|
1
|
Creative Planning
Overland Park,
Kansas
|
$739M
|
+$29.1M
|
+555,638
|
+4%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$645M
|
-$11M
|
-209,119
|
-2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$448M
|
-$24M
|
-457,112
|
-5%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$389M
|
-$11.8M
|
-225,118
|
-3%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$251M
|
+$1.55M
|
+29,571
|
+0.6%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$192M
|
-$2.14M
|
-40,749
|
-1%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$144M
|
+$651K
|
+12,407
|
+0.4%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
$143M
|
+$36.6M
|
+698,381
|
+34%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$142M
|
+$8.84M
|
+168,457
|
+7%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$137M
|
-$10.3M
|
-197,009
|
-7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
-$16.8M
|
-319,376
|
-12%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$122M
|
+$3.01M
|
+57,397
|
+3%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$109M
|
+$6.49M
|
+123,690
|
+6%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$107M
|
+$1.52M
|
+28,886
|
+1%
|
|
|
15
|
RW Investment Management
Eagle,
Idaho
|
$98M
|
+$3.79M
|
+72,224
|
+4%
|
|
|
16
|
Trust Company of the South
Greensboro,
North Carolina
|
$95.5M
|
-$1.27M
|
-24,286
|
-1%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$93.7M
|
+$1.69M
|
+32,228
|
+2%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$86M
|
-$667K
|
-12,717
|
-0.8%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$84M
|
+$10.2M
|
+193,519
|
+13%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$80.9M
|
+$12.7M
|
+242,751
|
+18%
|
|
|
21
|
Truepoint Inc
Cincinnati,
Ohio
|
$77.5M
|
-$4.18M
|
-79,636
|
-5%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
$62.9M
|
-$698K
|
-13,309
|
-1%
|
|
|
23
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$62M
|
+$7.18M
|
+136,838
|
+13%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$58.7M
|
-$694K
|
-13,233
|
-1%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$51.7M
|
-$468K
|
-8,926
|
-0.9%
|
|
