|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$545M
|
-$5.38M
|
-115,443
|
-1%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
$407M
|
-$4.22M
|
-90,662
|
-1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$378M
|
+$3.62M
|
+77,791
|
+1%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$234M
|
+$18.7M
|
+400,598
|
+9%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$164M
|
+$126M
|
+2,699,649
|
+328%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$141M
|
-$1.81M
|
-38,838
|
-1%
|
|
|
7
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$128M
|
+$23.6M
|
+506,999
|
+23%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
+$542K
|
+11,646
|
+0.5%
|
|
|
9
|
Equius Partners
Novato,
California
|
$102M
|
+$563K
|
+12,096
|
+0.6%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$88.5M
|
+$455K
|
+9,780
|
+0.5%
|
|
|
11
|
Truepoint Inc
Cincinnati,
Ohio
|
$88.2M
|
-$2.14M
|
-46,024
|
-2%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$83.9M
|
-$435K
|
-9,346
|
-0.5%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$75.7M
|
+$27.4M
|
+588,807
|
+57%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$73.8M
|
+$1.43M
|
+30,620
|
+2%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
$73.1M
|
+$670K
|
+14,396
|
+0.9%
|
|
|
16
|
Abacus Wealth Partners
Santa Monica,
California
|
$66.7M
|
-$18M
|
-387,259
|
-21%
|
|
|
17
|
Dowling & Yahnke
San Diego,
California
|
$59.4M
|
+$3.69M
|
+79,233
|
+7%
|
|
|
18
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$57.3M
|
-$836K
|
-17,957
|
-1%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$55.2M
|
+$489K
|
+10,502
|
+0.9%
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$54.7M
|
-$456K
|
-9,784
|
-0.8%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$53.2M
|
-$415K
|
-8,903
|
-0.8%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$51.9M
|
+$6.18M
|
+132,790
|
+14%
|
|
|
23
|
|
$47.9M
|
+$1.73M
|
+37,100
|
+4%
|
|
|
24
|
Bayshore Asset Management
Coral Gables,
Florida
|
$40.9M
|
-$922K
|
-19,792
|
-2%
|
|
|
25
|
Capital Performance Advisors
Walnut Creek,
California
|
$37.4M
|
+$133K
|
+2,867
|
+0.4%
|
|
