|
1
|
Creative Planning
Overland Park,
Kansas
|
$816M
|
-$11.6M
|
-199,390
|
-1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$791M
|
+$2.38M
|
+40,703
|
+0.3%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$608M
|
+$26.5M
|
+454,334
|
+5%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$384M
|
-$4.54M
|
-77,874
|
-1%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$324M
|
+$266M
|
+4,559,355
|
+516%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$317M
|
+$21.7M
|
+371,114
|
+7%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$315M
|
+$53.7M
|
+919,456
|
+21%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$288M
|
+$2.06M
|
+35,221
|
+0.7%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$249M
|
+$244M
|
+4,183,471
|
New
|
|
|
10
|
Align Financial
Hermantown,
Minnesota
|
$199M
|
+$11.6M
|
+198,983
|
New
|
|
|
11
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$175M
|
-$121K
|
-2,072
|
-0.1%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$155M
|
+$5.08M
|
+87,070
|
+3%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$124M
|
-$5.87M
|
-100,520
|
-5%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$110M
|
-$1.29M
|
-22,024
|
-1%
|
|
|
15
|
Trust Company of the South
Greensboro,
North Carolina
|
$108M
|
+$2.43M
|
+41,665
|
+2%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$106M
|
+$5.39M
|
+92,290
|
+5%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
$98.2M
|
-$369K
|
-6,330
|
-0.4%
|
|
|
18
|
Truepoint Inc
Cincinnati,
Ohio
|
$89.6M
|
-$1.13M
|
-19,354
|
-1%
|
|
|
19
|
Capital Performance Advisors
Walnut Creek,
California
|
$86.8M
|
+$41.5M
|
+710,659
|
+95%
|
|
|
20
|
Plancorp LLC
Saint Louis,
Missouri
|
$85.7M
|
-$2.41M
|
-41,221
|
-3%
|
|
|
21
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$85.4M
|
+$81.9M
|
+1,403,940
|
+8,960%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$84.8M
|
-$3.39M
|
-58,151
|
-4%
|
|
|
23
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$83.9M
|
+$427K
|
+7,326
|
+0.5%
|
|
|
24
|
Abacus Wealth Partners
Santa Monica,
California
|
$81.4M
|
-$4.36M
|
-74,787
|
-5%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$79.8M
|
+$2.6M
|
+44,552
|
+3%
|
|
