|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.55B
|
+$164M
|
+2,456,531
|
+12%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$553M
|
+$15.3M
|
+229,914
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$452M
|
+$26.2M
|
+392,795
|
+6%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$401M
|
+$2.06M
|
+30,872
|
+0.5%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$233M
|
+$22.3M
|
+333,978
|
+11%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$202M
|
+$10.5M
|
+157,434
|
+6%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
$168M
|
+$5.54M
|
+83,050
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
-$57.5M
|
-861,962
|
-35%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$90.7M
|
-$2.72M
|
-40,811
|
-3%
|
|
|
10
|
Midwest Trust
Overland Park,
Kansas
|
$89.2M
|
-$38M
|
-569,840
|
-30%
|
|
|
11
|
Savant Capital
Rockford,
Illinois
|
$87.7M
|
-$2.32M
|
-34,765
|
-3%
|
|
|
12
|
Premier Financial Group
Eureka,
California
|
$79M
|
+$205K
|
+3,067
|
+0.3%
|
|
|
13
|
First Command Advisory Services
Fort Worth,
Texas
|
$78.8M
|
-$4.53M
|
-67,855
|
-6%
|
|
|
14
|
Washington Trust Bank
Spokane,
Washington
|
$78.7M
|
+$24.1M
|
+361,707
|
+46%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$78.5M
|
+$4.48M
|
+67,131
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73.5M
|
+$7.23M
|
+108,303
|
+11%
|
|
|
17
|
Root Financial Partners
Encinitas,
California
|
$66.7M
|
+$27.7M
|
+415,058
|
+74%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$66.7M
|
+$6.18M
|
+92,575
|
+11%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$66.2M
|
+$1.18M
|
+17,614
|
+2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$65.4M
|
-$4.12M
|
-61,731
|
-6%
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$65.3M
|
+$36.5K
|
+547
|
+0.1%
|
|
|
22
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$65M
|
-$965K
|
-14,462
|
-2%
|
|
|
23
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$64.7M
|
+$4.07M
|
+60,950
|
+7%
|
|
|
24
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$63.9M
|
+$3.52M
|
+52,767
|
+6%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$59.5M
|
+$3.43M
|
+51,376
|
+6%
|
|
