|
1
|
Creative Planning
Overland Park,
Kansas
|
$392M
|
+$41.5M
|
+811,702
|
+11%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
$320M
|
+$13.2M
|
+258,656
|
+4%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$123M
|
+$293K
|
+5,729
|
+0.2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.1M
|
-$1.53M
|
-29,921
|
-1%
|
|
|
5
|
TCI Wealth Advisors
Tucson,
Arizona
|
$82M
|
+$944K
|
+18,485
|
+1%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$72.7M
|
+$1.33M
|
+25,992
|
+2%
|
|
|
7
|
Resource Consulting Group
Orlando,
Florida
|
$66.3M
|
-$69.8K
|
-1,367
|
-0.1%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$48.4M
|
+$597K
|
+11,679
|
+1%
|
|
|
9
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$41.3M
|
+$2.42M
|
+47,390
|
+6%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$34.1M
|
-$297K
|
-5,820
|
-0.8%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.4M
|
+$5.12M
|
+100,217
|
+16%
|
|
|
12
|
ML&R Wealth Management
Austin,
Texas
|
$28.6M
|
+$1.88M
|
+36,899
|
+6%
|
|
|
13
|
Dixon Fnancial Services
Lafayette,
California
|
$28.4M
|
-$123K
|
-2,409
|
-0.4%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$27.7M
|
-$472K
|
-9,248
|
-2%
|
|
|
15
|
Foster Group
West Des Moines,
Iowa
|
$26.6M
|
-$915K
|
-17,919
|
-3%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$26.3M
|
-$1.2M
|
-23,579
|
-4%
|
|
|
17
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$25.7M
|
+$6.86M
|
+134,315
|
+32%
|
|
|
18
|
Choreo LLC
Rockford,
Illinois
|
$25.5M
|
-$504K
|
-9,859
|
-2%
|
|
|
19
|
Heritage Investment Group
Pompano Beach,
Florida
|
$24.9M
|
-$250K
|
-4,898
|
-0.9%
|
|
|
20
|
Adero Partners
Pleasanton,
California
|
$24.3M
|
+$935K
|
+18,309
|
+4%
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$24.2M
|
+$15.5M
|
+304,110
|
+141%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
+$10.4M
|
+202,870
|
+66%
|
|
|
23
|
Bouchey Financial Group
Troy,
New York
|
$23.6M
|
+$1M
|
+19,632
|
+4%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$23.4M
|
-$621K
|
-12,147
|
-2%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$21.4M
|
-$3.67M
|
-71,777
|
-13%
|
|
