|
1
|
Creative Planning
Overland Park,
Kansas
|
614 Mio. $
|
+39,9 Mio. $
|
+910.216
|
+7 %
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
596 Mio. $
|
+9,43 Mio. $
|
+214.969
|
+2 %
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
387 Mio. $
|
+97,8 Mio. $
|
+2.229.349
|
+36 %
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
371 Mio. $
|
-3,22 Mio. $
|
-73.465
|
-0,9 %
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
216 Mio. $
|
-1,25 Mio. $
|
-28.509
|
-0,6 %
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
150 Mio. $
|
+2,35 Mio. $
|
+53.479
|
+2 %
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
140 Mio. $
|
+3,56 Mio. $
|
+81.162
|
+3 %
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
128 Mio. $
|
+1,36 Mio. $
|
+31.051
|
+1 %
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
125 Mio. $
|
+10 Mio. $
|
+227.388
|
+9 %
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
114 Mio. $
|
-2,27 Mio. $
|
-51.770
|
-2 %
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
83 Mio. $
|
+6,8 Mio. $
|
+154.879
|
+9 %
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
80,5 Mio. $
|
-312.305 $
|
-7.116
|
-0,4 %
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
78,2 Mio. $
|
+1,4 Mio. $
|
+31.888
|
+2 %
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
78,1 Mio. $
|
-994.846 $
|
-22.668
|
-1 %
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
73,5 Mio. $
|
+1,48 Mio. $
|
+33.771
|
+2 %
|
|
|
16
|
Abacus Wealth Partners
Santa Monica,
California
|
63,5 Mio. $
|
-173.049 $
|
-3.943
|
-0,3 %
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
57,6 Mio. $
|
+20,5 Mio. $
|
+466.069
|
+60 %
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
57,1 Mio. $
|
+54,1 Mio. $
|
+1.231.849
|
Neu
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
54,4 Mio. $
|
+37,8 Mio. $
|
+861.927
|
+390 %
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
53,4 Mio. $
|
-357.509 $
|
-8.146
|
-0,7 %
|
|
|
21
|
MBB Public Markets
Chicago,
Illinois
|
49,5 Mio. $
|
–
|
–
|
–
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
49,1 Mio. $
|
+15 Mio. $
|
+341.683
|
+48 %
|
|
|
23
|
Team Hewins
Redwood City,
California
|
47,5 Mio. $
|
-118.541 $
|
-2.701
|
-0,3 %
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
44,9 Mio. $
|
+1,84 Mio. $
|
+41.823
|
+5 %
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
44 Mio. $
|
+1,54 Mio. $
|
+35.064
|
+4 %
|
|
