|
1
|
Creative Planning
Overland Park,
Kansas
|
$5.99億
|
-$661万
|
-139,210
|
-1%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.86億
|
-$147万
|
-30,897
|
-0.2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$4.09億
|
+$2846万
|
+599,382
|
+7%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$3.63億
|
-$227万
|
-47,747
|
-0.6%
|
|
|
5
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.1億
|
+$3.06億
|
+6,439,185
|
+7,038%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$2.33億
|
+$2120万
|
+446,501
|
+10%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.38億
|
+$52.5万
|
+11,058
|
+0.4%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.25億
|
-$90万
|
-18,951
|
-0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23億
|
-$2532万
|
-533,077
|
-17%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$1.23億
|
+$1095万
|
+230,555
|
+9%
|
|
|
11
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.18億
|
-$509万
|
-107,145
|
-4%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.06億
|
+$1.09億
|
+2,303,657
|
+22,335%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$8534万
|
+$376万
|
+79,075
|
+4%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
$7872万
|
-$59.3万
|
-12,482
|
-0.7%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7830万
|
+$137万
|
+28,852
|
+2%
|
|
|
16
|
Truepoint Inc
Cincinnati,
Ohio
|
$7593万
|
-$98.5万
|
-20,749
|
-1%
|
|
|
17
|
Resource Consulting Group
Orlando,
Florida
|
$7241万
|
+$1.35万
|
+284
|
+0%
|
|
|
18
|
RW Investment Management
Eagle,
Idaho
|
$6950万
|
+$1323万
|
+278,516
|
+22%
|
|
|
19
|
Pure Financial Advisors
San Diego,
California
|
$6182万
|
+$1398万
|
+294,310
|
+28%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$6037万
|
+$425万
|
+89,487
|
+7%
|
|
|
21
|
MBB Public Markets
Chicago,
Illinois
|
$5945万
|
+$1111万
|
+234,011
|
+22%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
$5874万
|
-$397万
|
-83,662
|
-6%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$5507万
|
+$581万
|
+122,320
|
+11%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$5294万
|
+$39万
|
+8,203
|
+0.7%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$4644万
|
-$34.8万
|
-7,327
|
-0.7%
|
|
