|
1
|
Creative Planning
Overland Park,
Kansas
|
$7.87億
|
-$577万
|
-106,792
|
-0.7%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.8億
|
+$6.61億
|
+12,223,851
|
新規
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$4.89億
|
+$834万
|
+154,338
|
+2%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$4.1億
|
-$745万
|
-137,744
|
-2%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$2.89億
|
+$1858万
|
+343,632
|
+7%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.99億
|
-$588万
|
-108,810
|
-3%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$1.98億
|
+$4313万
|
+797,607
|
+29%
|
|
|
8
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.59億
|
+$694万
|
+128,280
|
+5%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$1.54億
|
-$46.6万
|
-8,616
|
-0.3%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.31億
|
-$23.4万
|
-4,326
|
-0.2%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.24億
|
-$2160万
|
-399,538
|
-15%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$1.22億
|
+$487万
|
+90,019
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14億
|
-$1836万
|
-339,619
|
-14%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.14億
|
-$99.4万
|
-18,378
|
-0.9%
|
|
|
15
|
RW Investment Management
Eagle,
Idaho
|
$1.05億
|
+$7.65万
|
+1,415
|
+0.1%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$1.03億
|
+$1559万
|
+288,340
|
+18%
|
|
|
17
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.02億
|
-$70.2万
|
-12,989
|
-0.7%
|
|
|
18
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.02億
|
+$101万
|
+18,732
|
+1%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$9579万
|
+$582万
|
+107,588
|
+7%
|
|
|
20
|
Plancorp LLC
Saint Louis,
Missouri
|
$9094万
|
-$127万
|
-23,459
|
-1%
|
|
|
21
|
Truepoint Inc
Cincinnati,
Ohio
|
$8264万
|
-$44.6万
|
-8,254
|
-0.6%
|
|
|
22
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$6649万
|
+$113万
|
+20,943
|
+2%
|
|
|
23
|
Abacus Wealth Partners
Santa Monica,
California
|
$6618万
|
-$120万
|
-22,260
|
-2%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$6185万
|
-$102万
|
-18,924
|
-2%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
$5574万
|
+$28.4万
|
+5,254
|
+0.5%
|
|
