|
1
|
Alaska Permanent Fund
Juneau,
Alaska
|
$253M
|
–
|
–
|
–
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$202M
|
+$57.7M
|
+1,925,340
|
+41%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$160M
|
+$8.84M
|
+295,075
|
+6%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$106M
|
+$20.6M
|
+686,358
|
+25%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$91.5M
|
+$89M
|
+2,969,970
|
New
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$83M
|
+$49.6M
|
+1,654,905
|
+159%
|
|
|
7
|
Modera Wealth Management
Westwood,
New Jersey
|
$79M
|
+$6.5M
|
+216,965
|
+9%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$72.1M
|
-$5.15M
|
-171,765
|
-7%
|
|
|
9
|
Ritholtz Wealth Management
New York
|
$62.5M
|
+$2.13M
|
+71,175
|
+4%
|
|
|
10
|
Index Fund Advisors
Irvine,
California
|
$55.7M
|
+$5.77M
|
+192,534
|
+12%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$55.1M
|
+$53.6M
|
+1,788,000
|
New
|
|
|
12
|
Arista Wealth Management
Las Vegas,
Nevada
|
$51M
|
+$2.52M
|
+84,167
|
+5%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$46.6M
|
+$15M
|
+502,065
|
+50%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$41.6M
|
+$6.17M
|
+205,731
|
+18%
|
|
|
15
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$38.3M
|
-$85.4K
|
-2,850
|
-0.2%
|
|
|
16
|
Cable Hill Partners
Portland,
Oregon
|
$37.2M
|
+$1.49M
|
+49,726
|
+4%
|
|
|
17
|
Root Financial Partners
Encinitas,
California
|
$34.9M
|
+$10.1M
|
+337,550
|
+42%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$31.9M
|
+$2.94M
|
+98,138
|
+10%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.7M
|
+$8.68M
|
+289,664
|
+41%
|
|
|
20
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$30.1M
|
+$4.53M
|
+151,021
|
+18%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$29.8M
|
+$13.5M
|
+451,362
|
+88%
|
|
|
22
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$29.7M
|
+$1.95M
|
+64,989
|
+7%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.8M
|
+$388K
|
+12,954
|
+2%
|
|
|
24
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$25.5M
|
+$746K
|
+24,903
|
+3%
|
|
|
25
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$25.4M
|
+$1.44M
|
+48,046
|
+6%
|
|
