|
1
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$42.6M
|
+$1.18M
|
+20,757
|
+3%
|
|
|
2
|
Hemington Wealth Management
Falls Church,
Virginia
|
$39.4M
|
+$3.82M
|
+67,370
|
+11%
|
|
|
3
|
FMB Wealth Management
Westlake Village,
California
|
$19.8M
|
-$964
|
-17
|
-0%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$14.8M
|
+$93.7K
|
+1,653
|
+0.7%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$10.7M
|
+$1.53M
|
+27,015
|
+17%
|
|
|
6
|
Dimensional Fund Advisors
Austin,
Texas
|
$5.84M
|
–
|
–
|
–
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$5.22M
|
+$492K
|
+8,680
|
+11%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$4.75M
|
+$749K
|
+13,210
|
+19%
|
|
|
9
|
Schubert & Co
Mckinney,
Texas
|
$3.56M
|
+$1.34M
|
+23,639
|
+63%
|
|
|
10
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$3.06M
|
+$397K
|
+7,003
|
+15%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$3.04M
|
+$661K
|
+11,663
|
+29%
|
|
|
12
|
Financial Harvest
Winter Park,
Florida
|
$3M
|
+$682K
|
+12,021
|
+31%
|
|
|
13
|
Versant Capital Management
Phoenix,
Arizona
|
$1.86M
|
+$441K
|
+7,772
|
+32%
|
|
|
14
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.55M
|
+$73.9K
|
+1,303
|
+5%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.25M
|
+$453K
|
+7,989
|
+59%
|
|
|
16
|
BIP Wealth
Atlanta,
Georgia
|
$1.15M
|
+$258K
|
+4,544
|
+30%
|
|
|
17
|
VanderPol Investments
Caledonia,
Michigan
|
$993K
|
+$47.5K
|
+838
|
+5%
|
|
|
18
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$876K
|
+$186K
|
+3,277
|
+28%
|
|
|
19
|
Applied Capital
Little Rock,
Arkansas
|
$842K
|
+$61.5K
|
+1,085
|
+8%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$806K
|
+$169K
|
+2,987
|
+28%
|
|
|
21
|
Archvest Wealth Advisors
Concord,
California
|
$705K
|
+$684K
|
+12,067
|
New
|
|
|
22
|
Financial Symmetry
Raleigh,
North Carolina
|
$678K
|
+$86.6K
|
+1,528
|
+15%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$576K
|
-$146K
|
-2,580
|
-20%
|
|
|
24
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$563K
|
+$210K
|
+3,708
|
+63%
|
|
|
25
|
Vista Capital Partners
Portland,
Oregon
|
$541K
|
+$203K
|
+3,587
|
+63%
|
|
