|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.76億
|
+$529万
|
+120,653
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$3.36億
|
+$1007万
|
+229,605
|
+3%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
$3.27億
|
-$2597万
|
-592,049
|
-7%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
$2.14億
|
+$1353万
|
+308,428
|
+6%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$1.59億
|
+$1900万
|
+433,343
|
+12%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$1.35億
|
+$1395万
|
+318,176
|
+11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.21億
|
+$2977万
|
+678,909
|
+29%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$1.04億
|
+$3031万
|
+691,152
|
+36%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$9234万
|
-$1946万
|
-443,829
|
-16%
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$9008万
|
+$2695万
|
+614,507
|
+38%
|
|
|
11
|
Equius Partners
Novato,
California
|
$8744万
|
-$111万
|
-25,287
|
-1%
|
|
|
12
|
Truepoint Inc
Cincinnati,
Ohio
|
$7383万
|
-$252万
|
-57,421
|
-3%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$7118万
|
-$142万
|
-32,282
|
-2%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6520万
|
+$162万
|
+36,948
|
+2%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
$6431万
|
+$133万
|
+30,300
|
+2%
|
|
|
16
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$6118万
|
+$1272万
|
+290,017
|
+24%
|
|
|
17
|
Abacus Wealth Partners
Santa Monica,
California
|
$5594万
|
-$183万
|
-41,696
|
-3%
|
|
|
18
|
Dowling & Yahnke
San Diego,
California
|
$5268万
|
+$151万
|
+34,394
|
+3%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
$4778万
|
+$322万
|
+73,353
|
+7%
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4675万
|
-$51.5万
|
-11,742
|
-1%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$4647万
|
+$59.3万
|
+13,518
|
+1%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$4532万
|
-$259万
|
-59,139
|
-5%
|
|
|
23
|
|
$3477万
|
-$719万
|
-163,924
|
-16%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$3456万
|
+$448万
|
+102,253
|
+14%
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
$3384万
|
-$163万
|
-37,138
|
-4%
|
|
