|
1
|
Creative Planning
Overland Park,
Kansas
|
$7.61億
|
+$765万
|
+150,227
|
+1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.88億
|
-$1155万
|
-226,746
|
-2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$5.05億
|
+$2427万
|
+476,529
|
+5%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$3.33億
|
-$717万
|
-140,867
|
-2%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.62億
|
-$283万
|
-55,536
|
-1%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$2.58億
|
-$460万
|
-90,315
|
-2%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
$2.48億
|
+$1690万
|
+331,821
|
+8%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$1.76億
|
+$1293万
|
+253,917
|
+8%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.6億
|
-$106万
|
-20,834
|
-0.7%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
$1.29億
|
+$464万
|
+91,093
|
+4%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$1.23億
|
-$2953万
|
-579,773
|
-20%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.22億
|
+$29.2万
|
+5,739
|
+0.3%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.13億
|
+$354万
|
+69,450
|
+3%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.02億
|
-$478万
|
-93,901
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.02億
|
-$60.8万
|
-11,931
|
-0.6%
|
|
|
16
|
Trust Company of the South
Greensboro,
North Carolina
|
$9688万
|
+$103万
|
+20,307
|
+1%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
$9197万
|
+$99.4万
|
+19,511
|
+1%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$8975万
|
-$393万
|
-77,121
|
-4%
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
$8888万
|
-$53.7万
|
-10,543
|
-0.6%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$8381万
|
+$721万
|
+141,640
|
+10%
|
|
|
21
|
Plancorp LLC
Saint Louis,
Missouri
|
$8286万
|
-$318万
|
-62,447
|
-4%
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
$8284万
|
+$376万
|
+73,811
|
+5%
|
|
|
23
|
Abacus Wealth Partners
Santa Monica,
California
|
$7944万
|
+$774万
|
+151,942
|
+12%
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$7499万
|
+$635万
|
+124,642
|
+10%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6806万
|
+$1258万
|
+246,921
|
+24%
|
|
