|
1
|
Creative Planning
Overland Park,
Kansas
|
$745M
|
+$2.9M
|
+56,276
|
+0.4%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$688M
|
-$2.49M
|
-48,318
|
-0.4%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$495M
|
-$4.23M
|
-82,259
|
-0.9%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$421M
|
-$5.72M
|
-111,148
|
-1%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$262M
|
-$31.7M
|
-615,897
|
-11%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$203M
|
+$53.7M
|
+1,042,506
|
+39%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$155M
|
-$3.53M
|
-68,483
|
-2%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$151M
|
+$1.01M
|
+19,622
|
+0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$148M
|
+$357K
|
+6,938
|
+0.3%
|
|
|
10
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$139M
|
+$2.08M
|
+40,389
|
+2%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$125M
|
+$3.4M
|
+66,111
|
+3%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$112M
|
+$14.8M
|
+287,480
|
+16%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$111M
|
+$75.8M
|
+1,471,645
|
+262%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$108M
|
+$5.63M
|
+109,308
|
+6%
|
|
|
15
|
Trust Company of the South
Greensboro,
North Carolina
|
$102M
|
-$2.39M
|
-46,451
|
-2%
|
|
|
16
|
RW Investment Management
Eagle,
Idaho
|
$98.9M
|
+$5.54M
|
+107,625
|
+6%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$96.6M
|
+$1.46M
|
+28,326
|
+2%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$90.9M
|
-$2.17M
|
-42,101
|
-2%
|
|
|
19
|
Truepoint Inc
Cincinnati,
Ohio
|
$85.6M
|
-$2.65M
|
-51,503
|
-3%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$77.8M
|
+$1.91M
|
+37,139
|
+3%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$71.7M
|
+$2.81M
|
+54,662
|
+4%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
$66.7M
|
-$1.77M
|
-34,437
|
-3%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$62.3M
|
-$812K
|
-15,778
|
-1%
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$57M
|
+$5.8M
|
+112,703
|
+12%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$54.7M
|
-$103K
|
-2,001
|
-0.2%
|
|
