|
1
|
Index Fund Advisors
Irvine,
California
|
$250M
|
-$2.38M
|
-56,890
|
-0.9%
|
|
|
2
|
Plancorp LLC
Saint Louis,
Missouri
|
$236M
|
-$1.37M
|
-32,834
|
-0.6%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$221M
|
+$835K
|
+19,964
|
+0.4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$186M
|
+$7.16M
|
+171,154
|
+4%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$150M
|
+$1.18M
|
+28,112
|
+0.8%
|
|
|
6
|
ML&R Wealth Management
Austin,
Texas
|
$91.6M
|
+$1.66M
|
+39,707
|
+2%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
$91.3M
|
+$3.78M
|
+90,458
|
+4%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$72.1M
|
+$5.65M
|
+135,024
|
+8%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$71.3M
|
+$71.7M
|
+1,714,199
|
New
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$69M
|
+$1.65M
|
+39,584
|
+2%
|
|
|
11
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$61.5M
|
-$777K
|
-18,575
|
-1%
|
|
|
12
|
Forum Financial Management
Lombard,
Illinois
|
$59.8M
|
+$4.29M
|
+102,698
|
+8%
|
|
|
13
|
G2 Capital Management
Columbus,
Ohio
|
$59.6M
|
-$4.05M
|
-96,814
|
-6%
|
|
|
14
|
Foster Group
West Des Moines,
Iowa
|
$51.8M
|
-$878K
|
-21,006
|
-2%
|
|
|
15
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$50.8M
|
+$3.92M
|
+93,823
|
+8%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$49.7M
|
+$2.6M
|
+62,280
|
+6%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$49.4M
|
-$638K
|
-15,249
|
-1%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$49.3M
|
+$2.84K
|
+68
|
+0%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$47M
|
+$2.62M
|
+62,604
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$46.2M
|
+$3.87M
|
+92,551
|
+9%
|
|
|
21
|
Equius Partners
Novato,
California
|
$44.7M
|
+$291K
|
+6,957
|
+0.7%
|
|
|
22
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$42.9M
|
+$41.2M
|
+984,938
|
New
|
|
|
23
|
Colony Family Offices
Charlotte,
North Carolina
|
$42.5M
|
-$215K
|
-5,144
|
-0.5%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.4M
|
+$495K
|
+11,832
|
+1%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$39.5M
|
+$284K
|
+6,802
|
+0.7%
|
|
