|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.01B
|
+$328M
|
+4,824,503
|
+50%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$744M
|
+$53.9M
|
+794,293
|
+8%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$436M
|
+$20.2M
|
+297,485
|
+5%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$251M
|
+$31.6M
|
+465,346
|
+15%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$250M
|
+$22.1M
|
+325,454
|
+10%
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$173M
|
+$1.44M
|
+21,168
|
+0.9%
|
|
|
7
|
Mason Investment Advisory Services
Reston,
Virginia
|
$170M
|
-$34.6K
|
-509
|
-0%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
+$79.5M
|
+1,171,022
|
+118%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$116M
|
+$102M
|
+1,506,131
|
+980%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$114M
|
-$2.51M
|
-37,001
|
-2%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$113M
|
+$6.84M
|
+100,723
|
+7%
|
|
|
12
|
|
$91.3M
|
+$3.42M
|
+50,373
|
+4%
|
|
|
13
|
Unison Advisors
Washington,
District of Columbia
|
$81.2M
|
-$250K
|
-3,687
|
-0.3%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$78.1M
|
+$10.5M
|
+154,337
|
+16%
|
|
|
15
|
Merit Financial Group
Alpharetta,
Georgia
|
$67.7M
|
+$5.56M
|
+81,811
|
+9%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$57.4M
|
+$30.6M
|
+450,010
|
+120%
|
|
|
17
|
CCM Investment Group
Northfield,
Minnesota
|
$50.4M
|
+$667K
|
+9,823
|
+1%
|
|
|
18
|
Empowered Funds
Havertown,
Pennsylvania
|
$49.9M
|
+$539K
|
+7,942
|
+1%
|
|
|
19
|
American Century Companies
Kansas City,
Missouri
|
$48M
|
+$6.04M
|
+88,967
|
+15%
|
|
|
20
|
TCI Wealth Advisors
Tucson,
Arizona
|
$46.2M
|
+$930K
|
+13,694
|
+2%
|
|
|
21
|
Foster Group
West Des Moines,
Iowa
|
$43.1M
|
–
|
–
|
–
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$42.4M
|
-$632K
|
-9,304
|
-2%
|
|
|
23
|
Frontier Asset Management
Sheridan,
Wyoming
|
$41.6M
|
+$36.9M
|
+544,045
|
+1,046%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$40.5M
|
+$39.4M
|
+580,604
|
New
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$39.9M
|
-$1.23M
|
-18,105
|
-3%
|
|
