|
1
|
Alaska Permanent Fund
Juneau,
Alaska
|
$247M
|
+$9.89M
|
+346,741
|
+4%
|
|
|
2
|
JMG Financial Group
Downers Grove,
Illinois
|
$140M
|
+$8.31M
|
+291,197
|
+7%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$85.1M
|
+$16.2M
|
+568,558
|
+25%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$80.3M
|
+$2.7M
|
+94,607
|
+4%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$66.5M
|
+$8.13M
|
+284,984
|
+15%
|
|
|
6
|
Modera Wealth Management
Westwood,
New Jersey
|
$64.9M
|
+$7.67M
|
+268,804
|
+14%
|
|
|
7
|
Ritholtz Wealth Management
New York
|
$58.2M
|
+$1.52M
|
+53,204
|
+3%
|
|
|
8
|
Index Fund Advisors
Irvine,
California
|
$42.5M
|
+$2.98M
|
+104,517
|
+8%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$37.3M
|
+$114K
|
+4,012
|
+0.3%
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$36.6M
|
+$16.3M
|
+571,338
|
+89%
|
|
|
11
|
Cable Hill Partners
Portland,
Oregon
|
$30.8M
|
–
|
–
|
–
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$30.3M
|
-$567K
|
-19,873
|
-2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
+$16M
|
+562,333
|
+162%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$25.9M
|
+$1.89M
|
+66,254
|
+8%
|
|
|
15
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$24.7M
|
+$750K
|
+26,287
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24M
|
+$1.62M
|
+56,703
|
+8%
|
|
|
17
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$23.6M
|
+$470K
|
+16,479
|
+2%
|
|
|
18
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$22.7M
|
+$1.64M
|
+57,625
|
+8%
|
|
|
19
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$22.3M
|
+$3.29M
|
+115,274
|
+18%
|
|
|
20
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$21.9M
|
+$666K
|
+23,339
|
+3%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$21.8M
|
+$5.51M
|
+193,334
|
+36%
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
$20.8M
|
-$1.09M
|
-38,096
|
-5%
|
|
|
23
|
Seaside Wealth Management
Carlsbad,
California
|
$20.1M
|
+$333K
|
+11,662
|
+2%
|
|
|
24
|
Retirement Solution
Redmond,
Washington
|
$19.1M
|
+$30.3K
|
+1,061
|
+0.2%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$19M
|
+$2M
|
+70,201
|
+13%
|
|
