|
1
|
Creative Planning
Overland Park,
Kansas
|
USD 1289 M
|
+USD 204 M
|
+3,407,436
|
+20%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
USD 500 M
|
-USD 7.51 M
|
-125,217
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 396 M
|
+USD 50.5 M
|
+841,620
|
+16%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
USD 371 M
|
-USD 1.5 M
|
-24,974
|
-0.4%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 196 M
|
+USD 23.4 M
|
+390,130
|
+15%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
USD 178 M
|
+USD 7.79 M
|
+129,968
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 157 M
|
+USD 1.12 M
|
+18,649
|
+0.8%
|
|
|
8
|
TCI Wealth Advisors
Tucson,
Arizona
|
USD 151 M
|
-USD 5.36 M
|
-89,424
|
-4%
|
|
|
9
|
Midwest Trust
Overland Park,
Kansas
|
USD 119 M
|
+USD 112 M
|
+1,873,337
|
Nuevas
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
USD 87 M
|
-USD 2.03 M
|
-33,899
|
-2%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
USD 83.8 M
|
-USD 2.23 M
|
-37,190
|
-3%
|
|
|
12
|
First Command Advisory Services
Fort Worth,
Texas
|
USD 77.7 M
|
+USD 4.14 M
|
+69,113
|
+6%
|
|
|
13
|
Premier Financial Group
Eureka,
California
|
USD 76.3 M
|
+USD 69.5 M
|
+1,160,110
|
Nuevas
|
|
|
14
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
USD 75.4 M
|
+USD 1.5 M
|
+25,009
|
+2%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
USD 68.8 M
|
+USD 238 k
|
+3,969
|
+0.4%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
USD 64.8 M
|
-USD 377 k
|
-6,297
|
-0.6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 61.5 M
|
+USD 7.61 M
|
+126,938
|
+15%
|
|
|
18
|
Sageworth Trust
Lancaster,
Pennsylvania
|
USD 61.4 M
|
-USD 833 k
|
-13,891
|
-1%
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
USD 60.8 M
|
+USD 3.91 M
|
+65,301
|
+7%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
USD 60.5 M
|
-USD 1.34 M
|
-22,293
|
-2%
|
|
|
21
|
Brown Advisory
Baltimore,
Maryland
|
USD 58.1 M
|
-USD 980 k
|
-16,340
|
-2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
USD 57.7 M
|
-USD 7.06 M
|
-117,780
|
-12%
|
|
|
23
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
USD 56.4 M
|
+USD 2.2 M
|
+36,637
|
+4%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 56.2 M
|
+USD 2.62 M
|
+43,715
|
+5%
|
|
|
25
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
USD 56.1 M
|
+USD 1.55 M
|
+25,864
|
+3%
|
|
