|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$480M
|
–
|
–
|
–
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$424M
|
+$110M
|
+3,220,785
|
+34%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$384M
|
-$229K
|
-6,679
|
-0.1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$363M
|
+$58M
|
+1,693,241
|
+18%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$329M
|
+$68.8M
|
+2,008,761
|
+26%
|
|
|
6
|
Index Fund Advisors
Irvine,
California
|
$239M
|
-$3.82M
|
-111,711
|
-2%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$231M
|
-$1.76M
|
-51,280
|
-0.7%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$203M
|
+$1.33M
|
+38,978
|
+0.6%
|
|
|
9
|
Resource Consulting Group
Orlando,
Florida
|
$150M
|
-$38K
|
-1,109
|
-0%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$147M
|
-$51.6M
|
-1,508,507
|
-26%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
$87M
|
-$24.7M
|
-721,808
|
-22%
|
|
|
12
|
|
$75.5M
|
+$74.4M
|
+2,172,973
|
+2,643%
|
|
|
13
|
ML&R Wealth Management
Austin,
Texas
|
$72.4M
|
+$3.71M
|
+108,386
|
+5%
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
$69.7M
|
-$17.3M
|
-506,710
|
-20%
|
|
|
15
|
Choreo LLC
Rockford,
Illinois
|
$66.4M
|
-$3.72M
|
-108,622
|
-5%
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
$65.6M
|
+$739K
|
+21,574
|
+1%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$60.1M
|
+$1.65M
|
+48,066
|
+3%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$56.5M
|
+$9.6M
|
+280,434
|
+20%
|
|
|
19
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$52.9M
|
-$415K
|
-12,129
|
-0.8%
|
|
|
20
|
Foster Group
West Des Moines,
Iowa
|
$52M
|
-$276K
|
-8,052
|
-0.5%
|
|
|
21
|
Forum Financial Management
Lombard,
Illinois
|
$50.9M
|
-$305K
|
-8,903
|
-0.6%
|
|
|
22
|
Symmetry Partners
Glastonbury,
Connecticut
|
$48.9M
|
-$1.1M
|
-32,136
|
-2%
|
|
|
23
|
Pathstone Family Office
Englewood,
New Jersey
|
$47.2M
|
-$49.2M
|
-1,436,927
|
-50%
|
|
|
24
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$47.1M
|
-$393K
|
-11,466
|
-0.8%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$44.4M
|
+$194K
|
+5,672
|
+0.4%
|
|
