|
1
|
Creative Planning
Overland Park,
Kansas
|
$7.14億
|
+$2501万
|
+534,891
|
+4%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$6.64億
|
-$566万
|
-121,095
|
-0.9%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$4.8億
|
+$1027万
|
+219,728
|
+2%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$4.1億
|
-$511万
|
-109,300
|
-1%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$2.84億
|
+$1520万
|
+325,154
|
+6%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$1.53億
|
+$1049万
|
+224,381
|
+8%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$1.44億
|
+$48.1万
|
+10,299
|
+0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.42億
|
+$57.8万
|
+12,361
|
+0.5%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.41億
|
-$1520万
|
-325,023
|
-11%
|
|
|
10
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.32億
|
-$303万
|
-64,846
|
-3%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.17億
|
-$394万
|
-84,202
|
-4%
|
|
|
12
|
Trust Company of the South
Greensboro,
North Carolina
|
$1億
|
+$8936万
|
+1,911,319
|
新規
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$9790万
|
+$13.2万
|
+2,829
|
+0.2%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$9288万
|
+$1972万
|
+421,856
|
+31%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9141万
|
+$155万
|
+33,060
|
+2%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$8964万
|
-$46.6万
|
-9,963
|
-0.6%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
$8949万
|
+$883万
|
+188,935
|
+12%
|
|
|
18
|
Truepoint Inc
Cincinnati,
Ohio
|
$8504万
|
-$172万
|
-36,798
|
-2%
|
|
|
19
|
Resource Consulting Group
Orlando,
Florida
|
$8228万
|
-$58.4万
|
-12,486
|
-0.8%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$7188万
|
+$440万
|
+94,165
|
+7%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$6609万
|
+$269万
|
+57,569
|
+5%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
$6592万
|
-$121万
|
-25,870
|
-2%
|
|
|
23
|
MBB Public Markets
Chicago,
Illinois
|
$6399万
|
-$366万
|
-78,188
|
-6%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$6069万
|
+$5.17万
|
+1,105
|
+0.1%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$5273万
|
-$41万
|
-8,767
|
-0.9%
|
|
