|
1
|
Creative Planning
Overland Park,
Kansas
|
USD 1730 M
|
+USD 148 M
|
+2,150,710
|
+9%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
USD 565 M
|
+USD 1.63 M
|
+23,636
|
+0.3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 462 M
|
+USD 1.54 M
|
+22,323
|
+0.3%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
USD 407 M
|
-USD 843 k
|
-12,235
|
-0.2%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 245 M
|
+USD 7.88 M
|
+114,288
|
+3%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
USD 216 M
|
+USD 10.9 M
|
+158,090
|
+5%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
USD 178 M
|
+USD 6.86 M
|
+99,453
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 108 M
|
-USD 3.54 M
|
-51,323
|
-3%
|
|
|
9
|
Midwest Trust
Overland Park,
Kansas
|
USD 96.5 M
|
+USD 5.61 M
|
+81,447
|
+6%
|
|
|
10
|
Root Financial Partners
Encinitas,
California
|
USD 94.4 M
|
+USD 26.3 M
|
+380,939
|
+39%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
USD 91 M
|
-USD 1.3 M
|
-18,881
|
-1%
|
|
|
12
|
Vise Technologies
New York
|
USD 87.6 M
|
+USD 59.3 M
|
+860,746
|
+217%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
USD 82.9 M
|
-USD 6.31 M
|
-91,575
|
-7%
|
|
|
14
|
Premier Financial Group
Eureka,
California
|
USD 82.8 M
|
+USD 1.36 M
|
+19,742
|
+2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 81.3 M
|
+USD 6.43 M
|
+93,269
|
+9%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
USD 81 M
|
+USD 1.07 M
|
+15,473
|
+1%
|
|
|
17
|
Washington Trust Bank
Spokane,
Washington
|
USD 80.5 M
|
+USD 360 k
|
+5,222
|
+0.5%
|
|
|
18
|
First Command Advisory Services
Fort Worth,
Texas
|
USD 78.7 M
|
-USD 1.49 M
|
-21,634
|
-2%
|
|
|
19
|
Mercer Global Advisors
Denver,
Colorado
|
USD 78 M
|
+USD 11.3 M
|
+164,058
|
+17%
|
|
|
20
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
USD 73.1 M
|
+USD 8.06 M
|
+116,888
|
+13%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 71.1 M
|
+USD 3.25 M
|
+47,101
|
+5%
|
|
|
22
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
USD 70.2 M
|
+USD 4.22 M
|
+61,161
|
+6%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
USD 69.6 M
|
+USD 2.2 M
|
+31,884
|
+3%
|
|
|
24
|
Sageworth Trust
Lancaster,
Pennsylvania
|
USD 67.5 M
|
+USD 1.3 M
|
+18,914
|
+2%
|
|
|
25
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
USD 67.3 M
|
+USD 832 k
|
+12,065
|
+1%
|
|
