|
1
|
Creative Planning
Overland Park,
Kansas
|
$930M
|
-$14.5M
|
-216,333
|
-2%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$873M
|
-$43.6M
|
-652,203
|
-5%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$726M
|
+$2.27M
|
+34,003
|
+0.3%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$442M
|
-$3.7M
|
-55,362
|
-0.9%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$399M
|
+$13M
|
+194,707
|
+4%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$394M
|
-$5.59M
|
-83,665
|
-1%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$375M
|
+$37.9M
|
+566,624
|
+12%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$332M
|
+$30.1M
|
+450,901
|
+10%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$197M
|
-$1.75M
|
-26,124
|
-0.9%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$178M
|
+$580K
|
+8,673
|
+0.3%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$144M
|
-$3.68M
|
-55,126
|
-3%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$128M
|
-$14.3M
|
-213,946
|
-10%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$126M
|
-$56.4M
|
-843,406
|
-32%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$125M
|
-$972K
|
-14,539
|
-0.8%
|
|
|
15
|
Trust Company of the South
Greensboro,
North Carolina
|
$123M
|
-$2.43M
|
-36,380
|
-2%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$118M
|
+$8.63M
|
+129,123
|
+8%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
+$5.85M
|
+87,526
|
+6%
|
|
|
18
|
Capital Performance Advisors
Walnut Creek,
California
|
$105M
|
+$685K
|
+10,258
|
+0.7%
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$104M
|
–
|
–
|
–
|
|
|
20
|
Truepoint Inc
Cincinnati,
Ohio
|
$102M
|
-$1.14M
|
-16,997
|
-1%
|
|
|
21
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$100M
|
+$404K
|
+6,049
|
+0.4%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$97.3M
|
+$1.21M
|
+18,136
|
+1%
|
|
|
23
|
|
$93.4M
|
+$14M
|
+209,854
|
+19%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$88M
|
+$3.24M
|
+48,521
|
+4%
|
|
|
25
|
Premier Financial Group
Eureka,
California
|
$82.7M
|
-$256K
|
-3,828
|
-0.3%
|
|
