|
1
|
Creative Planning
Overland Park,
Kansas
|
$599M
|
-$6.61M
|
-139,210
|
-1%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$586M
|
-$1.47M
|
-30,897
|
-0.2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$409M
|
+$28.5M
|
+599,382
|
+7%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$363M
|
-$2.27M
|
-47,747
|
-0.6%
|
|
|
5
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$310M
|
+$306M
|
+6,439,185
|
+7,038%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$233M
|
+$21.2M
|
+446,501
|
+10%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$138M
|
+$525K
|
+11,058
|
+0.4%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$125M
|
-$900K
|
-18,951
|
-0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$123M
|
-$25.3M
|
-533,077
|
-17%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$123M
|
+$10.9M
|
+230,555
|
+9%
|
|
|
11
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$118M
|
-$5.09M
|
-107,145
|
-4%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$106M
|
+$109M
|
+2,303,657
|
+22,335%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$85.3M
|
+$3.76M
|
+79,075
|
+4%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$78.7M
|
-$593K
|
-12,482
|
-0.7%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$78.3M
|
+$1.37M
|
+28,852
|
+2%
|
|
|
16
|
Truepoint Inc
Cincinnati,
Ohio
|
$75.9M
|
-$985K
|
-20,749
|
-1%
|
|
|
17
|
Resource Consulting Group
Orlando,
Florida
|
$72.4M
|
+$13.5K
|
+284
|
+0%
|
|
|
18
|
RW Investment Management
Eagle,
Idaho
|
$69.5M
|
+$13.2M
|
+278,516
|
+22%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
$61.8M
|
+$14M
|
+294,310
|
+28%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$60.4M
|
+$4.25M
|
+89,487
|
+7%
|
|
|
21
|
MBB Public Markets
Chicago,
Illinois
|
$59.4M
|
+$11.1M
|
+234,011
|
+22%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
$58.7M
|
-$3.97M
|
-83,662
|
-6%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$55.1M
|
+$5.81M
|
+122,320
|
+11%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$52.9M
|
+$390K
|
+8,203
|
+0.7%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$46.4M
|
-$348K
|
-7,327
|
-0.7%
|
|
