|
1
|
Creative Planning
Overland Park,
Kansas
|
$578M
|
+$165M
|
+3,753,445
|
+40%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$555M
|
+$29.7M
|
+676,655
|
+6%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
$360M
|
-$8.95M
|
-203,796
|
-2%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$255M
|
+$5.85M
|
+133,220
|
+2%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$182M
|
+$12.6M
|
+286,949
|
+7%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$148M
|
+$2.01M
|
+45,708
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$140M
|
+$7.06M
|
+160,759
|
+5%
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$121M
|
-$100M
|
-2,286,876
|
-45%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$118M
|
+$118M
|
+2,693,347
|
New
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$113M
|
-$867K
|
-19,730
|
-0.8%
|
|
|
11
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$109M
|
-$1.2M
|
-27,282
|
-1%
|
|
|
12
|
Equius Partners
Novato,
California
|
$91.1M
|
-$3.06M
|
-69,653
|
-3%
|
|
|
13
|
Truepoint Inc
Cincinnati,
Ohio
|
$77.3M
|
-$2.24M
|
-51,048
|
-3%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$77.2M
|
-$865K
|
-19,688
|
-1%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$70.7M
|
+$240K
|
+5,473
|
+0.3%
|
|
|
16
|
Resource Consulting Group
Orlando,
Florida
|
$69.1M
|
-$553K
|
-12,579
|
-0.8%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$68.2M
|
+$6.73M
|
+153,147
|
+11%
|
|
|
18
|
Abacus Wealth Partners
Santa Monica,
California
|
$59.8M
|
+$2.07M
|
+47,205
|
+4%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$56.5M
|
+$13.5M
|
+308,022
|
+32%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$51.1M
|
+$462K
|
+10,517
|
+0.9%
|
|
|
21
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$48.9M
|
-$1.12M
|
-25,478
|
-2%
|
|
|
22
|
MBB Public Markets
Chicago,
Illinois
|
$46M
|
+$1.32M
|
+30,000
|
+3%
|
|
|
23
|
Team Hewins
Redwood City,
California
|
$46M
|
+$46M
|
+1,046,474
|
New
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$43.5M
|
+$3.53M
|
+80,423
|
+9%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$40.4M
|
+$11.3M
|
+258,114
|
+39%
|
|
