|
1
|
|
$14.2億
|
+$2162万
|
+466,294
|
+787%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.55億
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$5.49億
|
-$3783万
|
-815,998
|
-6%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$3.59億
|
-$545万
|
-117,451
|
-1%
|
|
|
5
|
Forum Financial Management
Lombard,
Illinois
|
$2.72億
|
+$1449万
|
+312,530
|
+5%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$2.09億
|
+$6132万
|
+1,322,543
|
+39%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$1.81億
|
-$395万
|
-85,168
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41億
|
-$88.2万
|
-19,022
|
-0.6%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.3億
|
+$836万
|
+180,407
|
+7%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$1.21億
|
+$153万
|
+32,976
|
+1%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.12億
|
-$316万
|
-68,123
|
-3%
|
|
|
12
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.1億
|
-$86.5万
|
-18,651
|
-0.8%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$7755万
|
-$68.3万
|
-14,731
|
-0.8%
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
$7588万
|
-$245万
|
-52,750
|
-3%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7356万
|
+$208万
|
+44,906
|
+3%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$7266万
|
+$375万
|
+80,869
|
+5%
|
|
|
17
|
Resource Consulting Group
Orlando,
Florida
|
$6901万
|
-$95.2万
|
-20,525
|
-1%
|
|
|
18
|
Abacus Wealth Partners
Santa Monica,
California
|
$5859万
|
+$53.5万
|
+11,530
|
+0.8%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$5156万
|
-$19.7万
|
-4,253
|
-0.4%
|
|
|
20
|
MBB Public Markets
Chicago,
Illinois
|
$4748万
|
+$92.7万
|
+20,000
|
+2%
|
|
|
21
|
Team Hewins
Redwood City,
California
|
$4568万
|
-$92.8万
|
-20,005
|
-2%
|
|
|
22
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$4116万
|
+$78.9万
|
+17,008
|
+2%
|
|
|
23
|
Modera Wealth Management
Westwood,
New Jersey
|
$4112万
|
-$1673万
|
-360,820
|
-28%
|
|
|
24
|
Bayshore Asset Management
Coral Gables,
Florida
|
$3903万
|
+$58.6万
|
+12,632
|
+1%
|
|
|
25
|
Capital Performance Advisors
Walnut Creek,
California
|
$3657万
|
+$14.5万
|
+3,128
|
+0.4%
|
|
