|
1
|
Creative Planning
Overland Park,
Kansas
|
$614M
|
+$39.9M
|
+910,216
|
+7%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$596M
|
+$9.43M
|
+214,969
|
+2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$387M
|
+$97.8M
|
+2,229,349
|
+36%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$371M
|
-$3.22M
|
-73,465
|
-0.9%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$216M
|
-$1.25M
|
-28,509
|
-0.6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$150M
|
+$2.35M
|
+53,479
|
+2%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$140M
|
+$3.56M
|
+81,162
|
+3%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$128M
|
+$1.36M
|
+31,051
|
+1%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$125M
|
+$9.98M
|
+227,388
|
+9%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$114M
|
-$2.27M
|
-51,770
|
-2%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$83M
|
+$6.8M
|
+154,879
|
+9%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$80.5M
|
-$312K
|
-7,116
|
-0.4%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$78.2M
|
+$1.4M
|
+31,888
|
+2%
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
$78.1M
|
-$995K
|
-22,668
|
-1%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
$73.5M
|
+$1.48M
|
+33,771
|
+2%
|
|
|
16
|
Abacus Wealth Partners
Santa Monica,
California
|
$63.5M
|
-$173K
|
-3,943
|
-0.3%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
$57.6M
|
+$20.5M
|
+466,069
|
+60%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$57.1M
|
+$54.1M
|
+1,231,849
|
New
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$54.4M
|
+$37.8M
|
+861,927
|
+390%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$53.4M
|
-$358K
|
-8,146
|
-0.7%
|
|
|
21
|
MBB Public Markets
Chicago,
Illinois
|
$49.5M
|
–
|
–
|
–
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$49.1M
|
+$15M
|
+341,683
|
+48%
|
|
|
23
|
Team Hewins
Redwood City,
California
|
$47.5M
|
-$119K
|
-2,701
|
-0.3%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$44.9M
|
+$1.84M
|
+41,823
|
+5%
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
$44M
|
+$1.54M
|
+35,064
|
+4%
|
|
