|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.24億
|
+$2697万
|
+608,371
|
+5%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.23億
|
+$1552万
|
+350,216
|
+5%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$1.39億
|
-$159万
|
-35,854
|
-1%
|
|
|
4
|
Merriman Wealth Management
Seattle,
Washington
|
$1.39億
|
+$6401万
|
+1,443,976
|
+86%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$9648万
|
+$1992万
|
+449,389
|
+26%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$8719万
|
+$8705万
|
+1,963,763
|
新規
|
|
|
7
|
Abacus Wealth Partners
Santa Monica,
California
|
$8013万
|
-$127万
|
-28,740
|
-2%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$7970万
|
-$40.3万
|
-9,101
|
-0.5%
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$7897万
|
+$7.69万
|
+1,734
|
+0.1%
|
|
|
10
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6772万
|
+$112万
|
+25,236
|
+2%
|
|
|
11
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$5775万
|
-$246万
|
-55,526
|
-4%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$5286万
|
+$24.8万
|
+5,592
|
+0.5%
|
|
|
13
|
Dowling & Yahnke
San Diego,
California
|
$4990万
|
+$182万
|
+40,965
|
+4%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$4989万
|
+$379万
|
+85,494
|
+8%
|
|
|
15
|
|
$4153万
|
+$199万
|
+44,798
|
+5%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$3656万
|
+$674万
|
+152,054
|
+23%
|
|
|
17
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$3452万
|
+$3.42万
|
+771
|
+0.1%
|
|
|
18
|
Carlson Capital Management
Northfield,
Minnesota
|
$3313万
|
-$4.6万
|
-1,038
|
-0.1%
|
|
|
19
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$3220万
|
+$3215万
|
+725,347
|
新規
|
|
|
20
|
Choreo LLC
Rockford,
Illinois
|
$3049万
|
-$104万
|
-23,529
|
-3%
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2970万
|
-$58万
|
-13,074
|
-2%
|
|
|
22
|
Foster Group
West Des Moines,
Iowa
|
$2876万
|
-$37.6万
|
-8,486
|
-1%
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$2679万
|
+$117万
|
+26,291
|
+5%
|
|
|
24
|
TFC Financial Management
Boston,
Massachusetts
|
$2556万
|
+$5,984
|
+135
|
+0%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$2200万
|
-$2.88万
|
-650
|
-0.1%
|
|
