|
1
|
Creative Planning
Overland Park,
Kansas
|
$497M
|
+$40.6M
|
+458,927
|
+9%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$334M
|
+$8.68M
|
+98,084
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$255M
|
+$5.79M
|
+65,434
|
+2%
|
|
|
4
|
Mason Investment Advisory Services
Reston,
Virginia
|
$255M
|
-$1.52M
|
-17,129
|
-0.6%
|
|
|
5
|
|
$241M
|
+$37.8M
|
+427,046
|
+20%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$205M
|
+$4.5M
|
+50,914
|
+2%
|
|
|
7
|
Churchill Management
Los Angeles,
California
|
$205M
|
+$193M
|
+2,186,461
|
New
|
|
|
8
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$164M
|
+$469K
|
+5,300
|
+0.3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
+$22.8M
|
+257,585
|
+22%
|
|
|
10
|
Unison Advisors
Washington,
District of Columbia
|
$107M
|
+$891K
|
+10,065
|
+0.9%
|
|
|
11
|
3EDGE Asset Management
Naples,
Florida
|
$104M
|
-$4.06M
|
-45,925
|
-4%
|
|
|
12
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$95.4M
|
-$709K
|
-8,017
|
-0.8%
|
|
|
13
|
Evensky & Katz
Coral Gables,
Florida
|
$85.3M
|
+$141K
|
+1,599
|
+0.2%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$82.4M
|
+$77.8M
|
+878,859
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$77.1M
|
+$14.7M
|
+166,125
|
+25%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$76.9M
|
+$2.49M
|
+28,118
|
+4%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$76.1M
|
+$13.1M
|
+147,685
|
+22%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$75.6M
|
+$4M
|
+45,244
|
+6%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75.2M
|
+$5.84M
|
+65,999
|
+9%
|
|
|
20
|
Plancorp LLC
Saint Louis,
Missouri
|
$73.2M
|
+$2.39M
|
+26,973
|
+4%
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$69.9M
|
+$301K
|
+3,405
|
+0.5%
|
|
|
22
|
Oxford Financial Group
Carmel,
Indiana
|
$66.8M
|
-$471K
|
-5,323
|
-0.7%
|
|
|
23
|
Alesco Advisors
Pittsford,
New York
|
$66.3M
|
+$12.8M
|
+144,433
|
+26%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$65.7M
|
+$24.1M
|
+271,907
|
+63%
|
|
|
25
|
Carlson Capital Management
Northfield,
Minnesota
|
$64.6M
|
-$24.8M
|
-280,632
|
-29%
|
|
