|
1
|
Creative Planning
Overland Park,
Kansas
|
$714M
|
+$25M
|
+534,891
|
+4%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$664M
|
-$5.66M
|
-121,095
|
-0.9%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$480M
|
+$10.3M
|
+219,728
|
+2%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$410M
|
-$5.11M
|
-109,300
|
-1%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$284M
|
+$15.2M
|
+325,154
|
+6%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$153M
|
+$10.5M
|
+224,381
|
+8%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$144M
|
+$481K
|
+10,299
|
+0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$142M
|
+$578K
|
+12,361
|
+0.5%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$141M
|
-$15.2M
|
-325,023
|
-11%
|
|
|
10
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$132M
|
-$3.03M
|
-64,846
|
-3%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$117M
|
-$3.94M
|
-84,202
|
-4%
|
|
|
12
|
Trust Company of the South
Greensboro,
North Carolina
|
$100M
|
+$89.4M
|
+1,911,319
|
New
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$97.9M
|
+$132K
|
+2,829
|
+0.2%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$92.9M
|
+$19.7M
|
+421,856
|
+31%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$91.4M
|
+$1.55M
|
+33,060
|
+2%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$89.6M
|
-$466K
|
-9,963
|
-0.6%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
$89.5M
|
+$8.83M
|
+188,935
|
+12%
|
|
|
18
|
Truepoint Inc
Cincinnati,
Ohio
|
$85M
|
-$1.72M
|
-36,798
|
-2%
|
|
|
19
|
Resource Consulting Group
Orlando,
Florida
|
$82.3M
|
-$584K
|
-12,486
|
-0.8%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$71.9M
|
+$4.4M
|
+94,165
|
+7%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$66.1M
|
+$2.69M
|
+57,569
|
+5%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
$65.9M
|
-$1.21M
|
-25,870
|
-2%
|
|
|
23
|
MBB Public Markets
Chicago,
Illinois
|
$64M
|
-$3.66M
|
-78,188
|
-6%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$60.7M
|
+$51.7K
|
+1,105
|
+0.1%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$52.7M
|
-$410K
|
-8,767
|
-0.9%
|
|
