|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$20.3億
|
+$9294万
|
+2,785,992
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7億
|
+$8749万
|
+2,622,796
|
+5%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.7億
|
+$2180万
|
+653,375
|
+2%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$13.9億
|
+$3671万
|
+1,100,537
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.25億
|
+$254万
|
+76,098
|
+0.4%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.58億
|
-$2717万
|
-814,395
|
-5%
|
|
|
7
|
Apella Capital
West Hartford,
Connecticut
|
$4.63億
|
+$3234万
|
+969,442
|
+8%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.85億
|
+$579万
|
+173,627
|
+2%
|
|
|
9
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$3.82億
|
+$1659万
|
+497,242
|
+5%
|
|
|
10
|
SJS Investment Consulting
Sylvania,
Ohio
|
$3.2億
|
-$981万
|
-294,169
|
-3%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.16億
|
+$1.53億
|
+4,593,492
|
+109%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.13億
|
-$3071万
|
-920,602
|
-10%
|
|
|
13
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$2.88億
|
+$910万
|
+272,734
|
+4%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$2.82億
|
-$1512万
|
-453,305
|
-5%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$2.59億
|
-$1088万
|
-326,014
|
-4%
|
|
|
16
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$2.29億
|
-$1169万
|
-350,364
|
-5%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$2.17億
|
+$432万
|
+129,585
|
+2%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$1.99億
|
+$3231万
|
+968,562
|
+21%
|
|
|
19
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.92億
|
-$702万
|
-210,295
|
-4%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.82億
|
-$166万
|
-49,864
|
-1%
|
|
|
21
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.79億
|
-$76.3万
|
-22,864
|
-0.5%
|
|
|
22
|
Wealthstream Advisors
New York
|
$1.78億
|
+$240万
|
+71,860
|
+1%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$1.73億
|
+$1071万
|
+321,073
|
+7%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$1.73億
|
-$1532万
|
-459,321
|
-9%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$1.72億
|
-$1357万
|
-406,862
|
-8%
|
|
