|
1
|
Creative Planning
Overland Park,
Kansas
|
$3.66億
|
+$2494万
|
+481,068
|
+7%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
$3.18億
|
-$1432万
|
-276,094
|
-4%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.27億
|
+$341万
|
+65,706
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03億
|
+$181万
|
+34,845
|
+2%
|
|
|
5
|
TCI Wealth Advisors
Tucson,
Arizona
|
$8369万
|
-$223万
|
-42,978
|
-2%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$7376万
|
-$179万
|
-34,541
|
-2%
|
|
|
7
|
Resource Consulting Group
Orlando,
Florida
|
$6843万
|
+$193万
|
+37,305
|
+3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$4942万
|
-$6.6万
|
-1,273
|
-0.1%
|
|
|
9
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$4038万
|
+$1186万
|
+228,734
|
+37%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$3543万
|
+$206万
|
+39,765
|
+6%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2964万
|
+$598万
|
+115,302
|
+23%
|
|
|
12
|
Dixon Fnancial Services
Lafayette,
California
|
$2942万
|
-$11.1万
|
-2,148
|
-0.3%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
$2907万
|
-$42万
|
-8,100
|
-1%
|
|
|
14
|
Foster Group
West Des Moines,
Iowa
|
$2834万
|
-$19万
|
-3,673
|
-0.6%
|
|
|
15
|
ML&R Wealth Management
Austin,
Texas
|
$2774万
|
-$254万
|
-49,044
|
-8%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$2773万
|
+$262万
|
+50,578
|
+10%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
$2678万
|
-$37.5万
|
-7,224
|
-1%
|
|
|
18
|
Heritage Investment Group
Pompano Beach,
Florida
|
$2590万
|
-$43.7万
|
-8,423
|
-2%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$2553万
|
-$59万
|
-11,378
|
-2%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2476万
|
+$2675万
|
+515,828
|
新規
|
|
|
21
|
Bouchey Financial Group
Troy,
New York
|
$2341万
|
+$120万
|
+23,160
|
+5%
|
|
|
22
|
Adero Partners
Pleasanton,
California
|
$2257万
|
-$51.2万
|
-9,867
|
-2%
|
|
|
23
|
Dowling & Yahnke
San Diego,
California
|
$2018万
|
-$76万
|
-14,649
|
-3%
|
|
|
24
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$2009万
|
+$594万
|
+114,610
|
+38%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1998万
|
+$143万
|
+27,651
|
+7%
|
|
