|
1
|
Creative Planning
Overland Park,
Kansas
|
$761M
|
+$7.65M
|
+150,227
|
+1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$688M
|
-$11.5M
|
-226,746
|
-2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$505M
|
+$24.3M
|
+476,529
|
+5%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$333M
|
-$7.17M
|
-140,867
|
-2%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$262M
|
-$2.83M
|
-55,536
|
-1%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$258M
|
-$4.6M
|
-90,315
|
-2%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$248M
|
+$16.9M
|
+331,821
|
+8%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$176M
|
+$12.9M
|
+253,917
|
+8%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$160M
|
-$1.06M
|
-20,834
|
-0.7%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$129M
|
+$4.64M
|
+91,093
|
+4%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$123M
|
-$29.5M
|
-579,773
|
-20%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$122M
|
+$292K
|
+5,739
|
+0.3%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$113M
|
+$3.54M
|
+69,450
|
+3%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$102M
|
-$4.78M
|
-93,901
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
-$608K
|
-11,931
|
-0.6%
|
|
|
16
|
Trust Company of the South
Greensboro,
North Carolina
|
$96.9M
|
+$1.03M
|
+20,307
|
+1%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
$92M
|
+$994K
|
+19,511
|
+1%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$89.7M
|
-$3.93M
|
-77,121
|
-4%
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
$88.9M
|
-$537K
|
-10,543
|
-0.6%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$83.8M
|
+$7.21M
|
+141,640
|
+10%
|
|
|
21
|
Plancorp LLC
Saint Louis,
Missouri
|
$82.9M
|
-$3.18M
|
-62,447
|
-4%
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
$82.8M
|
+$3.76M
|
+73,811
|
+5%
|
|
|
23
|
Abacus Wealth Partners
Santa Monica,
California
|
$79.4M
|
+$7.74M
|
+151,942
|
+12%
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$75M
|
+$6.35M
|
+124,642
|
+10%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$68.1M
|
+$12.6M
|
+246,921
|
+24%
|
|
