|
1
|
Creative Planning
Overland Park,
Kansas
|
$435M
|
+$22.5M
|
+280,704
|
+6%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$312M
|
-$11.4M
|
-143,028
|
-4%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$246M
|
+$639K
|
+7,981
|
+0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$239M
|
+$41.2M
|
+514,654
|
+24%
|
|
|
5
|
|
$193M
|
+$46.7M
|
+583,967
|
+37%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$192M
|
+$2.01M
|
+25,122
|
+1%
|
|
|
7
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$157M
|
+$13.1M
|
+163,233
|
+10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$21.6M
|
+269,584
|
+29%
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$104M
|
+$92.7M
|
+1,158,955
|
New
|
|
|
10
|
Unison Advisors
Washington,
District of Columbia
|
$102M
|
+$451K
|
+5,642
|
+0.5%
|
|
|
11
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$92.2M
|
-$565K
|
-7,062
|
-0.7%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$87.1M
|
+$8.41M
|
+105,174
|
+12%
|
|
|
13
|
Evensky & Katz
Coral Gables,
Florida
|
$81.6M
|
+$1.6M
|
+20,059
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$71.1M
|
+$2.37M
|
+29,600
|
+4%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$68.4M
|
-$89.4K
|
-1,118
|
-0.1%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$67.7M
|
+$3.03M
|
+37,873
|
+5%
|
|
|
17
|
TCI Wealth Advisors
Tucson,
Arizona
|
$66.7M
|
+$1.34M
|
+16,759
|
+2%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$66.1M
|
-$5.11M
|
-63,877
|
-8%
|
|
|
19
|
Oxford Financial Group
Carmel,
Indiana
|
$64.5M
|
+$2.77M
|
+34,664
|
+5%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$62.5M
|
+$23.4M
|
+292,008
|
+72%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$59.7M
|
+$10.4M
|
+130,161
|
+24%
|
|
|
22
|
Parcion Private Wealth
Bellevue,
Washington
|
$59.1M
|
+$6.65M
|
+83,088
|
+14%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$59M
|
+$23.3M
|
+290,781
|
+80%
|
|
|
24
|
WMS Partners
Towson,
Maryland
|
$58.9M
|
+$3.78M
|
+47,302
|
+8%
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$57.1M
|
+$2.55M
|
+31,905
|
+5%
|
|
