|
1
|
Creative Planning
Overland Park,
Kansas
|
$810M
|
-$10.7M
|
-188,647
|
-1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$771M
|
+$27.6M
|
+485,231
|
+4%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$568M
|
+$22.8M
|
+399,577
|
+4%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$380M
|
+$19.9M
|
+349,087
|
+6%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$289M
|
+$20.4M
|
+357,646
|
+8%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$279M
|
+$396K
|
+6,958
|
+0.1%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$254M
|
-$27.6M
|
-484,474
|
-10%
|
|
|
8
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$166M
|
-$1.24M
|
-21,855
|
-0.8%
|
|
|
9
|
Asset Dedication LLC
San Francisco,
California
|
$146M
|
+$6.66M
|
+116,955
|
+5%
|
|
|
10
|
Willow Creek Wealth Management
Sebastopol,
California
|
$125M
|
+$3.07M
|
+53,882
|
+3%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$123M
|
-$3.27M
|
-57,367
|
-3%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$109M
|
-$1.4M
|
-24,537
|
-1%
|
|
|
13
|
Trust Company of the South
Greensboro,
North Carolina
|
$104M
|
-$929K
|
-16,310
|
-0.9%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$98.2M
|
+$7.59M
|
+133,327
|
+9%
|
|
|
15
|
Apella Capital
West Hartford,
Connecticut
|
$93.7M
|
-$91.5K
|
-1,607
|
-0.1%
|
|
|
16
|
Truepoint Inc
Cincinnati,
Ohio
|
$88.7M
|
-$639K
|
-11,227
|
-0.7%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$86.3M
|
-$10.3M
|
-181,049
|
-11%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$86.2M
|
-$3.14M
|
-55,057
|
-4%
|
|
|
19
|
Abacus Wealth Partners
Santa Monica,
California
|
$83.9M
|
-$1.74M
|
-30,523
|
-2%
|
|
|
20
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$81.2M
|
+$3M
|
+52,626
|
+4%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$75.4M
|
+$1.94M
|
+34,024
|
+3%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$70.9M
|
+$1.13M
|
+19,885
|
+2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$70.4M
|
+$1.43M
|
+25,077
|
+2%
|
|
|
24
|
Premier Financial Group
Eureka,
California
|
$67.6M
|
+$176K
|
+3,098
|
+0.3%
|
|
|
25
|
Annandale Capital
Dallas,
Texas
|
$66M
|
+$477K
|
+8,371
|
+8%
|
|
