|
1
|
Creative Planning
Overland Park,
Kansas
|
$337M
|
+$22.7M
|
+308,436
|
+8%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$267M
|
+$3.03M
|
+41,269
|
+1%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$219M
|
+$16M
|
+217,655
|
+8%
|
|
|
4
|
Truepoint Inc
Cincinnati,
Ohio
|
$160M
|
+$7.94M
|
+108,022
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$140M
|
-$4.42M
|
-60,055
|
-3%
|
|
|
6
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$120M
|
+$84.5M
|
+1,149,949
|
+294%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$94.9M
|
-$6.97M
|
-94,817
|
-7%
|
|
|
8
|
Unison Advisors
Washington,
District of Columbia
|
$92.9M
|
-$3.07M
|
-41,803
|
-3%
|
|
|
9
|
Evensky & Katz
Coral Gables,
Florida
|
$75.8M
|
+$2.14M
|
+29,064
|
+3%
|
|
|
10
|
|
$67.2M
|
+$1.74M
|
+23,677
|
+3%
|
|
|
11
|
Carlson Capital Management
Northfield,
Minnesota
|
$64.1M
|
+$4.81M
|
+65,439
|
+9%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.8M
|
-$15.4M
|
-209,351
|
-21%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$59.6M
|
+$2.81M
|
+38,287
|
+5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.4M
|
+$5.6M
|
+76,168
|
+12%
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
$54.6M
|
+$4.86M
|
+66,160
|
+10%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$54.4M
|
-$7.09M
|
-96,428
|
-12%
|
|
|
17
|
Plancorp LLC
Saint Louis,
Missouri
|
$52.1M
|
+$6.82M
|
+92,768
|
+16%
|
|
|
18
|
Satovsky Asset Management
New York
|
$48M
|
+$698K
|
+9,492
|
+2%
|
|
|
19
|
WMS Partners
Towson,
Maryland
|
$43.9M
|
+$9.1M
|
+123,837
|
+28%
|
|
|
20
|
Parcion Private Wealth
Bellevue,
Washington
|
$43.1M
|
+$1.82M
|
+24,718
|
+5%
|
|
|
21
|
Waverly Advisors
Birmingham,
Alabama
|
$40.2M
|
+$12.6M
|
+171,527
|
+49%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$39.8M
|
-$817K
|
-11,116
|
-2%
|
|
|
23
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$39.4M
|
+$2.78M
|
+37,819
|
+8%
|
|
|
24
|
Meredith Wealth Planning
Maryville,
Illinois
|
$36.9M
|
+$843K
|
+11,467
|
+2%
|
|
|
25
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$36.9M
|
+$4.26M
|
+58,010
|
+14%
|
|
