|
1
|
Merriman Wealth Management
Seattle,
Washington
|
127 Mio. $
|
+2,39 Mio. $
|
+99.905
|
+2 %
|
|
|
2
|
Truepoint Inc
Cincinnati,
Ohio
|
21,5 Mio. $
|
+5,55 Mio. $
|
+231.654
|
+31 %
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
19,9 Mio. $
|
+21,8 Mio. $
|
+912.280
|
Neu
|
|
|
4
|
|
16,8 Mio. $
|
+5,84 Mio. $
|
+244.062
|
+46 %
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
13 Mio. $
|
+9,7 Mio. $
|
+405.462
|
+211 %
|
|
|
6
|
BetterWealth
San Jose,
California
|
11,8 Mio. $
|
+611.588 $
|
+25.547
|
+5 %
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
10,6 Mio. $
|
+11,6 Mio. $
|
+486.094
|
Neu
|
|
|
8
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
10,5 Mio. $
|
+11,5 Mio. $
|
+482.098
|
Neu
|
|
|
9
|
3D/L Capital Management
Hartford,
Connecticut
|
8,7 Mio. $
|
+142.968 $
|
+5.972
|
+2 %
|
|
|
10
|
Index Fund Advisors
Irvine,
California
|
8,06 Mio. $
|
+5,18 Mio. $
|
+216.470
|
+141 %
|
|
|
11
|
Aveo Capital Partners
Englewood,
Colorado
|
6,64 Mio. $
|
+1,01 Mio. $
|
+41.998
|
+16 %
|
|
|
12
|
Cardiff Park Advisors
Carlsbad,
California
|
5,8 Mio. $
|
+6,25 Mio. $
|
+261.181
|
+5.162 %
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
4,38 Mio. $
|
+4,36 Mio. $
|
+181.949
|
+948 %
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
3,98 Mio. $
|
+1,72 Mio. $
|
+71.754
|
+75 %
|
|
|
15
|
Advisory Services & Investments
Bend,
Oregon
|
3,56 Mio. $
|
+955.314 $
|
+39.905
|
+32 %
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
3,2 Mio. $
|
+781.918 $
|
+32.662
|
+35 %
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
3,09 Mio. $
|
+65.523 $
|
+2.737
|
+2 %
|
|
|
18
|
|
2,84 Mio. $
|
+1,07 Mio. $
|
+44.888
|
+53 %
|
|
|
19
|
Dimensional Fund Advisors
Austin,
Texas
|
2,51 Mio. $
|
–
|
–
|
–
|
|
|
20
|
Total Wealth Planning
Cincinnati,
Ohio
|
2,42 Mio. $
|
+1,49 Mio. $
|
+62.261
|
+127 %
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
2,22 Mio. $
|
+427.300 $
|
+17.849
|
+21 %
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
2,19 Mio. $
|
+2,4 Mio. $
|
+100.361
|
Neu
|
|
|
23
|
Fure Financial Corporation
Bloomington,
Minnesota
|
1,93 Mio. $
|
+2,12 Mio. $
|
+88.708
|
Neu
|
|
|
24
|
Equius Partners
Novato,
California
|
1,92 Mio. $
|
+510.418 $
|
+21.321
|
+32 %
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
1,89 Mio. $
|
+2,07 Mio. $
|
+86.600
|
Neu
|
|
