|
1
|
Creative Planning
Overland Park,
Kansas
|
USD 1553 M
|
+USD 164 M
|
+2,456,531
|
+12%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
USD 553 M
|
+USD 15.3 M
|
+229,914
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 452 M
|
+USD 26.2 M
|
+392,795
|
+6%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
USD 401 M
|
+USD 2.06 M
|
+30,872
|
+0.5%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 233 M
|
+USD 22.3 M
|
+333,978
|
+11%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
USD 202 M
|
+USD 10.5 M
|
+157,434
|
+6%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
USD 168 M
|
+USD 5.54 M
|
+83,050
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 110 M
|
-USD 57.5 M
|
-861,962
|
-35%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
USD 90.7 M
|
-USD 2.72 M
|
-40,811
|
-3%
|
|
|
10
|
Midwest Trust
Overland Park,
Kansas
|
USD 89.2 M
|
-USD 38 M
|
-569,840
|
-30%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
USD 87.7 M
|
-USD 2.32 M
|
-34,765
|
-3%
|
|
|
12
|
Premier Financial Group
Eureka,
California
|
USD 79 M
|
+USD 205 k
|
+3,067
|
+0.3%
|
|
|
13
|
First Command Advisory Services
Fort Worth,
Texas
|
USD 78.8 M
|
-USD 4.53 M
|
-67,855
|
-6%
|
|
|
14
|
Washington Trust Bank
Spokane,
Washington
|
USD 78.7 M
|
+USD 24.1 M
|
+361,707
|
+46%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
USD 78.5 M
|
+USD 4.48 M
|
+67,131
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 73.5 M
|
+USD 7.23 M
|
+108,303
|
+11%
|
|
|
17
|
Root Financial Partners
Encinitas,
California
|
USD 66.7 M
|
+USD 27.7 M
|
+415,058
|
+74%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 66.7 M
|
+USD 6.18 M
|
+92,575
|
+11%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
USD 66.2 M
|
+USD 1.18 M
|
+17,614
|
+2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
USD 65.4 M
|
-USD 4.12 M
|
-61,731
|
-6%
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
USD 65.3 M
|
+USD 36.5 k
|
+547
|
+0.1%
|
|
|
22
|
Sageworth Trust
Lancaster,
Pennsylvania
|
USD 65 M
|
-USD 965 k
|
-14,462
|
-2%
|
|
|
23
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
USD 64.7 M
|
+USD 4.07 M
|
+60,950
|
+7%
|
|
|
24
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
USD 63.9 M
|
+USD 3.52 M
|
+52,767
|
+6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
USD 59.5 M
|
+USD 3.43 M
|
+51,376
|
+6%
|
|
