|
1
|
Creative Planning
Overland Park,
Kansas
|
$6.14億
|
+$3995万
|
+910,216
|
+7%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.96億
|
+$943万
|
+214,969
|
+2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$3.87億
|
+$9784万
|
+2,229,349
|
+36%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$3.71億
|
-$322万
|
-73,465
|
-0.9%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$2.16億
|
-$125万
|
-28,509
|
-0.6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5億
|
+$235万
|
+53,479
|
+2%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.4億
|
+$356万
|
+81,162
|
+3%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.28億
|
+$136万
|
+31,051
|
+1%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.25億
|
+$998万
|
+227,388
|
+9%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$1.14億
|
-$227万
|
-51,770
|
-2%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$8297万
|
+$680万
|
+154,879
|
+9%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$8051万
|
-$31.2万
|
-7,116
|
-0.4%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7816万
|
+$140万
|
+31,888
|
+2%
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
$7805万
|
-$99.5万
|
-22,668
|
-1%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
$7351万
|
+$148万
|
+33,771
|
+2%
|
|
|
16
|
Abacus Wealth Partners
Santa Monica,
California
|
$6352万
|
-$17.3万
|
-3,943
|
-0.3%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
$5765万
|
+$2045万
|
+466,069
|
+60%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$5715万
|
+$5406万
|
+1,231,849
|
新規
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$5437万
|
+$3783万
|
+861,927
|
+390%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$5337万
|
-$35.8万
|
-8,146
|
-0.7%
|
|
|
21
|
MBB Public Markets
Chicago,
Illinois
|
$4950万
|
–
|
–
|
–
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$4911万
|
+$1500万
|
+341,683
|
+48%
|
|
|
23
|
Team Hewins
Redwood City,
California
|
$4749万
|
-$11.9万
|
-2,701
|
-0.3%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$4485万
|
+$184万
|
+41,823
|
+5%
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
$4402万
|
+$154万
|
+35,064
|
+4%
|
|
