|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$562M
|
+$1.38M
|
+29,482
|
+0.2%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
$419M
|
+$414M
|
+8,821,747
|
New
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$382M
|
+$36.4M
|
+775,963
|
+11%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$220M
|
+$217M
|
+4,620,664
|
New
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$146M
|
-$3.15M
|
-67,024
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
+$7.22M
|
+153,854
|
+7%
|
|
|
7
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$106M
|
+$105M
|
+2,232,642
|
New
|
|
|
8
|
Equius Partners
Novato,
California
|
$104M
|
+$103M
|
+2,187,153
|
New
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$92.1M
|
-$1.16M
|
-24,618
|
-1%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$89.8M
|
+$4.44M
|
+94,592
|
+5%
|
|
|
11
|
Abacus Wealth Partners
Santa Monica,
California
|
$86.5M
|
+$703K
|
+14,967
|
+0.8%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$86.1M
|
+$1.53M
|
+32,591
|
+2%
|
|
|
13
|
Resource Consulting Group
Orlando,
Florida
|
$73.9M
|
+$73M
|
+1,554,279
|
New
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$73.8M
|
+$1.33M
|
+28,377
|
+2%
|
|
|
15
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$59.4M
|
-$2.42M
|
-51,600
|
-4%
|
|
|
16
|
Dowling & Yahnke
San Diego,
California
|
$56.8M
|
+$3.4M
|
+72,445
|
+6%
|
|
|
17
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$56.3M
|
+$55.6M
|
+1,183,907
|
New
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$55.9M
|
+$2.44M
|
+51,953
|
+5%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$54.7M
|
-$1.7M
|
-36,207
|
-3%
|
|
|
20
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$49.2M
|
+$48.7M
|
+1,036,178
|
New
|
|
|
21
|
|
$47.1M
|
+$2.63M
|
+55,986
|
+6%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$46.7M
|
+$7.43M
|
+158,184
|
+19%
|
|
|
23
|
Bayshore Asset Management
Coral Gables,
Florida
|
$42.7M
|
+$42.2M
|
+898,371
|
New
|
|
|
24
|
Merriman Wealth Management
Seattle,
Washington
|
$39.1M
|
-$108M
|
-2,308,035
|
-74%
|
|
|
25
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$38M
|
+$37.5M
|
+798,825
|
New
|
|
