|
1
|
Creative Planning
Overland Park,
Kansas
|
$355M
|
+$201M
|
+2,668,811
|
+128%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$269M
|
+$29.2M
|
+387,579
|
+12%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$176M
|
+$125K
|
+1,666
|
+0.1%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$146M
|
+$3.52M
|
+46,833
|
+2%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$99.7M
|
+$2.73M
|
+36,243
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$98.9M
|
+$29.7M
|
+395,216
|
+42%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$85M
|
+$25M
|
+332,659
|
+41%
|
|
|
8
|
Unison Advisors
Washington,
District of Columbia
|
$80.3M
|
+$4.44M
|
+58,999
|
+6%
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$61.6M
|
+$39.1M
|
+520,199
|
+170%
|
|
|
10
|
Carlson Capital Management
Northfield,
Minnesota
|
$51.6M
|
+$11.8M
|
+156,880
|
+29%
|
|
|
11
|
|
$46.5M
|
+$16.4M
|
+217,830
|
+54%
|
|
|
12
|
TCI Wealth Advisors
Tucson,
Arizona
|
$44.9M
|
+$1.01M
|
+13,388
|
+2%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$44.6M
|
+$5.21M
|
+69,327
|
+13%
|
|
|
14
|
Satovsky Asset Management
New York
|
$43.4M
|
+$1.34M
|
+17,804
|
+3%
|
|
|
15
|
Plancorp LLC
Saint Louis,
Missouri
|
$43.3M
|
+$5.5M
|
+73,085
|
+14%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.7M
|
+$5.81M
|
+77,228
|
+16%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$34.7M
|
+$26.1M
|
+347,592
|
+295%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$34.2M
|
+$21.1M
|
+280,941
|
+158%
|
|
|
19
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$34M
|
+$34.3M
|
+456,099
|
New
|
|
|
20
|
Meredith Wealth Planning
Maryville,
Illinois
|
$33M
|
+$33.3M
|
+442,574
|
New
|
|
|
21
|
Parcion Private Wealth
Bellevue,
Washington
|
$32.6M
|
-$6.19M
|
-82,321
|
-16%
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$30.4M
|
+$11.6M
|
+154,073
|
+61%
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$29.2M
|
+$6.18M
|
+82,194
|
+27%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28M
|
+$7.39M
|
+98,307
|
+35%
|
|
|
25
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$27M
|
+$1.69M
|
+22,513
|
+7%
|
|
