|
1
|
|
$1.42B
|
+$21.6M
|
+466,294
|
+787%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$555M
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$549M
|
-$37.8M
|
-815,998
|
-6%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$359M
|
-$5.45M
|
-117,451
|
-1%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$272M
|
+$14.5M
|
+312,530
|
+5%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$209M
|
+$61.3M
|
+1,322,543
|
+39%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$181M
|
-$3.95M
|
-85,168
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$141M
|
-$882K
|
-19,022
|
-0.6%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$130M
|
+$8.36M
|
+180,407
|
+7%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$121M
|
+$1.53M
|
+32,976
|
+1%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$112M
|
-$3.16M
|
-68,123
|
-3%
|
|
|
12
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$110M
|
-$865K
|
-18,651
|
-0.8%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$77.5M
|
-$683K
|
-14,731
|
-0.8%
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
$75.9M
|
-$2.45M
|
-52,750
|
-3%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$73.6M
|
+$2.08M
|
+44,906
|
+3%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$72.7M
|
+$3.75M
|
+80,869
|
+5%
|
|
|
17
|
Resource Consulting Group
Orlando,
Florida
|
$69M
|
-$952K
|
-20,525
|
-1%
|
|
|
18
|
Abacus Wealth Partners
Santa Monica,
California
|
$58.6M
|
+$535K
|
+11,530
|
+0.8%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$51.6M
|
-$197K
|
-4,253
|
-0.4%
|
|
|
20
|
MBB Public Markets
Chicago,
Illinois
|
$47.5M
|
+$927K
|
+20,000
|
+2%
|
|
|
21
|
Team Hewins
Redwood City,
California
|
$45.7M
|
-$928K
|
-20,005
|
-2%
|
|
|
22
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$41.2M
|
+$789K
|
+17,008
|
+2%
|
|
|
23
|
Modera Wealth Management
Westwood,
New Jersey
|
$41.1M
|
-$16.7M
|
-360,820
|
-28%
|
|
|
24
|
Bayshore Asset Management
Coral Gables,
Florida
|
$39M
|
+$586K
|
+12,632
|
+1%
|
|
|
25
|
Capital Performance Advisors
Walnut Creek,
California
|
$36.6M
|
+$145K
|
+3,128
|
+0.4%
|
|
