|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$8.61億
|
+$2596万
|
+1,067,107
|
+3%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
$7.89億
|
+$2305万
|
+947,671
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.38億
|
+$1.5億
|
+6,169,030
|
+39%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.88億
|
+$688万
|
+282,668
|
+2%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.72億
|
-$692万
|
-284,363
|
-2%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$2.5億
|
+$1.19億
|
+4,893,013
|
+90%
|
|
|
7
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.97億
|
+$1148万
|
+471,877
|
+6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.86億
|
+$2518万
|
+1,035,189
|
+16%
|
|
|
9
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.63億
|
+$2156万
|
+886,584
|
+15%
|
|
|
10
|
Greenspring Advisors
Towson,
Maryland
|
$1.6億
|
-$375万
|
-153,998
|
-2%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.54億
|
-$126万
|
-51,736
|
-0.8%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.5億
|
-$1.23億
|
-5,058,100
|
-45%
|
|
|
13
|
Private Ocean
San Rafael,
California
|
$1.31億
|
+$1431万
|
+588,293
|
+12%
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$1.31億
|
+$2050万
|
+842,678
|
+19%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$1.26億
|
+$815万
|
+335,165
|
+7%
|
|
|
16
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.26億
|
+$219万
|
+90,164
|
+2%
|
|
|
17
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$1.23億
|
+$539万
|
+221,681
|
+5%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.11億
|
+$6920万
|
+2,845,151
|
+164%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
$1.1億
|
+$463万
|
+190,183
|
+4%
|
|
|
20
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.1億
|
+$376万
|
+154,398
|
+4%
|
|
|
21
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.07億
|
+$844万
|
+347,036
|
+9%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$1.06億
|
+$1.06億
|
+4,372,186
|
新規
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.01億
|
+$4348万
|
+1,787,634
|
+76%
|
|
|
24
|
Heritage Financial Services
Westwood,
Massachusetts
|
$9822万
|
+$1655万
|
+680,595
|
+20%
|
|
|
25
|
Austin Asset Management
Austin,
Texas
|
$9611万
|
–
|
–
|
–
|
|
