|
1
|
Creative Planning
Overland Park,
Kansas
|
USD 2291 M
|
+USD 123 M
|
+1,592,411
|
+6%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
USD 778 M
|
+USD 19.8 M
|
+255,958
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 562 M
|
+USD 15.7 M
|
+202,431
|
+3%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
USD 485 M
|
-USD 1.02 M
|
-13,200
|
-0.2%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 270 M
|
-USD 13.2 M
|
-170,510
|
-5%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
USD 269 M
|
+USD 5.02 M
|
+64,794
|
+2%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
USD 232 M
|
+USD 17.5 M
|
+225,900
|
+9%
|
|
|
8
|
Root Financial Partners
Encinitas,
California
|
USD 192 M
|
+USD 57.6 M
|
+743,237
|
+47%
|
|
|
9
|
Vise Technologies
New York
|
USD 184 M
|
+USD 75.9 M
|
+979,958
|
+78%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 154 M
|
+USD 11.8 M
|
+151,725
|
+9%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
USD 124 M
|
+USD 11.5 M
|
+147,845
|
+11%
|
|
|
12
|
Midwest Trust
Overland Park,
Kansas
|
USD 109 M
|
-USD 3.7 M
|
-47,811
|
-3%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
USD 105 M
|
+USD 14.5 M
|
+186,786
|
+17%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 103 M
|
+USD 2.76 M
|
+35,599
|
+3%
|
|
|
15
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
USD 102 M
|
+USD 14.9 M
|
+192,108
|
+18%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
USD 101 M
|
-USD 1.83 M
|
-23,580
|
-2%
|
|
|
17
|
Evanson Financial
Mclean,
Virginia
|
USD 100 M
|
+USD 94.3 M
|
+1,217,796
|
Nuevas
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 98.9 M
|
-USD 1.79 M
|
-23,060
|
-2%
|
|
|
19
|
Premier Financial Group
Eureka,
California
|
USD 97 M
|
-USD 307 k
|
-3,965
|
-0.3%
|
|
|
20
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
USD 94.7 M
|
+USD 4.15 M
|
+53,556
|
+5%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
USD 92.8 M
|
+USD 10.2 M
|
+131,271
|
+13%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
USD 92.8 M
|
+USD 7.72 M
|
+99,595
|
+10%
|
|
|
23
|
Washington Trust Bank
Spokane,
Washington
|
USD 91.9 M
|
-USD 1.97 M
|
-25,481
|
-2%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
USD 87.9 M
|
+USD 4.11 M
|
+53,114
|
+5%
|
|
|
25
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
USD 80.7 M
|
+USD 711 k
|
+9,180
|
+0.9%
|
|
