|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$480M
|
+$6.77M
|
+203,686
|
+1%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$384M
|
+$382M
|
+11,482,637
|
New
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$311M
|
+$22.4M
|
+673,732
|
+8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$307M
|
+$50M
|
+1,504,275
|
+20%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$262M
|
+$54.9M
|
+1,650,788
|
+27%
|
|
|
6
|
Index Fund Advisors
Irvine,
California
|
$242M
|
+$269K
|
+8,087
|
+0.1%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$232M
|
-$738K
|
-22,202
|
-0.3%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$201M
|
+$5.21M
|
+156,830
|
+3%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$198M
|
+$113M
|
+3,397,208
|
+136%
|
|
|
10
|
Resource Consulting Group
Orlando,
Florida
|
$150M
|
+$1.67M
|
+50,291
|
+1%
|
|
|
11
|
TFO Wealth Partners
Maumee,
Ohio
|
$111M
|
+$130M
|
+3,912,942
|
+586%
|
|
|
12
|
Modera Wealth Management
Westwood,
New Jersey
|
$111M
|
+$17.8M
|
+534,759
|
+19%
|
|
|
13
|
Equius Partners
Novato,
California
|
$99.4M
|
-$1.96M
|
-58,899
|
-2%
|
|
|
14
|
Pathstone Family Office
Englewood,
New Jersey
|
$95.3M
|
+$1.07M
|
+32,084
|
+1%
|
|
|
15
|
Truepoint Inc
Cincinnati,
Ohio
|
$86.7M
|
+$4.11M
|
+123,712
|
+5%
|
|
|
16
|
|
$79.1M
|
-$69.6M
|
-2,095,634
|
-96%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$70M
|
+$819K
|
+24,659
|
+1%
|
|
|
18
|
ML&R Wealth Management
Austin,
Texas
|
$68.7M
|
+$3.04M
|
+91,588
|
+5%
|
|
|
19
|
TCI Wealth Advisors
Tucson,
Arizona
|
$64.9M
|
+$1.56M
|
+46,833
|
+2%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$58.5M
|
+$180K
|
+5,429
|
+0.3%
|
|
|
21
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$53.4M
|
-$166K
|
-5,006
|
-0.3%
|
|
|
22
|
Foster Group
West Des Moines,
Iowa
|
$52.2M
|
-$854K
|
-25,686
|
-2%
|
|
|
23
|
Forum Financial Management
Lombard,
Illinois
|
$51.2M
|
+$5.23M
|
+157,355
|
+11%
|
|
|
24
|
Symmetry Partners
Glastonbury,
Connecticut
|
$50.4M
|
-$1.28M
|
-38,622
|
-3%
|
|
|
25
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$47.5M
|
-$1.09M
|
-32,842
|
-2%
|
|
