|
1
|
Creative Planning
Overland Park,
Kansas
|
$787M
|
-$5.77M
|
-106,792
|
-0.7%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$680M
|
+$661M
|
+12,223,851
|
New
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$489M
|
+$8.34M
|
+154,338
|
+2%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$410M
|
-$7.45M
|
-137,744
|
-2%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$289M
|
+$18.6M
|
+343,632
|
+7%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$199M
|
-$5.88M
|
-108,810
|
-3%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$198M
|
+$43.1M
|
+797,607
|
+29%
|
|
|
8
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$159M
|
+$6.94M
|
+128,280
|
+5%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$154M
|
-$466K
|
-8,616
|
-0.3%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$131M
|
-$234K
|
-4,326
|
-0.2%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$124M
|
-$21.6M
|
-399,538
|
-15%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$122M
|
+$4.87M
|
+90,019
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$114M
|
-$18.4M
|
-339,619
|
-14%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$114M
|
-$994K
|
-18,378
|
-0.9%
|
|
|
15
|
RW Investment Management
Eagle,
Idaho
|
$105M
|
+$76.5K
|
+1,415
|
+0.1%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$103M
|
+$15.6M
|
+288,340
|
+18%
|
|
|
17
|
Trust Company of the South
Greensboro,
North Carolina
|
$102M
|
-$702K
|
-12,989
|
-0.7%
|
|
|
18
|
Willow Creek Wealth Management
Sebastopol,
California
|
$102M
|
+$1.01M
|
+18,732
|
+1%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$95.8M
|
+$5.82M
|
+107,588
|
+7%
|
|
|
20
|
Plancorp LLC
Saint Louis,
Missouri
|
$90.9M
|
-$1.27M
|
-23,459
|
-1%
|
|
|
21
|
Truepoint Inc
Cincinnati,
Ohio
|
$82.6M
|
-$446K
|
-8,254
|
-0.6%
|
|
|
22
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$66.5M
|
+$1.13M
|
+20,943
|
+2%
|
|
|
23
|
Abacus Wealth Partners
Santa Monica,
California
|
$66.2M
|
-$1.2M
|
-22,260
|
-2%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$61.9M
|
-$1.02M
|
-18,924
|
-2%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$55.7M
|
+$284K
|
+5,254
|
+0.5%
|
|
