|
1
|
Creative Planning
Overland Park,
Kansas
|
$514M
|
-$5.64M
|
-102,296
|
-1%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
$355M
|
-$118K
|
-2,148
|
-0%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$295M
|
-$941K
|
-17,077
|
-0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$168M
|
+$118M
|
+2,133,277
|
+201%
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$140M
|
-$547K
|
-9,927
|
-0.4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$118M
|
-$2.21M
|
-40,174
|
-2%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
$108M
|
+$3.82M
|
+69,355
|
+4%
|
|
|
8
|
Alaska Permanent Fund
Juneau,
Alaska
|
$93.6M
|
+$31.3M
|
+567,914
|
+47%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$79M
|
-$246K
|
-4,467
|
-0.3%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$72M
|
+$14M
|
+253,711
|
+23%
|
|
|
11
|
Resource Consulting Group
Orlando,
Florida
|
$59.5M
|
-$14.2M
|
-256,981
|
-18%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$59.4M
|
+$29M
|
+525,567
|
+87%
|
|
|
13
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$54.2M
|
+$53.3M
|
+967,335
|
+6,030%
|
|
|
14
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$50.3M
|
-$139K
|
-2,527
|
-0.3%
|
|
|
15
|
Pure Financial Advisors
San Diego,
California
|
$45.5M
|
+$12.8M
|
+232,349
|
+37%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$44.6M
|
+$1.4M
|
+25,383
|
+3%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$41.8M
|
+$184K
|
+3,341
|
+0.4%
|
|
|
18
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$39.4M
|
+$41.4M
|
+750,797
|
New
|
|
|
19
|
ML&R Wealth Management
Austin,
Texas
|
$38M
|
+$725K
|
+13,169
|
+2%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.3M
|
+$1.22M
|
+22,074
|
+3%
|
|
|
21
|
First Command Advisory Services
Fort Worth,
Texas
|
$34.6M
|
+$36.3M
|
+659,128
|
New
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$34.1M
|
+$436K
|
+7,915
|
+1%
|
|
|
23
|
Bouchey Financial Group
Troy,
New York
|
$33.4M
|
+$2.73M
|
+49,473
|
+8%
|
|
|
24
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$33.3M
|
+$622K
|
+11,297
|
+2%
|
|
|
25
|
Adero Partners
Pleasanton,
California
|
$32.1M
|
+$1.53M
|
+27,863
|
+5%
|
|
