|
1
|
|
$1.76B
|
+$1.84M
|
+42,401
|
+81%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
$266M
|
-$708K
|
-16,296
|
-0.3%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$249M
|
-$3.33M
|
-76,691
|
-1%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$221M
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$196M
|
-$1.92M
|
-44,223
|
-1%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$160M
|
-$322K
|
-7,411
|
-0.2%
|
|
|
7
|
ML&R Wealth Management
Austin,
Texas
|
$104M
|
+$6.12M
|
+140,962
|
+6%
|
|
|
8
|
TCI Wealth Advisors
Tucson,
Arizona
|
$100M
|
+$2.49M
|
+57,407
|
+3%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$78M
|
+$1.02M
|
+23,427
|
+1%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$77M
|
+$866K
|
+19,938
|
+1%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$72.9M
|
-$728K
|
-16,769
|
-1%
|
|
|
12
|
G2 Capital Management
Columbus,
Ohio
|
$67.9M
|
+$4.22M
|
+97,062
|
+7%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$64.5M
|
-$1.15M
|
-26,450
|
-2%
|
|
|
14
|
Forum Financial Management
Lombard,
Illinois
|
$63.4M
|
-$482K
|
-11,109
|
-0.8%
|
|
|
15
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$57.1M
|
+$2.88M
|
+66,426
|
+5%
|
|
|
16
|
Foster Group
West Des Moines,
Iowa
|
$54.9M
|
-$376K
|
-8,666
|
-0.7%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$54.7M
|
+$1.62M
|
+37,254
|
+3%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$52.4M
|
+$2.11M
|
+48,581
|
+4%
|
|
|
19
|
Choreo LLC
Rockford,
Illinois
|
$51.8M
|
-$899K
|
-20,712
|
-2%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$51.4M
|
-$1.14M
|
-26,238
|
-2%
|
|
|
21
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$50.8M
|
+$6.64M
|
+152,828
|
+16%
|
|
|
22
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$48.7M
|
+$9.4M
|
+216,355
|
+25%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$47.2M
|
-$2.15M
|
-49,463
|
-4%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$45.4M
|
+$78.3M
|
+1,803,659
|
+9,417%
|
|
|
25
|
Colony Family Offices
Charlotte,
North Carolina
|
$45.1M
|
-$355K
|
-8,170
|
-0.8%
|
|
