|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$127M
|
+$2.39M
|
+99,905
|
+2%
|
|
|
2
|
Truepoint Inc
Cincinnati,
Ohio
|
$21.5M
|
+$5.55M
|
+231,654
|
+31%
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
$19.9M
|
+$21.8M
|
+912,280
|
New
|
|
|
4
|
|
$16.8M
|
+$5.84M
|
+244,062
|
+46%
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$13M
|
+$9.71M
|
+405,462
|
+211%
|
|
|
6
|
BetterWealth
San Jose,
California
|
$11.8M
|
+$612K
|
+25,547
|
+5%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$10.6M
|
+$11.6M
|
+486,094
|
New
|
|
|
8
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$10.5M
|
+$11.5M
|
+482,098
|
New
|
|
|
9
|
3D/L Capital Management
Hartford,
Connecticut
|
$8.7M
|
+$143K
|
+5,972
|
+2%
|
|
|
10
|
Index Fund Advisors
Irvine,
California
|
$8.06M
|
+$5.18M
|
+216,470
|
+141%
|
|
|
11
|
Aveo Capital Partners
Englewood,
Colorado
|
$6.64M
|
+$1.01M
|
+41,998
|
+16%
|
|
|
12
|
Cardiff Park Advisors
Carlsbad,
California
|
$5.8M
|
+$6.25M
|
+261,181
|
+5,162%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.38M
|
+$4.36M
|
+181,949
|
+948%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.98M
|
+$1.72M
|
+71,754
|
+75%
|
|
|
15
|
Advisory Services & Investments
Bend,
Oregon
|
$3.56M
|
+$955K
|
+39,905
|
+32%
|
|
|
16
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.2M
|
+$782K
|
+32,662
|
+35%
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.09M
|
+$65.5K
|
+2,737
|
+2%
|
|
|
18
|
|
$2.84M
|
+$1.07M
|
+44,888
|
+53%
|
|
|
19
|
Dimensional Fund Advisors
Austin,
Texas
|
$2.51M
|
–
|
–
|
–
|
|
|
20
|
Total Wealth Planning
Cincinnati,
Ohio
|
$2.42M
|
+$1.49M
|
+62,261
|
+127%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$2.22M
|
+$427K
|
+17,849
|
+21%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$2.19M
|
+$2.4M
|
+100,361
|
New
|
|
|
23
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$1.93M
|
+$2.12M
|
+88,708
|
New
|
|
|
24
|
Equius Partners
Novato,
California
|
$1.92M
|
+$510K
|
+21,321
|
+32%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.89M
|
+$2.07M
|
+86,600
|
New
|
|
