|
1
|
Creative Planning
Overland Park,
Kansas
|
$7.83億
|
-$412万
|
-72,019
|
-0.5%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.78億
|
-$204万
|
-35,736
|
-0.3%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$4.98億
|
+$924万
|
+161,583
|
+2%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$4.01億
|
-$991万
|
-173,233
|
-2%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$2.86億
|
-$333万
|
-58,140
|
-1%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.68億
|
+$7061万
|
+1,234,171
|
+34%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$2.24億
|
+$2623万
|
+458,509
|
+13%
|
|
|
8
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.64億
|
+$545万
|
+95,256
|
+3%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$1.53億
|
-$57.1万
|
-9,973
|
-0.4%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$1.27億
|
+$522万
|
+91,246
|
+4%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.26億
|
-$441万
|
-77,109
|
-3%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$1.24億
|
+$2189万
|
+382,653
|
+21%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.14億
|
-$1.29万
|
-226
|
-0%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.09億
|
+$725万
|
+126,778
|
+7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08億
|
-$658万
|
-115,015
|
-6%
|
|
|
16
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.01億
|
-$113万
|
-19,749
|
-1%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
$9609万
|
-$944万
|
-164,998
|
-9%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$9336万
|
-$437万
|
-76,403
|
-4%
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
$8958万
|
-$145万
|
-25,373
|
-2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$8384万
|
-$4261万
|
-744,667
|
-33%
|
|
|
21
|
Truepoint Inc
Cincinnati,
Ohio
|
$8184万
|
-$87.5万
|
-15,299
|
-1%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
$7359万
|
+$758万
|
+132,428
|
+11%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$6923万
|
+$7116万
|
+1,243,769
|
新規
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$6699万
|
+$50.1万
|
+8,765
|
+0.7%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$6164万
|
-$25.5万
|
-4,463
|
-0.4%
|
|
