|
1
|
Creative Planning
Overland Park,
Kansas
|
$718M
|
-$6.95M
|
-126,349
|
-0.9%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$669M
|
+$43.9M
|
+796,900
|
+7%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$457M
|
-$3.74M
|
-67,926
|
-0.8%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$325M
|
-$48.6M
|
-884,000
|
-12%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$253M
|
+$5.23M
|
+95,097
|
+2%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$251M
|
-$13.9M
|
-253,486
|
-5%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$220M
|
+$13.9M
|
+252,973
|
+6%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$155M
|
+$43.2M
|
+784,895
|
+35%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$147M
|
+$4.86M
|
+88,274
|
+3%
|
|
|
10
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$136M
|
-$4.15M
|
-75,465
|
-3%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$119M
|
+$1.13M
|
+20,455
|
+0.9%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$111M
|
-$5.86M
|
-106,430
|
-5%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$105M
|
+$4.23M
|
+76,930
|
+4%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$102M
|
-$2.95M
|
-53,691
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.2M
|
-$1.99M
|
-36,198
|
-2%
|
|
|
16
|
Trust Company of the South
Greensboro,
North Carolina
|
$91.4M
|
-$1.8M
|
-32,768
|
-2%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$89.6M
|
+$12.9M
|
+234,014
|
+16%
|
|
|
18
|
RW Investment Management
Eagle,
Idaho
|
$85.4M
|
-$3.78M
|
-68,722
|
-4%
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
$82.3M
|
-$621K
|
-11,278
|
-0.7%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$79.6M
|
-$2.19M
|
-39,778
|
-2%
|
|
|
21
|
Truepoint Inc
Cincinnati,
Ohio
|
$75.2M
|
-$489K
|
-8,878
|
-0.6%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$72.7M
|
+$9.23M
|
+167,815
|
+13%
|
|
|
23
|
Abacus Wealth Partners
Santa Monica,
California
|
$68M
|
-$102K
|
-1,846
|
-0.1%
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$67M
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$58.4M
|
+$8.24M
|
+149,665
|
+15%
|
|
