|
1
|
Merriman Wealth Management
Seattle,
Washington
|
$155M
|
-$1.24M
|
-47,215
|
-0.8%
|
|
|
2
|
JMG Financial Group
Downers Grove,
Illinois
|
$106M
|
+$14M
|
+532,867
|
+14%
|
|
|
3
|
Ritholtz Wealth Management
New York
|
$39.3M
|
+$862K
|
+32,892
|
+2%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$30.2M
|
+$4.51M
|
+171,916
|
+17%
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
$24.7M
|
-$26M
|
-992,541
|
-50%
|
|
|
6
|
Modera Wealth Management
Westwood,
New Jersey
|
$19.8M
|
+$20.8M
|
+793,750
|
New
|
|
|
7
|
Truepoint Inc
Cincinnati,
Ohio
|
$18.5M
|
-$1.4M
|
-53,370
|
-7%
|
|
|
8
|
Index Fund Advisors
Irvine,
California
|
$18.1M
|
+$3.63M
|
+138,440
|
+24%
|
|
|
9
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$17.1M
|
+$1.13M
|
+43,143
|
+7%
|
|
|
10
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$16.2M
|
+$10.7M
|
+409,515
|
+169%
|
|
|
11
|
BetterWealth
San Jose,
California
|
$14.6M
|
+$409K
|
+15,590
|
+3%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.5M
|
+$15.3M
|
+582,906
|
New
|
|
|
13
|
Aveo Capital Partners
Englewood,
Colorado
|
$14.3M
|
+$1.59M
|
+60,547
|
+12%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$14.1M
|
+$14.8M
|
+564,059
|
New
|
|
|
15
|
Retirement Solution
Redmond,
Washington
|
$14M
|
+$14.7M
|
+561,454
|
New
|
|
|
16
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$13.4M
|
+$963K
|
+36,730
|
+7%
|
|
|
17
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$12.7M
|
+$13.4M
|
+510,496
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.3M
|
-$12.5M
|
-475,293
|
-49%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$3.68M
|
+140,316
|
+42%
|
|
|
20
|
Hassell Wealth Management
Houma,
Louisiana
|
$11.4M
|
+$1.62M
|
+61,958
|
+15%
|
|
|
21
|
3D/L Capital Management
Hartford,
Connecticut
|
$9.82M
|
-$451K
|
-17,209
|
-4%
|
|
|
22
|
Vance Wealth
Santa Clarita,
California
|
$9.08M
|
+$3.07M
|
+117,317
|
+48%
|
|
|
23
|
Safeguard Investment Advisory Group
Corona,
California
|
$8.33M
|
+$8.75M
|
+334,075
|
New
|
|
|
24
|
Cardiff Park Advisors
Carlsbad,
California
|
$7.97M
|
+$383K
|
+14,628
|
+5%
|
|
|
25
|
Pinnacle Associates
New York
|
$7.5M
|
+$7.89M
|
+300,980
|
New
|
|
