|
1
|
Creative Planning
Overland Park,
Kansas
|
$783M
|
-$4.12M
|
-72,019
|
-0.5%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$678M
|
-$2.04M
|
-35,736
|
-0.3%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$498M
|
+$9.24M
|
+161,583
|
+2%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$401M
|
-$9.91M
|
-173,233
|
-2%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$286M
|
-$3.33M
|
-58,140
|
-1%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$268M
|
+$70.6M
|
+1,234,171
|
+34%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$224M
|
+$26.2M
|
+458,509
|
+13%
|
|
|
8
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$164M
|
+$5.45M
|
+95,256
|
+3%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$153M
|
-$571K
|
-9,973
|
-0.4%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$127M
|
+$5.22M
|
+91,246
|
+4%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$126M
|
-$4.41M
|
-77,109
|
-3%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$124M
|
+$21.9M
|
+382,653
|
+21%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$114M
|
-$12.9K
|
-226
|
-0%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$109M
|
+$7.25M
|
+126,778
|
+7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
-$6.58M
|
-115,015
|
-6%
|
|
|
16
|
Trust Company of the South
Greensboro,
North Carolina
|
$101M
|
-$1.13M
|
-19,749
|
-1%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
$96.1M
|
-$9.44M
|
-164,998
|
-9%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$93.4M
|
-$4.37M
|
-76,403
|
-4%
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
$89.6M
|
-$1.45M
|
-25,373
|
-2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$83.8M
|
-$42.6M
|
-744,667
|
-33%
|
|
|
21
|
Truepoint Inc
Cincinnati,
Ohio
|
$81.8M
|
-$875K
|
-15,299
|
-1%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
$73.6M
|
+$7.58M
|
+132,428
|
+11%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$69.2M
|
+$71.2M
|
+1,243,769
|
New
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$67M
|
+$501K
|
+8,765
|
+0.7%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$61.6M
|
-$255K
|
-4,463
|
-0.4%
|
|
