|
1
|
Creative Planning
Overland Park,
Kansas
|
$8.44億
|
-$1183万
|
-186,197
|
-1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.22億
|
-$889万
|
-140,019
|
-1%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$6.46億
|
+$903万
|
+142,102
|
+1%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$3.99億
|
-$374万
|
-58,833
|
-0.9%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.57億
|
+$2676万
|
+421,317
|
+8%
|
|
|
6
|
Pure Financial Advisors
San Diego,
California
|
$3.45億
|
+$1187万
|
+186,835
|
+4%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$2.99億
|
-$299万
|
-47,131
|
-1%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$2.69億
|
+$747万
|
+117,544
|
+3%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.84億
|
+$40万
|
+6,295
|
+0.2%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$1.65億
|
-$502万
|
-79,034
|
-3%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$1.59億
|
-$380万
|
-59,908
|
-2%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$1.41億
|
+$3072万
|
+483,687
|
+29%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$1.28億
|
+$1714万
|
+269,872
|
+15%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$1.12億
|
-$306万
|
-48,119
|
-3%
|
|
|
15
|
Trust Company of the South
Greensboro,
North Carolina
|
$1.12億
|
-$192万
|
-30,248
|
-2%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$9696万
|
+$817万
|
+128,599
|
+9%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$9563万
|
+$1433万
|
+225,621
|
+17%
|
|
|
18
|
Capital Performance Advisors
Walnut Creek,
California
|
$9339万
|
+$239万
|
+37,651
|
+3%
|
|
|
19
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$9266万
|
+$220万
|
+34,647
|
+2%
|
|
|
20
|
Truepoint Inc
Cincinnati,
Ohio
|
$9250万
|
-$149万
|
-23,499
|
-2%
|
|
|
21
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$9134万
|
+$459万
|
+72,313
|
+5%
|
|
|
22
|
Plancorp LLC
Saint Louis,
Missouri
|
$9007万
|
-$287万
|
-45,267
|
-3%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8576万
|
+$212万
|
+33,366
|
+2%
|
|
|
24
|
Abacus Wealth Partners
Santa Monica,
California
|
$8475万
|
-$62万
|
-9,762
|
-0.7%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$7558万
|
-$322万
|
-50,649
|
-4%
|
|
