|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$155M
|
+$10.3M
|
+417,725
|
+7%
|
|
|
2
|
Alaska Permanent Fund
Juneau,
Alaska
|
$139M
|
+$139M
|
+5,612,493
|
New
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$92.6M
|
+$92.4M
|
+3,736,621
|
New
|
|
|
4
|
Pathstone Family Office
Englewood,
New Jersey
|
$49.1M
|
+$3.91M
|
+157,994
|
+9%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$38.2M
|
+$38.1M
|
+1,542,879
|
New
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$25.7M
|
+$25.7M
|
+1,038,765
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24M
|
+$24M
|
+968,902
|
New
|
|
|
8
|
Truepoint Inc
Cincinnati,
Ohio
|
$19.7M
|
-$4.67M
|
-188,772
|
-19%
|
|
|
9
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$15.9M
|
+$1.07M
|
+43,314
|
+7%
|
|
|
10
|
|
$15.6M
|
+$15.5M
|
+627,938
|
New
|
|
|
11
|
Index Fund Advisors
Irvine,
California
|
$14.6M
|
+$5.38M
|
+217,412
|
+59%
|
|
|
12
|
BetterWealth
San Jose,
California
|
$14.2M
|
+$687K
|
+27,779
|
+5%
|
|
|
13
|
Aveo Capital Partners
Englewood,
Colorado
|
$12.7M
|
+$5.17M
|
+209,149
|
+69%
|
|
|
14
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$12.4M
|
+$480K
|
+19,393
|
+4%
|
|
|
15
|
Hassell Wealth Management
Houma,
Louisiana
|
$11M
|
+$10.3M
|
+415,894
|
New
|
|
|
16
|
3D/L Capital Management
Hartford,
Connecticut
|
$10.2M
|
+$290K
|
+11,720
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.02M
|
+$4.03M
|
+162,932
|
+81%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$8.32M
|
+$8.3M
|
+335,772
|
New
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$7.56M
|
+$7.55M
|
+305,343
|
New
|
|
|
20
|
Cardiff Park Advisors
Carlsbad,
California
|
$7.56M
|
+$960K
|
+38,829
|
+15%
|
|
|
21
|
Vance Wealth
Santa Clarita,
California
|
$6.11M
|
+$6.1M
|
+246,868
|
New
|
|
|
22
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$6.02M
|
+$6.01M
|
+243,192
|
New
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.99M
|
+$1.84M
|
+74,417
|
+44%
|
|
|
24
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$5.99M
|
+$5.98M
|
+241,709
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$5.43M
|
+$4.82M
|
+194,821
|
+797%
|
|
