|
1
|
Creative Planning
Overland Park,
Kansas
|
$299M
|
-$57.2M
|
-730,760
|
-15%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$251M
|
-$16.6M
|
-211,798
|
-6%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$193M
|
+$19M
|
+241,971
|
+10%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$145M
|
-$658K
|
-8,398
|
-0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$138M
|
+$42.2M
|
+538,567
|
+41%
|
|
|
6
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$97.5M
|
-$1.69M
|
-21,624
|
-2%
|
|
|
7
|
Unison Advisors
Washington,
District of Columbia
|
$91.7M
|
+$12.6M
|
+160,379
|
+15%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72.6M
|
-$12.5M
|
-159,717
|
-14%
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$70.2M
|
+$9.46M
|
+120,850
|
+15%
|
|
|
10
|
|
$62.4M
|
+$17.1M
|
+218,532
|
+35%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$59M
|
+$26.5M
|
+338,562
|
+74%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$56.3M
|
+$5.29M
|
+67,571
|
+10%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$54M
|
+$10.2M
|
+129,797
|
+22%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.2M
|
+$7.16M
|
+91,371
|
+16%
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
$47.2M
|
+$2.72M
|
+34,692
|
+6%
|
|
|
16
|
Satovsky Asset Management
New York
|
$45.2M
|
+$2.07M
|
+26,377
|
+5%
|
|
|
17
|
Litman Gregory Wealth Management
Larkspur,
California
|
$45.2M
|
+$47.7M
|
+608,876
|
New
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$42.9M
|
-$211K
|
-2,689
|
-0.5%
|
|
|
19
|
Parcion Private Wealth
Bellevue,
Washington
|
$39.3M
|
+$7.27M
|
+92,781
|
+21%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$38.8M
|
+$4.63M
|
+59,115
|
+13%
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$34.8M
|
+$4.89M
|
+62,381
|
+15%
|
|
|
22
|
Meredith Wealth Planning
Maryville,
Illinois
|
$34.4M
|
+$1.72M
|
+21,931
|
+5%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.2M
|
+$6.69M
|
+85,406
|
+23%
|
|
|
24
|
WMS Partners
Towson,
Maryland
|
$32.7M
|
+$17.2M
|
+219,389
|
+99%
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$31.4M
|
+$8.19M
|
+104,583
|
+33%
|
|
