|
1
|
Dimensional Fund Advisors
Austin,
Texas
|
USD 233 M
|
–
|
–
|
–
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
USD 130 M
|
+USD 140 M
|
+5,749,117
|
Nuevas
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
USD 17 M
|
+USD 18.4 M
|
+754,255
|
Nuevas
|
|
|
4
|
|
USD 11.9 M
|
+USD 12.3 M
|
+503,236
|
+2,080%
|
|
|
5
|
BetterWealth
San Jose,
California
|
USD 11.7 M
|
+USD 12.7 M
|
+518,264
|
Nuevas
|
|
|
6
|
3D/L Capital Management
Hartford,
Connecticut
|
USD 8.87 M
|
+USD 9.6 M
|
+393,370
|
Nuevas
|
|
|
7
|
Aveo Capital Partners
Englewood,
Colorado
|
USD 5.93 M
|
+USD 4.96 M
|
+203,242
|
+341%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
USD 4.33 M
|
+USD 4.69 M
|
+192,054
|
Nuevas
|
|
|
9
|
Index Fund Advisors
Irvine,
California
|
USD 3.46 M
|
+USD 3.16 M
|
+129,356
|
+536%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
USD 3.14 M
|
+USD 3.4 M
|
+139,038
|
Nuevas
|
|
|
11
|
Advisory Services & Investments
Bend,
Oregon
|
USD 2.79 M
|
+USD 3.02 M
|
+123,651
|
Nuevas
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
USD 2.35 M
|
+USD 2.31 M
|
+94,518
|
Nuevas
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 2.21 M
|
+USD 2.32 M
|
+94,984
|
+11,903%
|
|
|
14
|
|
USD 1.92 M
|
+USD 2.08 M
|
+85,279
|
Nuevas
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
USD 1.9 M
|
+USD 1.79 M
|
+73,149
|
+663%
|
|
|
16
|
Equius Partners
Novato,
California
|
USD 1.51 M
|
+USD 1.4 M
|
+57,414
|
+603%
|
|
|
17
|
Relative Value Partners Group
|
USD 1.34 M
|
+USD 1.32 M
|
+54,049
|
Nuevas
|
|
|
18
|
Global Trust Asset Management
West Palm Beach,
Florida
|
USD 1.21 M
|
+USD 1.31 M
|
+53,810
|
Nuevas
|
|
|
19
|
Total Wealth Planning
Cincinnati,
Ohio
|
USD 1.1 M
|
+USD 1.19 M
|
+48,873
|
Nuevas
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 1.01 M
|
+USD 1.09 M
|
+44,838
|
Nuevas
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
USD 984 k
|
+USD 1.06 M
|
+43,601
|
Nuevas
|
|
|
22
|
Cahill Wealth Management
Portage,
Michigan
|
USD 859 k
|
+USD 930 k
|
+38,082
|
Nuevas
|
|
|
23
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
USD 823 k
|
+USD 890 k
|
+36,459
|
Nuevas
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
USD 583 k
|
+USD 629 k
|
+25,776
|
Nuevas
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
USD 558 k
|
+USD 604 k
|
+24,723
|
Nuevas
|
|
