|
1
|
Creative Planning
Overland Park,
Kansas
|
$8.16億
|
-$1163万
|
-199,390
|
-1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.91億
|
+$238万
|
+40,703
|
+0.3%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$6.08億
|
+$2651万
|
+454,334
|
+5%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$3.84億
|
-$454万
|
-77,874
|
-1%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$3.17億
|
+$2165万
|
+371,114
|
+7%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.15億
|
+$5365万
|
+919,456
|
+21%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$2.88億
|
+$206万
|
+35,221
|
+0.7%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$2.49億
|
+$2.44億
|
+4,183,471
|
新規
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.75億
|
-$12.1万
|
-2,072
|
-0.1%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$1.62億
|
+$1.07億
|
+1,841,154
|
+209%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$1.55億
|
+$508万
|
+87,070
|
+3%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.24億
|
-$587万
|
-100,520
|
-5%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.1億
|
-$129万
|
-22,024
|
-1%
|
|
|
14
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.08億
|
+$243万
|
+41,665
|
+2%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$1.06億
|
+$539万
|
+92,290
|
+5%
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$9819万
|
-$36.9万
|
-6,330
|
-0.4%
|
|
|
17
|
Truepoint Inc
Cincinnati,
Ohio
|
$8959万
|
-$113万
|
-19,354
|
-1%
|
|
|
18
|
Capital Performance Advisors
Walnut Creek,
California
|
$8680万
|
+$4147万
|
+710,659
|
+95%
|
|
|
19
|
Plancorp LLC
Saint Louis,
Missouri
|
$8570万
|
-$241万
|
-41,221
|
-3%
|
|
|
20
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$8539万
|
+$8192万
|
+1,403,940
|
+8,960%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$8479万
|
-$339万
|
-58,151
|
-4%
|
|
|
22
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$8390万
|
+$42.7万
|
+7,326
|
+0.5%
|
|
|
23
|
Abacus Wealth Partners
Santa Monica,
California
|
$8138万
|
-$436万
|
-74,787
|
-5%
|
|
|
24
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7978万
|
+$260万
|
+44,552
|
+3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$7774万
|
+$509万
|
+87,253
|
+7%
|
|
