|
1
|
Creative Planning
Overland Park,
Kansas
|
$844M
|
-$11.8M
|
-186,197
|
-1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$822M
|
-$8.89M
|
-140,019
|
-1%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$646M
|
+$9.03M
|
+142,102
|
+1%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$399M
|
-$3.74M
|
-58,833
|
-0.9%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$357M
|
+$26.8M
|
+421,317
|
+8%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$345M
|
+$11.9M
|
+186,835
|
+4%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$299M
|
-$2.99M
|
-47,131
|
-1%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$269M
|
+$7.47M
|
+117,544
|
+3%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$184M
|
+$400K
|
+6,295
|
+0.2%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$165M
|
-$178M
|
-2,797,235
|
-51%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$159M
|
-$3.8M
|
-59,908
|
-2%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$141M
|
+$30.7M
|
+483,687
|
+29%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$128M
|
+$17.1M
|
+269,872
|
+15%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$112M
|
-$3.06M
|
-48,119
|
-3%
|
|
|
15
|
Trust Company of the South
Greensboro,
North Carolina
|
$112M
|
-$1.92M
|
-30,248
|
-2%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$97M
|
+$8.17M
|
+128,599
|
+9%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$95.6M
|
+$14.3M
|
+225,621
|
+17%
|
|
|
18
|
Capital Performance Advisors
Walnut Creek,
California
|
$93.4M
|
+$2.39M
|
+37,651
|
+3%
|
|
|
19
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$92.7M
|
+$2.2M
|
+34,647
|
+2%
|
|
|
20
|
Truepoint Inc
Cincinnati,
Ohio
|
$92.5M
|
-$1.49M
|
-23,499
|
-2%
|
|
|
21
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$91.3M
|
+$4.59M
|
+72,313
|
+5%
|
|
|
22
|
Plancorp LLC
Saint Louis,
Missouri
|
$90.1M
|
-$2.87M
|
-45,267
|
-3%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$85.8M
|
+$2.12M
|
+33,366
|
+2%
|
|
|
24
|
Abacus Wealth Partners
Santa Monica,
California
|
$84.8M
|
-$620K
|
-9,762
|
-0.7%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$75.6M
|
-$3.22M
|
-50,649
|
-4%
|
|
