|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$23.6億
|
+$1.74億
|
+4,669,622
|
+8%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$16.4億
|
+$5799万
|
+1,553,996
|
+4%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$15.4億
|
+$4262万
|
+1,142,049
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.75億
|
+$237万
|
+63,605
|
+0.4%
|
|
|
5
|
Apella Capital
West Hartford,
Connecticut
|
$5.15億
|
+$2758万
|
+738,940
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.95億
|
-$15.7億
|
-41,987,313
|
-77%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.31億
|
-$1.64億
|
-4,396,305
|
-28%
|
|
|
8
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$4.25億
|
+$1342万
|
+359,737
|
+3%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$4.09億
|
-$517万
|
-138,531
|
-1%
|
|
|
10
|
SJS Investment Consulting
Sylvania,
Ohio
|
$3.47億
|
+$243万
|
+65,103
|
+0.7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.33億
|
-$376万
|
-100,625
|
-1%
|
|
|
12
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$3.28億
|
+$1745万
|
+467,629
|
+6%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$2.96億
|
-$697万
|
-186,850
|
-2%
|
|
|
14
|
Greenspring Advisors
Towson,
Maryland
|
$2.93億
|
+$2.84億
|
+7,605,462
|
新規
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$2.85億
|
+$567万
|
+152,025
|
+2%
|
|
|
16
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$2.54億
|
+$687万
|
+184,004
|
+3%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$2.29億
|
-$389万
|
-104,125
|
-2%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$2.25億
|
+$1062万
|
+284,482
|
+5%
|
|
|
19
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.17億
|
+$1.69億
|
+4,520,854
|
+411%
|
|
|
20
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$2.08億
|
+$91.3万
|
+24,456
|
+0.5%
|
|
|
21
|
Wealthstream Advisors
New York
|
$1.96億
|
+$448万
|
+119,969
|
+2%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.93億
|
-$292万
|
-78,223
|
-2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$1.91億
|
+$474万
|
+127,078
|
+3%
|
|
|
24
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.88億
|
-$398万
|
-106,625
|
-2%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$1.82億
|
-$317万
|
-84,955
|
-2%
|
|
