|
1
|
Dimensional Fund Advisors
Austin,
Texas
|
US$ 233 mi
|
–
|
–
|
–
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
US$ 130 mi
|
+US$ 140 mi
|
+5.749.117
|
Nova
|
|
|
3
|
Truepoint Inc
Cincinnati,
Ohio
|
US$ 17 mi
|
+US$ 18,4 mi
|
+754.255
|
Nova
|
|
|
4
|
|
US$ 11,9 mi
|
+US$ 12,3 mi
|
+503.236
|
+2.080%
|
|
|
5
|
BetterWealth
San Jose,
California
|
US$ 11,7 mi
|
+US$ 12,7 mi
|
+518.264
|
Nova
|
|
|
6
|
3D/L Capital Management
Hartford,
Connecticut
|
US$ 8,87 mi
|
+US$ 9,6 mi
|
+393.370
|
Nova
|
|
|
7
|
Aveo Capital Partners
Englewood,
Colorado
|
US$ 5,93 mi
|
+US$ 4,96 mi
|
+203.242
|
+341%
|
|
|
8
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$ 4,33 mi
|
+US$ 4,69 mi
|
+192.054
|
Nova
|
|
|
9
|
Index Fund Advisors
Irvine,
California
|
US$ 3,46 mi
|
+US$ 3,16 mi
|
+129.356
|
+536%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$ 3,14 mi
|
+US$ 3,4 mi
|
+139.038
|
Nova
|
|
|
11
|
Advisory Services & Investments
Bend,
Oregon
|
US$ 2,79 mi
|
+US$ 3,02 mi
|
+123.651
|
Nova
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
US$ 2,35 mi
|
+US$ 2,31 mi
|
+94.518
|
Nova
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$ 2,21 mi
|
+US$ 2,32 mi
|
+94.984
|
+11.903%
|
|
|
14
|
|
US$ 1,92 mi
|
+US$ 2,08 mi
|
+85.279
|
Nova
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
US$ 1,9 mi
|
+US$ 1,79 mi
|
+73.149
|
+663%
|
|
|
16
|
Equius Partners
Novato,
California
|
US$ 1,51 mi
|
+US$ 1,4 mi
|
+57.414
|
+603%
|
|
|
17
|
Relative Value Partners Group
|
US$ 1,34 mi
|
+US$ 1,32 mi
|
+54.049
|
Nova
|
|
|
18
|
Global Trust Asset Management
West Palm Beach,
Florida
|
US$ 1,21 mi
|
+US$ 1,31 mi
|
+53.810
|
Nova
|
|
|
19
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$ 1,1 mi
|
+US$ 1,19 mi
|
+48.873
|
Nova
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 1,01 mi
|
+US$ 1,09 mi
|
+44.838
|
Nova
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$ 984 mil
|
+US$ 1,06 mi
|
+43.601
|
Nova
|
|
|
22
|
Cahill Wealth Management
Portage,
Michigan
|
US$ 859 mil
|
+US$ 930 mil
|
+38.082
|
Nova
|
|
|
23
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
US$ 823 mil
|
+US$ 890 mil
|
+36.459
|
Nova
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
US$ 583 mil
|
+US$ 629 mil
|
+25.776
|
Nova
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$ 558 mil
|
+US$ 604 mil
|
+24.723
|
Nova
|
|
