|
1
|
Creative Planning
Overland Park,
Kansas
|
$366M
|
+$24.9M
|
+481,068
|
+7%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
$318M
|
-$14.3M
|
-276,094
|
-4%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$127M
|
+$3.41M
|
+65,706
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$103M
|
+$1.81M
|
+34,845
|
+2%
|
|
|
5
|
TCI Wealth Advisors
Tucson,
Arizona
|
$83.7M
|
-$2.23M
|
-42,978
|
-2%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$73.8M
|
-$1.79M
|
-34,541
|
-2%
|
|
|
7
|
Resource Consulting Group
Orlando,
Florida
|
$68.4M
|
+$1.93M
|
+37,305
|
+3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$49.4M
|
-$66K
|
-1,273
|
-0.1%
|
|
|
9
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.4M
|
+$11.9M
|
+228,734
|
+37%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$35.4M
|
+$2.06M
|
+39,765
|
+6%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.6M
|
+$5.98M
|
+115,302
|
+23%
|
|
|
12
|
Dixon Fnancial Services
Lafayette,
California
|
$29.4M
|
-$111K
|
-2,148
|
-0.3%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$29.1M
|
-$420K
|
-8,100
|
-1%
|
|
|
14
|
Foster Group
West Des Moines,
Iowa
|
$28.3M
|
-$190K
|
-3,673
|
-0.6%
|
|
|
15
|
ML&R Wealth Management
Austin,
Texas
|
$27.7M
|
-$2.54M
|
-49,044
|
-8%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$27.7M
|
+$2.62M
|
+50,578
|
+10%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$26.8M
|
-$375K
|
-7,224
|
-1%
|
|
|
18
|
Heritage Investment Group
Pompano Beach,
Florida
|
$25.9M
|
-$437K
|
-8,423
|
-2%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$25.5M
|
-$590K
|
-11,378
|
-2%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$24.8M
|
+$26.7M
|
+515,828
|
New
|
|
|
21
|
Bouchey Financial Group
Troy,
New York
|
$23.4M
|
+$1.2M
|
+23,160
|
+5%
|
|
|
22
|
Adero Partners
Pleasanton,
California
|
$22.6M
|
-$512K
|
-9,867
|
-2%
|
|
|
23
|
Dowling & Yahnke
San Diego,
California
|
$20.2M
|
-$760K
|
-14,649
|
-3%
|
|
|
24
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$20.1M
|
+$5.94M
|
+114,610
|
+38%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20M
|
+$1.43M
|
+27,651
|
+7%
|
|
