|
1
|
Creative Planning
Overland Park,
Kansas
|
$727M
|
-$8.12M
|
-129,811
|
-1%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$454M
|
+$1.89M
|
+30,198
|
+0.4%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
$432M
|
-$3.59M
|
-57,373
|
-0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$319M
|
+$29.3M
|
+467,365
|
+11%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$177M
|
+$171M
|
+2,728,998
|
+61,910%
|
|
|
6
|
Alaska Permanent Fund
Juneau,
Alaska
|
$175M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$161M
|
+$6.6M
|
+105,517
|
+4%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$154M
|
+$34.4M
|
+550,116
|
+30%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
$153M
|
+$6.01M
|
+96,006
|
+4%
|
|
|
10
|
Financial Counselors Inc
Overland Park,
Kansas
|
$106M
|
+$4.63M
|
+73,992
|
+5%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$93.6M
|
-$1.36M
|
-21,732
|
-1%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$82.8M
|
-$2.61M
|
-41,760
|
-3%
|
|
|
13
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$66.3M
|
+$2.1M
|
+33,626
|
+3%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$66.1M
|
+$11.1M
|
+177,339
|
+21%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$65.9M
|
-$2.89M
|
-46,156
|
-4%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$65.3M
|
+$3.19M
|
+50,936
|
+5%
|
|
|
17
|
First Command Advisory Services
Fort Worth,
Texas
|
$62.7M
|
+$2.53M
|
+40,429
|
+4%
|
|
|
18
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$61.8M
|
-$3.57M
|
-56,987
|
-6%
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$57.5M
|
+$1.07M
|
+17,042
|
+2%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.9M
|
+$2.86M
|
+45,695
|
+6%
|
|
|
21
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$50.1M
|
+$6.67M
|
+106,633
|
+16%
|
|
|
22
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$48.9M
|
+$4.38M
|
+70,049
|
+10%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$48.8M
|
+$2.92M
|
+46,647
|
+7%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$48.4M
|
+$7.35M
|
+117,451
|
+19%
|
|
|
25
|
Adero Partners
Pleasanton,
California
|
$46.9M
|
+$545K
|
+8,711
|
+1%
|
|
