$17.7M
|
+$18.6M
|
+351,715
|
New
|
|
|
4
|
FMB Wealth Management
Westlake Village,
California
|
$17.1M
|
-$1.02M
|
-19,175
|
-5%
|
|
|
5
|
Dimensional Fund Advisors
Austin,
Texas
|
$5.03M
|
–
|
–
|
–
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$5.02M
|
+$3.19M
|
+60,297
|
+152%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$3.41M
|
+$3.59M
|
+67,770
|
New
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$3.28M
|
+$3.45M
|
+65,191
|
New
|
|
|
9
|
Versant Capital Management
Phoenix,
Arizona
|
$2.44M
|
+$2.33M
|
+44,029
|
+994%
|
|
|
10
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$940K
|
+$647K
|
+12,215
|
+188%
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$728K
|
+$450K
|
+8,496
|
+142%
|
|
|
12
|
VanderPol Investments
Caledonia,
Michigan
|
$628K
|
+$107K
|
+2,013
|
+19%
|
|
|
13
|
Applied Capital
Little Rock,
Arkansas
|
$566K
|
+$93.5K
|
+1,766
|
+19%
|
|
|
14
|
Financial Symmetry
Raleigh,
North Carolina
|
$527K
|
+$555K
|
+10,479
|
New
|
|
|
15
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$478K
|
+$504K
|
+9,520
|
New
|
|
|
16
|
|
$470K
|
+$495K
|
+9,344
|
New
|
|
|
17
|
American Investment Services
Great Barrington,
Massachusetts
|
$421K
|
+$443K
|
+8,370
|
New
|
|
|
18
|
Cardiff Park Advisors
Carlsbad,
California
|
$421K
|
–
|
–
|
–
|
|
|
19
|
BIP Wealth
Atlanta,
Georgia
|
$258K
|
+$272K
|
+5,139
|
New
|
|
|
20
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$240K
|
+$253K
|
+4,772
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$203K
|
+$214K
|
+4,033
|
New
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$90.8K
|
–
|
–
|
–
|
|
|
23
|
Raffa Wealth Management
Washington,
District of Columbia
|
$82K
|
+$86.4K
|
+1,632
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.22K
|
-$12.5K
|
-236
|
-79%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$982K
|
-18,588
|
Closed
|
|
