|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$861M
|
+$26M
|
+1,067,107
|
+3%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$789M
|
+$23.1M
|
+947,671
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$538M
|
+$150M
|
+6,169,030
|
+39%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$388M
|
+$6.88M
|
+282,668
|
+2%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$272M
|
-$6.92M
|
-284,363
|
-2%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$250M
|
+$119M
|
+4,893,013
|
+90%
|
|
|
7
|
SJS Investment Consulting
Sylvania,
Ohio
|
$197M
|
+$11.5M
|
+471,877
|
+6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$186M
|
+$25.2M
|
+1,035,189
|
+16%
|
|
|
9
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$163M
|
+$21.6M
|
+886,584
|
+15%
|
|
|
10
|
Greenspring Advisors
Towson,
Maryland
|
$160M
|
-$3.75M
|
-153,998
|
-2%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$154M
|
-$1.26M
|
-51,736
|
-0.8%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$150M
|
-$123M
|
-5,058,100
|
-45%
|
|
|
13
|
Private Ocean
San Rafael,
California
|
$131M
|
+$14.3M
|
+588,293
|
+12%
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$131M
|
+$20.5M
|
+842,678
|
+19%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$126M
|
+$8.15M
|
+335,165
|
+7%
|
|
|
16
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$126M
|
+$2.19M
|
+90,164
|
+2%
|
|
|
17
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$123M
|
+$5.39M
|
+221,681
|
+5%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$111M
|
+$69.2M
|
+2,845,151
|
+164%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
$110M
|
+$4.63M
|
+190,183
|
+4%
|
|
|
20
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$110M
|
+$3.76M
|
+154,398
|
+4%
|
|
|
21
|
Cardiff Park Advisors
Carlsbad,
California
|
$107M
|
+$8.44M
|
+347,036
|
+9%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$106M
|
+$106M
|
+4,372,186
|
New
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$101M
|
+$43.5M
|
+1,787,634
|
+76%
|
|
|
24
|
Heritage Financial Services
Westwood,
Massachusetts
|
$98.2M
|
+$16.6M
|
+680,595
|
+20%
|
|
|
25
|
Austin Asset Management
Austin,
Texas
|
$96.1M
|
–
|
–
|
–
|
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