|
1
|
Creative Planning
Overland Park,
Kansas
|
$7.45億
|
+$290万
|
+56,276
|
+0.4%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$6.88億
|
-$249万
|
-48,318
|
-0.4%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$4.95億
|
-$423万
|
-82,259
|
-0.9%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$4.21億
|
-$572万
|
-111,148
|
-1%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$2.62億
|
-$3171万
|
-615,897
|
-11%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.03億
|
+$5367万
|
+1,042,506
|
+39%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$1.55億
|
-$353万
|
-68,483
|
-2%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.51億
|
+$101万
|
+19,622
|
+0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.48億
|
+$35.7万
|
+6,938
|
+0.3%
|
|
|
10
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.39億
|
+$208万
|
+40,389
|
+2%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.25億
|
+$340万
|
+66,111
|
+3%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$1.12億
|
+$1480万
|
+287,480
|
+16%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.11億
|
+$7576万
|
+1,471,645
|
+262%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$1.08億
|
+$563万
|
+109,308
|
+6%
|
|
|
15
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.02億
|
-$239万
|
-46,451
|
-2%
|
|
|
16
|
RW Investment Management
Eagle,
Idaho
|
$9894万
|
+$554万
|
+107,625
|
+6%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9662万
|
+$146万
|
+28,326
|
+2%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
$9095万
|
-$217万
|
-42,101
|
-2%
|
|
|
19
|
Truepoint Inc
Cincinnati,
Ohio
|
$8565万
|
-$265万
|
-51,503
|
-3%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$7780万
|
+$191万
|
+37,139
|
+3%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$7171万
|
+$281万
|
+54,662
|
+4%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
$6669万
|
-$177万
|
-34,437
|
-3%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$6227万
|
-$81.2万
|
-15,778
|
-1%
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$5696万
|
+$580万
|
+112,703
|
+12%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$5474万
|
-$10.3万
|
-2,001
|
-0.2%
|
|
