Top 100 ETF Power Users - 2021

For details on how firms qualified for this list, please see our METHODOLOGY.

RankingFirmLocationTotal AUM
1Creative PlanningOverland Park, KS$90,033,700,864
2Financial Engines AdvisorsSanta Clara, CA$260,099,997,696
3Wealthfront AdvisersPalo Alto, CA$21,456,003,072
4AssetmarkConcord, CA$46,986,821,632
5Hightower AdvisorsChicago, IL$74,499,997,696
6Personal CapitalSan Francisco, CA$16,150,573,056
7Carson GroupOmaha, NE$15,210,614,784
8Mercer Global Advisors Denver, CO$19,869,911,040
9AE Wealth ManagementTopeka, KS$12,637,104,128
10First Command Advisory ServicesFort Worth, TX$14,684,871,680
11Wealth Enhancement Advisory ServicesPlymouth, MN$24,264,054,784
12Churchill Management GroupLos Angeles, CA$6,566,607,360
13AcornsIrvine, CA$4,736,343,040
14Allworth FinancialFolsom, CA$10,118,711,296
15Kestra Advisory ServicesAustin, TX$34,791,079,936
16VeritableNewtown Square, PA$17,635,674,112
17Boston Private WealthBoston, MA$14,427,653,120
18The Mather GroupChicago, IL$5,613,688,320
19Homrich BergAtlanta, GA$8,929,222,656
20Wealthspire AdvisorsNew York, NY$10,943,379,456
21Buckingham Strategic WealthSt Louis, MO$21,316,907,008
22Alesco AdvisorsPittsford, NY$4,249,736,192
23Horizon InvestmentsCharlotte, NC$3,409,441,024
24Matson MoneyMason, OH$16,362,929,152
25ARGI Investment ServicesLouisville, KY$3,700,382,208
26Ballentine PartnersWaltham, MA$8,673,380,352
27Steward Partners Investment AdvisoryNew York, NY$9,824,105,472
28Lido AdvisorsLos Angeles, CA$7,692,386,816
29Beacon Capital ManagementDayton, OH$3,342,878,720
30Stratos Wealth PartnersBeachwood, OH$8,498,228,736
31Integrated Wealth ConceptsWaltham, MA$5,005,059,072
32Gradient InvestmentsArden Hills, MN$3,237,742,592
33Sequoia Financial GroupAkron, OH$5,547,443,200
34Foundations Investment AdvisorsPhoenix, AZ$1,945,650,816
35SigFig Wealth ManagementTucson, AZ$1,422,144,384
36Evoke AdvisorsLos Angeles, CA$7,703,721,984
37SPCAnn Arbor, MI$5,588,131,328
38Avantax Planning PartnersDubuque, IA$4,592,459,776
39Swan Global InvestmentsDurango, CO$2,207,815,936
40Clark Capital Management GroupPhiladelphia, PA$17,305,231,360
41BKD Wealth AdvisorsSpringfield, MO$4,977,812,992
42JMG Financial Group LtdDowners Grove, IL$3,788,218,880
43Goss AdvisorsNew Orleans, LA$5,681,830,400
44TruepointCincinnati, OH$3,864,680,704
45SignatureFDAtlanta, GA$4,577,996,800
46Modera Wealth ManagementWestwood, NJ$4,957,474,304
47Spire Wealth ManagementReston, VA$4,259,478,784
48Resources Investment AdvisorsOverland Park, KS$64,797,868,032
49Beacon Pointe AdvisorsNewport Beach, CA$12,441,992,192
50Moneta Group Investment AdvisorsSt. Louis, MO$27,417,700,352
51RSM US Wealth ManagementMinneapolis, MN$7,464,411,648
52Angeles Investment AdvisorsSanta Monica, CA$6,599,133,184
53AdvicePeriodLos Angeles, CA$4,458,760,704
54SEIALos Angeles, CA$10,209,320,960
55Johnson Investment CounselCincinnati, OH$15,525,433,344
56AspiriantLos Angeles, CA$14,512,798,720
57AJ WealthNew York, NY$2,036,999,936
58Mission Wealth ManagementSanta Barbara, CA$3,725,610,496
59Miracle Mile AdvisorsLos Angeles, CA$2,012,823,424
60RegentAtlanticMorristown, NJ$5,156,329,472
61Grimes & CompanyWestborough, MA$3,459,680,768
62Tiedemann AdvisorsNew York, NY$18,414,999,552
63Madison Asset ManagementMadison, WI$5,314,374,656
64Trilogy CapitalHuntington Beach, CA$1,366,034,816
65Carroll Financial Associates IncCharlotte, NC$4,085,363,200
66Advisory Services NetworkAtlanta, GA$4,433,167,360
67Destination Wealth ManagementWalnut Creek, CA$3,226,536,192
68Karpus Investment ManagementPittsford, NY$4,094,689,536
69Capital Investment AdvisorsAtlanta, GA$3,227,446,016
70Parallel AdvisorsSan Francisco, CA$3,811,586,304
71Sand Hill Global AdvisorsPalo Alto, CA$3,082,624,256
72TownSquare CapitalProvo, UT$3,609,502,464
73Halbert HargroveLong Beach, CA$2,762,891,008
74B|O|SSan Francisco, CA$5,023,099,392
75Geode Capital ManagementBoston, MA$682,132,701,184
76Independent Financial PartnersTampa, FL$8,991,757,312
77F.L.Putnam Investment Management Co.Wellesley, MA$3,721,873,664
78Choate Investment AdvisorsBoston, MA$5,740,825,600
79HBKS Wealth AdvisorsErie, PA$4,247,821,824
80Advisory AlphaHolland, MI$1,245,457,664
81NorthCoast Asset ManagementGreenwich, CT$2,131,246,080
82Linscomb & WilliamsHouston, TX$4,218,658,560
83Waldron Private WealthBridgeville, PA$3,455,593,216
84Wealthcare Advisory PartnersWest Chester, PA$2,550,559,488
85Wharton Business GroupMalvern, PA$3,069,704,704
86Pure Financial AdvisorsSan Diego, CA$3,291,653,120
87Strategic Financial ServicesUtica, NY$1,582,080,640
88PlancorpSaint Louis, MO$5,067,823,616
89Balasa Dinverno FoltzItasca, IL$5,366,480,384
90FEGCincinnati, OH$15,227,459,584
91Full Sail CapitalOklahoma City, OK$1,331,014,144
92Jaffe Tilchin Investment PartnersTampa, FL$1,151,320,704
93Hamilton CapitalColumbus, OH$2,911,016,448
94Mutual AdvisorsCasper, WY$3,592,868,864
95Heritage Wealth AdvisorsRichmond, VA$2,668,745,216
96Ritholtz Wealth ManagementNew York, NY$1,806,283,392
97Capital AnalystsFort Washington, PA$6,058,742,784
98Valeo Financial AdvisorsCarmel, IN$6,391,630,848
99BakerAvenueSan Francisco, CA$2,039,786,496
100Connecticut Wealth ManagementFarmington, CT$2,095,753,088