|
1
|
Creative Planning
Overland Park,
Kansas
|
USD 473 M
|
+USD 42.1 M
|
+817,727
|
+10%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
USD 349 M
|
-USD 3.26 M
|
-63,383
|
-0.9%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
USD 285 M
|
+USD 6.51 M
|
+126,372
|
+2%
|
|
|
4
|
Alaska Permanent Fund
Juneau,
Alaska
|
USD 137 M
|
+USD 138 M
|
+2,685,975
|
Nuevas
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
USD 134 M
|
-USD 1.34 M
|
-26,112
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 113 M
|
+USD 5.57 M
|
+108,117
|
+5%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
USD 93.6 M
|
+USD 3.47 M
|
+67,358
|
+4%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
USD 79.8 M
|
-USD 181 k
|
-3,508
|
-0.2%
|
|
|
9
|
Resource Consulting Group
Orlando,
Florida
|
USD 73.6 M
|
+USD 722 k
|
+14,024
|
+1%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
USD 54.8 M
|
+USD 1.58 M
|
+30,690
|
+3%
|
|
|
11
|
Beaird Harris Wealth Management
Dallas,
Texas
|
USD 47.2 M
|
+USD 1.71 M
|
+33,234
|
+4%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
USD 40.9 M
|
+USD 3.46 M
|
+67,257
|
+9%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
USD 37.2 M
|
+USD 11.3 M
|
+219,753
|
+43%
|
|
|
14
|
ML&R Wealth Management
Austin,
Texas
|
USD 34.1 M
|
+USD 2.64 M
|
+51,258
|
+8%
|
|
|
15
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
USD 32.3 M
|
+USD 11.6 M
|
+224,469
|
+55%
|
|
|
16
|
Dixon Fnancial Services
Lafayette,
California
|
USD 31.2 M
|
-USD 6.74 k
|
-131
|
-0%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
USD 30.6 M
|
+USD 96.5 k
|
+1,875
|
+0.3%
|
|
|
18
|
Comerica Bank
Dallas,
Texas
|
USD 30 M
|
+USD 1.1 M
|
+21,385
|
+4%
|
|
|
19
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
USD 29.4 M
|
+USD 1.12 M
|
+21,832
|
+4%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
USD 28.9 M
|
+USD 29.1 M
|
+565,864
|
Nuevas
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
USD 28.6 M
|
-USD 8.14 M
|
-158,090
|
-22%
|
|
|
22
|
Foster Group
West Des Moines,
Iowa
|
USD 28.2 M
|
-USD 1.05 M
|
-20,342
|
-4%
|
|
|
23
|
Bouchey Financial Group
Troy,
New York
|
USD 27.8 M
|
+USD 1.86 M
|
+36,174
|
+7%
|
|
|
24
|
Choreo LLC
Rockford,
Illinois
|
USD 27.8 M
|
-USD 272 k
|
-5,279
|
-1%
|
|
|
25
|
Heritage Investment Group
Pompano Beach,
Florida
|
USD 26.4 M
|
-USD 925 k
|
-17,975
|
-3%
|
|
