|
1
|
Index Fund Advisors
Irvine,
California
|
$300M
|
-$2.1M
|
-43,409
|
-0.7%
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$283M
|
-$2.09M
|
-43,215
|
-0.7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$266M
|
+$37.1M
|
+767,712
|
+16%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$258M
|
-$4.44M
|
-91,770
|
-2%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$183M
|
-$1.86M
|
-38,475
|
-1%
|
|
|
6
|
ML&R Wealth Management
Austin,
Texas
|
$105M
|
+$336K
|
+6,944
|
+0.3%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
$104M
|
+$47.8K
|
+988
|
+0%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$84.6M
|
+$276K
|
+5,700
|
+0.3%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$78.4M
|
+$1.41M
|
+29,088
|
+2%
|
|
|
10
|
G2 Capital Management
Columbus,
Ohio
|
$76.6M
|
+$780K
|
+16,133
|
+1%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$71.4M
|
-$356K
|
-7,373
|
-0.5%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$66.8M
|
-$597K
|
-12,355
|
-0.9%
|
|
|
13
|
Foster Group
West Des Moines,
Iowa
|
$63.7M
|
-$1M
|
-20,696
|
-2%
|
|
|
14
|
Choreo LLC
Rockford,
Illinois
|
$60.8M
|
-$379K
|
-7,840
|
-0.6%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$58.3M
|
+$296K
|
+6,127
|
+0.5%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$57.7M
|
+$185K
|
+3,825
|
+0.3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.6M
|
+$1.1M
|
+22,678
|
+2%
|
|
|
18
|
Equius Partners
Novato,
California
|
$53.3M
|
-$238K
|
-4,930
|
-0.5%
|
|
|
19
|
Dowling & Yahnke
San Diego,
California
|
$53.3M
|
-$654K
|
-13,523
|
-1%
|
|
|
20
|
Colony Family Offices
Charlotte,
North Carolina
|
$48.6M
|
-$1.9M
|
-39,297
|
-4%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$46.6M
|
-$1.08M
|
-22,422
|
-2%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$45.1M
|
+$4.57M
|
+94,490
|
+11%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$40.9M
|
+$20.5M
|
+423,159
|
+103%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$39M
|
-$63.8K
|
-1,320
|
-0.2%
|
|
|
25
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$39M
|
+$7.8M
|
+161,410
|
+25%
|
|
