|
1
|
JMG Financial Group
Downers Grove,
Illinois
|
$113M
|
+$3.34M
|
+136,489
|
+3%
|
|
|
2
|
Alaska Permanent Fund
Juneau,
Alaska
|
$66.1M
|
+$62.9M
|
+2,572,471
|
New
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$58.2M
|
–
|
–
|
–
|
|
|
4
|
Ritholtz Wealth Management
New York
|
$44.2M
|
+$3.51M
|
+143,621
|
+9%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$38.9M
|
+$7.41M
|
+302,799
|
+25%
|
|
|
6
|
Modera Wealth Management
Westwood,
New Jersey
|
$27.9M
|
+$7.13M
|
+291,516
|
+37%
|
|
|
7
|
Pathstone Family Office
Englewood,
New Jersey
|
$25.9M
|
+$450K
|
+18,408
|
+2%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$24.8M
|
+$17.2M
|
+702,518
|
+267%
|
|
|
9
|
Index Fund Advisors
Irvine,
California
|
$21.9M
|
+$3.09M
|
+126,271
|
+17%
|
|
|
10
|
Arista Wealth Management
Las Vegas,
Nevada
|
$20.8M
|
+$15.2M
|
+620,436
|
+326%
|
|
|
11
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$18.6M
|
+$980K
|
+40,062
|
+6%
|
|
|
12
|
Truepoint Inc
Cincinnati,
Ohio
|
$18.2M
|
-$889K
|
-36,323
|
-5%
|
|
|
13
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$17.6M
|
+$793K
|
+32,418
|
+5%
|
|
|
14
|
Seaside Wealth Management
Carlsbad,
California
|
$16.9M
|
+$16.1M
|
+656,691
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.3M
|
+$4.95M
|
+202,167
|
+47%
|
|
|
16
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$16M
|
+$2.7M
|
+110,566
|
+22%
|
|
|
17
|
BetterWealth
San Jose,
California
|
$15.3M
|
+$214K
|
+8,748
|
+1%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$15.2M
|
+$2.84M
|
+116,214
|
+24%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$15.2M
|
+$686K
|
+28,039
|
+5%
|
|
|
20
|
Retirement Solution
Redmond,
Washington
|
$15.2M
|
+$710K
|
+29,024
|
+5%
|
|
|
21
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$14.2M
|
+$363K
|
+14,830
|
+3%
|
|
|
22
|
Hassell Wealth Management
Houma,
Louisiana
|
$13.8M
|
+$1.09M
|
+44,622
|
+9%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.9M
|
-$1.98M
|
-81,022
|
-14%
|
|
|
24
|
Bridgeworth
Birmingham,
Alabama
|
$11.5M
|
+$3.96M
|
+161,837
|
+56%
|
|
|
25
|
Safeguard Investment Advisory Group
Corona,
California
|
$10.8M
|
+$2.15M
|
+87,729
|
+26%
|
|
