|
1
|
Creative Planning
Overland Park,
Kansas
|
$2.29B
|
+$123M
|
+1,592,411
|
+6%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$778M
|
+$19.8M
|
+255,958
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$562M
|
+$15.7M
|
+202,431
|
+3%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$485M
|
-$1.02M
|
-13,200
|
-0.2%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$270M
|
-$13.2M
|
-170,510
|
-5%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$269M
|
+$5.02M
|
+64,794
|
+2%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
$232M
|
+$17.5M
|
+225,900
|
+9%
|
|
|
8
|
Root Financial Partners
Encinitas,
California
|
$192M
|
+$57.6M
|
+743,237
|
+47%
|
|
|
9
|
Vise Technologies
New York
|
$184M
|
+$75.9M
|
+979,958
|
+78%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$154M
|
+$11.8M
|
+151,725
|
+9%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$124M
|
+$11.5M
|
+147,845
|
+11%
|
|
|
12
|
Midwest Trust
Overland Park,
Kansas
|
$109M
|
-$3.7M
|
-47,811
|
-3%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$105M
|
+$14.5M
|
+186,786
|
+17%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$103M
|
+$2.76M
|
+35,599
|
+3%
|
|
|
15
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$102M
|
+$14.9M
|
+192,108
|
+18%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$101M
|
-$1.83M
|
-23,580
|
-2%
|
|
|
17
|
Evanson Financial
Mclean,
Virginia
|
$100M
|
+$94.3M
|
+1,217,796
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98.9M
|
-$1.79M
|
-23,060
|
-2%
|
|
|
19
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$94.7M
|
+$4.15M
|
+53,556
|
+5%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$92.8M
|
+$10.2M
|
+131,271
|
+13%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$92.8M
|
+$7.72M
|
+99,595
|
+10%
|
|
|
22
|
Washington Trust Bank
Spokane,
Washington
|
$91.9M
|
-$1.97M
|
-25,481
|
-2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$87.9M
|
+$4.11M
|
+53,114
|
+5%
|
|
|
24
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$80.7M
|
+$711K
|
+9,180
|
+0.9%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$77.7M
|
+$263K
|
+3,397
|
+0.4%
|
|
