|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.84B
|
+$188M
|
+2,233,256
|
+12%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.68B
|
+$948M
|
+11,274,698
|
+145%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$1.02B
|
+$48.8M
|
+580,555
|
+5%
|
|
|
4
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$362M
|
+$19.8M
|
+236,023
|
+6%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$335M
|
+$18M
|
+213,560
|
+6%
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$230M
|
+$7.29M
|
+86,762
|
+3%
|
|
|
7
|
Mason Investment Advisory Services
Reston,
Virginia
|
$213M
|
-$5.06M
|
-60,204
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$202M
|
+$8.25M
|
+98,127
|
+5%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$176M
|
+$13.9M
|
+165,353
|
+9%
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
$149M
|
+$3.87M
|
+45,991
|
+3%
|
|
|
11
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$147M
|
-$886K
|
-10,546
|
-0.6%
|
|
|
12
|
|
$118M
|
+$762K
|
+9,067
|
+0.7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$116M
|
+$37M
|
+440,467
|
+51%
|
|
|
14
|
American Century Companies
Kansas City,
Missouri
|
$85.7M
|
+$1.82M
|
+21,689
|
+2%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73.9M
|
+$30.8M
|
+366,601
|
+79%
|
|
|
16
|
|
$65.2M
|
+$6.32M
|
+75,213
|
+11%
|
|
|
17
|
Unison Advisors
Washington,
District of Columbia
|
$63.6M
|
-$38.8M
|
-461,362
|
-39%
|
|
|
18
|
TCI Wealth Advisors
Tucson,
Arizona
|
$61.4M
|
+$1.28M
|
+15,214
|
+2%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$56.6M
|
+$3.09M
|
+36,739
|
+6%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$56.2M
|
-$35.5M
|
-422,471
|
-40%
|
|
|
21
|
Frontier Asset Management
Sheridan,
Wyoming
|
$53.2M
|
-$36.6K
|
-436
|
-0.1%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$52.9M
|
+$1.3M
|
+15,479
|
+3%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$51.6M
|
-$418K
|
-4,969
|
-0.8%
|
|
|
24
|
Foster Group
West Des Moines,
Iowa
|
$50.3M
|
-$1.91M
|
-22,677
|
-4%
|
|
|
25
|
Burton Enright Welch
Walnut Creek,
California
|
$50M
|
+$704K
|
+8,375
|
+2%
|
|
