|
1
|
Alaska Permanent Fund
Juneau,
Alaska
|
$260M
|
–
|
–
|
–
|
|
|
2
|
JMG Financial Group
Downers Grove,
Illinois
|
$141M
|
+$7.06M
|
+243,430
|
+5%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$134M
|
+$52.8M
|
+1,818,171
|
+64%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$79M
|
+$15.5M
|
+533,919
|
+24%
|
|
|
5
|
EP Wealth Advisors
Torrance,
California
|
$72.3M
|
-$4.5M
|
-154,958
|
-6%
|
|
|
6
|
Modera Wealth Management
Westwood,
New Jersey
|
$67.6M
|
+$5.57M
|
+192,043
|
+9%
|
|
|
7
|
Ritholtz Wealth Management
New York
|
$56.4M
|
+$704K
|
+24,269
|
+1%
|
|
|
8
|
Index Fund Advisors
Irvine,
California
|
$46.5M
|
+$5.96M
|
+205,364
|
+15%
|
|
|
9
|
Arista Wealth Management
Las Vegas,
Nevada
|
$45.2M
|
+$31.4M
|
+1,083,193
|
+222%
|
|
|
10
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$42.7M
|
+$7.74M
|
+266,817
|
+22%
|
|
|
11
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$35.9M
|
+$205K
|
+7,078
|
+0.6%
|
|
|
12
|
Cable Hill Partners
Portland,
Oregon
|
$33.3M
|
+$2.05M
|
+70,470
|
+6%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$33M
|
+$6.85M
|
+235,929
|
+26%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$29.9M
|
+$917K
|
+31,606
|
+3%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$29.1M
|
+$20M
|
+690,381
|
+215%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$27M
|
+$2.26M
|
+77,811
|
+9%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$25.9M
|
+$4.62M
|
+159,030
|
+21%
|
|
|
18
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$23.9M
|
+$258K
|
+8,897
|
+1%
|
|
|
19
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$23.8M
|
+$3.01M
|
+103,768
|
+14%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.8M
|
+$817K
|
+28,168
|
+4%
|
|
|
21
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$23.1M
|
+$533K
|
+18,351
|
+2%
|
|
|
22
|
Root Financial Partners
Encinitas,
California
|
$22.9M
|
+$6.27M
|
+216,182
|
+37%
|
|
|
23
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$22.4M
|
+$641K
|
+22,088
|
+3%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$21.2M
|
+$3.01M
|
+103,786
|
+16%
|
|
|
25
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$20.9M
|
-$47.3K
|
-1,629
|
-0.2%
|
|
