|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$476M
|
+$5.29M
|
+120,653
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$336M
|
+$10.1M
|
+229,605
|
+3%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
$327M
|
-$26M
|
-592,049
|
-7%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$214M
|
+$13.5M
|
+308,428
|
+6%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$159M
|
+$19M
|
+433,343
|
+12%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$135M
|
+$14M
|
+318,176
|
+11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$121M
|
+$29.8M
|
+678,909
|
+29%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$104M
|
+$30.3M
|
+691,152
|
+36%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$92.3M
|
-$19.5M
|
-443,829
|
-16%
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$90.1M
|
+$27M
|
+614,507
|
+38%
|
|
|
11
|
Equius Partners
Novato,
California
|
$87.4M
|
-$1.11M
|
-25,287
|
-1%
|
|
|
12
|
Truepoint Inc
Cincinnati,
Ohio
|
$73.8M
|
-$2.52M
|
-57,421
|
-3%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$71.2M
|
-$1.42M
|
-32,282
|
-2%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$65.2M
|
+$1.62M
|
+36,948
|
+2%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
$64.3M
|
+$1.33M
|
+30,300
|
+2%
|
|
|
16
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$61.2M
|
+$12.7M
|
+290,017
|
+24%
|
|
|
17
|
Abacus Wealth Partners
Santa Monica,
California
|
$55.9M
|
-$1.83M
|
-41,696
|
-3%
|
|
|
18
|
Dowling & Yahnke
San Diego,
California
|
$52.7M
|
+$1.51M
|
+34,394
|
+3%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$47.8M
|
+$3.22M
|
+73,353
|
+7%
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$46.8M
|
-$515K
|
-11,742
|
-1%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$46.5M
|
+$593K
|
+13,518
|
+1%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$45.3M
|
-$2.59M
|
-59,139
|
-5%
|
|
|
23
|
|
$34.8M
|
-$7.19M
|
-163,924
|
-16%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$34.6M
|
+$4.48M
|
+102,253
|
+14%
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
$33.8M
|
-$1.63M
|
-37,138
|
-4%
|
|
