|
1
|
Index Fund Advisors
Irvine,
California
|
$319M
|
+$310M
|
+6,162,397
|
New
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$301M
|
-$3.82M
|
-76,035
|
-1%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$277M
|
-$6.35M
|
-126,406
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$241M
|
-$885K
|
-17,602
|
-0.4%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$195M
|
-$1.55M
|
-30,779
|
-0.8%
|
|
|
6
|
ML&R Wealth Management
Austin,
Texas
|
$110M
|
+$107M
|
+2,130,657
|
New
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
$110M
|
+$1.14M
|
+22,724
|
+1%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$88.9M
|
+$86.4M
|
+1,719,430
|
New
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$81.2M
|
-$2.5M
|
-49,717
|
-3%
|
|
|
10
|
G2 Capital Management
Columbus,
Ohio
|
$79.9M
|
+$77.7M
|
+1,545,999
|
New
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$75.7M
|
-$370K
|
-7,359
|
-0.5%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$71M
|
+$69.1M
|
+1,374,213
|
New
|
|
|
13
|
Foster Group
West Des Moines,
Iowa
|
$68.3M
|
-$893K
|
-17,774
|
-1%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$64.5M
|
-$362K
|
-7,193
|
-0.6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$61.2M
|
+$181K
|
+3,608
|
+0.3%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$60.7M
|
+$1.36M
|
+26,966
|
+2%
|
|
|
17
|
Dowling & Yahnke
San Diego,
California
|
$56.9M
|
-$1.68M
|
-33,337
|
-3%
|
|
|
18
|
Equius Partners
Novato,
California
|
$56.5M
|
+$54.9M
|
+1,093,003
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$55.4M
|
+$4.67M
|
+92,995
|
+10%
|
|
|
20
|
Colony Family Offices
Charlotte,
North Carolina
|
$53.3M
|
+$610K
|
+12,146
|
+1%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$50.3M
|
+$923K
|
+18,371
|
+2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$46M
|
+$1.92M
|
+38,296
|
+4%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$42.7M
|
+$1.95M
|
+38,741
|
+5%
|
|
|
24
|
McLean Asset Management
Tysons,
Virginia
|
$41.5M
|
+$62.9K
|
+1,251
|
+0.2%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$41.2M
|
+$58.7K
|
+1,167
|
+0.1%
|
|
