|
1
|
Alaska Permanent Fund
Juneau,
Alaska
|
$168M
|
+$107M
|
+4,061,125
|
+158%
|
|
|
2
|
JMG Financial Group
Downers Grove,
Illinois
|
$117M
|
+$5.78M
|
+219,179
|
+5%
|
|
|
3
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$96M
|
+$94.6M
|
+3,585,404
|
+6,538%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$61.4M
|
+$63.8M
|
+2,417,994
|
+64,155%
|
|
|
5
|
Ritholtz Wealth Management
New York
|
$46.2M
|
+$2.73M
|
+103,404
|
+6%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$43.7M
|
+$5.56M
|
+210,903
|
+14%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$37.6M
|
+$13.7M
|
+517,821
|
+54%
|
|
|
8
|
Modera Wealth Management
Westwood,
New Jersey
|
$34.5M
|
+$7.27M
|
+275,517
|
+25%
|
|
|
9
|
Pathstone Family Office
Englewood,
New Jersey
|
$27.3M
|
+$1.79M
|
+67,913
|
+7%
|
|
|
10
|
Index Fund Advisors
Irvine,
California
|
$25M
|
+$3.5M
|
+132,590
|
+16%
|
|
|
11
|
Cable Hill Partners
Portland,
Oregon
|
$24.8M
|
+$18.6M
|
+703,171
|
+254%
|
|
|
12
|
Arista Wealth Management
Las Vegas,
Nevada
|
$23.2M
|
+$2.73M
|
+103,493
|
+13%
|
|
|
13
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$19.3M
|
+$1M
|
+38,060
|
+5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.8M
|
+$2.84M
|
+107,629
|
+17%
|
|
|
15
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$18.5M
|
+$1.23M
|
+46,796
|
+7%
|
|
|
16
|
Seaside Wealth Management
Carlsbad,
California
|
$17.5M
|
+$854K
|
+32,386
|
+5%
|
|
|
17
|
Truepoint Inc
Cincinnati,
Ohio
|
$17.5M
|
-$489K
|
-18,520
|
-3%
|
|
|
18
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$16.4M
|
+$2.5M
|
+94,764
|
+17%
|
|
|
19
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$16.4M
|
+$696K
|
+26,397
|
+4%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$15.7M
|
+$694K
|
+26,315
|
+4%
|
|
|
21
|
Retirement Solution
Redmond,
Washington
|
$15.6M
|
+$702K
|
+26,617
|
+5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$15.5M
|
+$527K
|
+19,971
|
+3%
|
|
|
23
|
BetterWealth
San Jose,
California
|
$15M
|
-$88.2K
|
-3,343
|
-0.6%
|
|
|
24
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.6M
|
+$3.33M
|
+126,088
|
+31%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.9M
|
+$198K
|
+7,520
|
+1%
|
|
