|
1
|
Index Fund Advisors
Irvine,
California
|
USD 412 M
|
+USD 415 M
|
+6,866,013
|
Nuevas
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
USD 395 M
|
+USD 37.2 M
|
+616,678
|
+10%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
USD 156 M
|
-USD 702 k
|
-11,625
|
-0.4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 122 M
|
+USD 2.09 M
|
+34,690
|
+2%
|
|
|
5
|
TCI Wealth Advisors
Tucson,
Arizona
|
USD 105 M
|
+USD 3.66 M
|
+60,601
|
+4%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
USD 93.7 M
|
-USD 1.62 M
|
-26,789
|
-2%
|
|
|
7
|
Resource Consulting Group
Orlando,
Florida
|
USD 82 M
|
+USD 82.5 M
|
+1,366,430
|
Nuevas
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
USD 62.2 M
|
+USD 491 k
|
+8,124
|
+0.8%
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
USD 41.2 M
|
+USD 658 k
|
+10,898
|
+2%
|
|
|
10
|
ML&R Wealth Management
Austin,
Texas
|
USD 37.2 M
|
+USD 37.4 M
|
+619,956
|
Nuevas
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
USD 37.1 M
|
-USD 430 k
|
-7,126
|
-1%
|
|
|
12
|
Dixon Fnancial Services
Lafayette,
California
|
USD 37.1 M
|
+USD 37.3 M
|
+617,618
|
Nuevas
|
|
|
13
|
Foster Group
West Des Moines,
Iowa
|
USD 36.2 M
|
-USD 1.01 M
|
-16,739
|
-3%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
USD 34 M
|
-USD 381 k
|
-6,314
|
-1%
|
|
|
15
|
Modera Wealth Management
Westwood,
New Jersey
|
USD 33.3 M
|
+USD 3.03 M
|
+50,091
|
+10%
|
|
|
16
|
Heritage Investment Group
Pompano Beach,
Florida
|
USD 33.1 M
|
+USD 33.3 M
|
+551,115
|
Nuevas
|
|
|
17
|
Beaird Harris Wealth Management
Dallas,
Texas
|
USD 32.4 M
|
+USD 32.6 M
|
+539,338
|
Nuevas
|
|
|
18
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
USD 32.1 M
|
+USD 32.3 M
|
+535,178
|
Nuevas
|
|
|
19
|
Carlson Capital Management
Northfield,
Minnesota
|
USD 26.9 M
|
-USD 2.15 M
|
-35,643
|
-7%
|
|
|
20
|
Dowling & Yahnke
San Diego,
California
|
USD 26.8 M
|
-USD 1.36 M
|
-22,562
|
-5%
|
|
|
21
|
Adero Partners
Pleasanton,
California
|
USD 26.5 M
|
+USD 1.23 M
|
+20,416
|
+5%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
USD 25 M
|
+USD 2.95 M
|
+48,837
|
+12%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 21.6 M
|
+USD 3.05 M
|
+50,561
|
+16%
|
|
|
24
|
McLean Asset Management
Tysons,
Virginia
|
USD 20.5 M
|
-USD 1.35 M
|
-22,338
|
-6%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
USD 19.9 M
|
+USD 20 M
|
+331,608
|
Nuevas
|
|
