|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$466M
|
+$5.31M
|
+124,494
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$366M
|
+$44.6M
|
+1,044,594
|
+13%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
$327M
|
+$10.9M
|
+256,252
|
+3%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$221M
|
+$14.7M
|
+344,513
|
+6%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$196M
|
+$119M
|
+2,792,942
|
+125%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$150M
|
-$4.15M
|
-97,229
|
-2%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$129M
|
-$969K
|
-22,713
|
-0.7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$118M
|
+$769K
|
+18,039
|
+0.6%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$101M
|
+$434K
|
+10,167
|
+0.4%
|
|
|
10
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$97.9M
|
+$9.24M
|
+216,519
|
+9%
|
|
|
11
|
Equius Partners
Novato,
California
|
$83.5M
|
-$1.31M
|
-30,681
|
-1%
|
|
|
12
|
Truepoint Inc
Cincinnati,
Ohio
|
$70.5M
|
-$1.14M
|
-26,678
|
-1%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$69.3M
|
+$314K
|
+7,367
|
+0.4%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$62.5M
|
-$791K
|
-18,555
|
-1%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
$61.7M
|
-$643K
|
-15,081
|
-0.9%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$54.5M
|
+$9.03M
|
+211,581
|
+18%
|
|
|
17
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$53.1M
|
-$6.75M
|
-158,208
|
-10%
|
|
|
18
|
Dowling & Yahnke
San Diego,
California
|
$51.5M
|
+$483K
|
+11,325
|
+0.9%
|
|
|
19
|
Abacus Wealth Partners
Santa Monica,
California
|
$51.2M
|
-$3.26M
|
-76,339
|
-5%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$44.9M
|
-$132K
|
-3,104
|
-0.3%
|
|
|
21
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$44.4M
|
-$1.02M
|
-23,973
|
-2%
|
|
|
22
|
MBB Public Markets
Chicago,
Illinois
|
$39.6M
|
+$7.65M
|
+179,357
|
+21%
|
|
|
23
|
Modera Wealth Management
Westwood,
New Jersey
|
$38.1M
|
-$6.4M
|
-150,055
|
-13%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$35.4M
|
+$2.1M
|
+49,189
|
+6%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$33.4M
|
+$1.46M
|
+34,155
|
+4%
|
|
