|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.2億
|
+$5041万
|
+1,598,446
|
+3%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$14.8億
|
+$8238万
|
+2,612,418
|
+6%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$12億
|
-$6675万
|
-2,116,796
|
-5%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12億
|
-$1423万
|
-451,319
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.69億
|
+$755万
|
+239,260
|
+1%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.25億
|
+$1698万
|
+538,590
|
+4%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.47億
|
-$706万
|
-223,835
|
-2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.19億
|
-$2229万
|
-706,793
|
-7%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$3.15億
|
+$1.39億
|
+4,416,364
|
+83%
|
|
|
10
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$2.96億
|
+$785万
|
+248,822
|
+3%
|
|
|
11
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.92億
|
+$78.7万
|
+24,958
|
+0.3%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$2.74億
|
+$4122万
|
+1,307,261
|
+18%
|
|
|
13
|
Private Ocean
San Rafael,
California
|
$2.43億
|
+$1748万
|
+554,356
|
+8%
|
|
|
14
|
Greenspring Advisors
Towson,
Maryland
|
$2.38億
|
+$542万
|
+171,881
|
+2%
|
|
|
15
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$2.31億
|
+$1417万
|
+449,183
|
+7%
|
|
|
16
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$2.09億
|
+$312万
|
+99,017
|
+2%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$2.07億
|
-$236万
|
-74,954
|
-1%
|
|
|
18
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.98億
|
+$649万
|
+205,801
|
+3%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$1.75億
|
+$165万
|
+52,251
|
+1%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.69億
|
-$204万
|
-64,680
|
-1%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.68億
|
-$295万
|
-93,655
|
-2%
|
|
|
22
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$1.67億
|
+$235万
|
+74,590
|
+2%
|
|
|
23
|
Pure Financial Advisors
San Diego,
California
|
$1.55億
|
-$394万
|
-124,894
|
-3%
|
|
|
24
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.52億
|
+$790万
|
+250,379
|
+6%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.5億
|
+$388万
|
+122,941
|
+3%
|
|
