|
1
|
Creative Planning
Overland Park,
Kansas
|
761 Mio. $
|
+7,65 Mio. $
|
+150.227
|
+1 %
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
688 Mio. $
|
-11,5 Mio. $
|
-226.746
|
-2 %
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
505 Mio. $
|
+24,3 Mio. $
|
+476.529
|
+5 %
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
333 Mio. $
|
-7,17 Mio. $
|
-140.867
|
-2 %
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
262 Mio. $
|
-2,83 Mio. $
|
-55.536
|
-1 %
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
258 Mio. $
|
-4,6 Mio. $
|
-90.315
|
-2 %
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
248 Mio. $
|
+16,9 Mio. $
|
+331.821
|
+8 %
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
176 Mio. $
|
+12,9 Mio. $
|
+253.917
|
+8 %
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
160 Mio. $
|
-1,06 Mio. $
|
-20.834
|
-0,7 %
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
129 Mio. $
|
+4,64 Mio. $
|
+91.093
|
+4 %
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
123 Mio. $
|
-29,5 Mio. $
|
-579.773
|
-20 %
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
122 Mio. $
|
+292.284 $
|
+5.739
|
+0,3 %
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
113 Mio. $
|
+3,54 Mio. $
|
+69.450
|
+3 %
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
102 Mio. $
|
-4,78 Mio. $
|
-93.901
|
-5 %
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
102 Mio. $
|
-607.639 $
|
-11.931
|
-0,6 %
|
|
|
16
|
Trust Company of the South
Greensboro,
North Carolina
|
96,9 Mio. $
|
+1,03 Mio. $
|
+20.307
|
+1 %
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
92 Mio. $
|
+993.684 $
|
+19.511
|
+1 %
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
89,7 Mio. $
|
-3,93 Mio. $
|
-77.121
|
-4 %
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
88,9 Mio. $
|
-536.949 $
|
-10.543
|
-0,6 %
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
83,8 Mio. $
|
+7,21 Mio. $
|
+141.640
|
+10 %
|
|
|
21
|
Plancorp LLC
Saint Louis,
Missouri
|
82,9 Mio. $
|
-3,18 Mio. $
|
-62.447
|
-4 %
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
82,8 Mio. $
|
+3,76 Mio. $
|
+73.811
|
+5 %
|
|
|
23
|
Abacus Wealth Partners
Santa Monica,
California
|
79,4 Mio. $
|
+7,74 Mio. $
|
+151.942
|
+12 %
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
75 Mio. $
|
+6,35 Mio. $
|
+124.642
|
+10 %
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
68,1 Mio. $
|
+12,6 Mio. $
|
+246.921
|
+24 %
|
|
