|
1
|
Creative Planning
Overland Park,
Kansas
|
578 Mio. $
|
+165 Mio. $
|
+3.753.445
|
+40 %
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
555 Mio. $
|
+29,7 Mio. $
|
+676.655
|
+6 %
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
360 Mio. $
|
-8,95 Mio. $
|
-203.796
|
-2 %
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
255 Mio. $
|
+5,85 Mio. $
|
+133.220
|
+2 %
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
182 Mio. $
|
+12,6 Mio. $
|
+286.949
|
+7 %
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
148 Mio. $
|
+2,01 Mio. $
|
+45.708
|
+1 %
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
140 Mio. $
|
+7,06 Mio. $
|
+160.759
|
+5 %
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
121 Mio. $
|
-100 Mio. $
|
-2.286.876
|
-45 %
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
118 Mio. $
|
+118 Mio. $
|
+2.693.347
|
Neu
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
113 Mio. $
|
-866.615 $
|
-19.730
|
-0,8 %
|
|
|
11
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
109 Mio. $
|
-1,2 Mio. $
|
-27.282
|
-1 %
|
|
|
12
|
Equius Partners
Novato,
California
|
91,1 Mio. $
|
-3,06 Mio. $
|
-69.653
|
-3 %
|
|
|
13
|
Truepoint Inc
Cincinnati,
Ohio
|
77,3 Mio. $
|
-2,24 Mio. $
|
-51.048
|
-3 %
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
77,2 Mio. $
|
-864.770 $
|
-19.688
|
-1 %
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
70,7 Mio. $
|
+240.394 $
|
+5.473
|
+0,3 %
|
|
|
16
|
Resource Consulting Group
Orlando,
Florida
|
69,1 Mio. $
|
-552.516 $
|
-12.579
|
-0,8 %
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
68,2 Mio. $
|
+6,73 Mio. $
|
+153.147
|
+11 %
|
|
|
18
|
Abacus Wealth Partners
Santa Monica,
California
|
59,8 Mio. $
|
+2,07 Mio. $
|
+47.205
|
+4 %
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
56,5 Mio. $
|
+13,5 Mio. $
|
+308.022
|
+32 %
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
51,1 Mio. $
|
+461.946 $
|
+10.517
|
+0,9 %
|
|
|
21
|
Quantitative Advantage
Minnetonka,
Minnesota
|
48,9 Mio. $
|
-1,12 Mio. $
|
-25.478
|
-2 %
|
|
|
22
|
MBB Public Markets
Chicago,
Illinois
|
46 Mio. $
|
+1,32 Mio. $
|
+30.000
|
+3 %
|
|
|
23
|
Team Hewins
Redwood City,
California
|
46 Mio. $
|
+46 Mio. $
|
+1.046.474
|
Neu
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
43,5 Mio. $
|
+3,53 Mio. $
|
+80.423
|
+9 %
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
40,4 Mio. $
|
+11,3 Mio. $
|
+258.114
|
+39 %
|
|
