|
1
|
Creative Planning
Overland Park,
Kansas
|
$356M
|
+$17.9M
|
+223,347
|
+5%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$282M
|
+$14.3M
|
+178,134
|
+5%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$213M
|
-$7.59M
|
-94,528
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$167M
|
+$27.1M
|
+337,119
|
+19%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$165M
|
+$4.18M
|
+52,070
|
+3%
|
|
|
6
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$123M
|
+$3.34M
|
+41,579
|
+3%
|
|
|
7
|
|
$122M
|
+$55.9M
|
+695,749
|
+80%
|
|
|
8
|
Unison Advisors
Washington,
District of Columbia
|
$87.9M
|
-$5.56M
|
-69,151
|
-6%
|
|
|
9
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$80.6M
|
-$15.2M
|
-188,596
|
-15%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$72.1M
|
+$18M
|
+223,894
|
+32%
|
|
|
11
|
Evensky & Katz
Coral Gables,
Florida
|
$69.2M
|
-$7.13M
|
-88,793
|
-9%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$67.4M
|
+$3.19M
|
+39,703
|
+5%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$62.4M
|
+$2.32M
|
+28,896
|
+4%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$59.5M
|
+$2.85M
|
+35,452
|
+5%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$59.4M
|
-$382K
|
-4,759
|
-0.6%
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
$56.6M
|
+$1.85M
|
+22,980
|
+3%
|
|
|
17
|
Plancorp LLC
Saint Louis,
Missouri
|
$55.8M
|
+$3.59M
|
+44,627
|
+7%
|
|
|
18
|
Oxford Financial Group
Carmel,
Indiana
|
$53.3M
|
+$54.9M
|
+683,157
|
New
|
|
|
19
|
Satovsky Asset Management
New York
|
$48.9M
|
+$725K
|
+9,029
|
+1%
|
|
|
20
|
WMS Partners
Towson,
Maryland
|
$47.4M
|
+$3.42M
|
+42,573
|
+8%
|
|
|
21
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$47.1M
|
+$11M
|
+137,233
|
+29%
|
|
|
22
|
Parcion Private Wealth
Bellevue,
Washington
|
$44.8M
|
+$1.55M
|
+19,301
|
+3%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$44.1M
|
+$3.8M
|
+47,332
|
+9%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$41.7M
|
+$1.68M
|
+20,931
|
+4%
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
$39.9M
|
+$2.86M
|
+35,578
|
+7%
|
|
