|
1
|
|
1,42 Mrd. $
|
+21,6 Mio. $
|
+466.294
|
+787 %
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
555 Mio. $
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
549 Mio. $
|
-37,8 Mio. $
|
-815.998
|
-6 %
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
359 Mio. $
|
-5,45 Mio. $
|
-117.451
|
-1 %
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
272 Mio. $
|
+14,5 Mio. $
|
+312.530
|
+5 %
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
209 Mio. $
|
+61,3 Mio. $
|
+1.322.543
|
+39 %
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
181 Mio. $
|
-3,95 Mio. $
|
-85.168
|
-2 %
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
141 Mio. $
|
-881.965 $
|
-19.022
|
-0,6 %
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
130 Mio. $
|
+8,36 Mio. $
|
+180.407
|
+7 %
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
121 Mio. $
|
+1,53 Mio. $
|
+32.976
|
+1 %
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
112 Mio. $
|
-3,16 Mio. $
|
-68.123
|
-3 %
|
|
|
12
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
110 Mio. $
|
-864.763 $
|
-18.651
|
-0,8 %
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
77,5 Mio. $
|
-683.010 $
|
-14.731
|
-0,8 %
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
75,9 Mio. $
|
-2,45 Mio. $
|
-52.750
|
-3 %
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
73,6 Mio. $
|
+2,08 Mio. $
|
+44.906
|
+3 %
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
72,7 Mio. $
|
+3,75 Mio. $
|
+80.869
|
+5 %
|
|
|
17
|
Resource Consulting Group
Orlando,
Florida
|
69 Mio. $
|
-951.652 $
|
-20.525
|
-1 %
|
|
|
18
|
Abacus Wealth Partners
Santa Monica,
California
|
58,6 Mio. $
|
+534.594 $
|
+11.530
|
+0,8 %
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
51,6 Mio. $
|
-197.192 $
|
-4.253
|
-0,4 %
|
|
|
20
|
MBB Public Markets
Chicago,
Illinois
|
47,5 Mio. $
|
+927.310 $
|
+20.000
|
+2 %
|
|
|
21
|
Team Hewins
Redwood City,
California
|
45,7 Mio. $
|
-927.542 $
|
-20.005
|
-2 %
|
|
|
22
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
41,2 Mio. $
|
+788.584 $
|
+17.008
|
+2 %
|
|
|
23
|
Modera Wealth Management
Westwood,
New Jersey
|
41,1 Mio. $
|
-16,7 Mio. $
|
-360.820
|
-28 %
|
|
|
24
|
Bayshore Asset Management
Coral Gables,
Florida
|
39 Mio. $
|
+585.689 $
|
+12.632
|
+1 %
|
|
|
25
|
Capital Performance Advisors
Walnut Creek,
California
|
36,6 Mio. $
|
+145.031 $
|
+3.128
|
+0,4 %
|
|
