|
1
|
Mercer Global Advisors
Denver,
Colorado
|
$9.9億
|
+$2462万
|
+840,447
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.94億
|
+$3601万
|
+1,229,236
|
+4%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
$4.97億
|
-$734万
|
-250,480
|
-2%
|
|
|
4
|
Evensky & Katz
Coral Gables,
Florida
|
$1.91億
|
-$508万
|
-173,447
|
-3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$1.58億
|
-$246万
|
-84,110
|
-2%
|
|
|
6
|
RW Investment Management
Eagle,
Idaho
|
$1.46億
|
-$105万
|
-35,966
|
-0.8%
|
|
|
7
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.29億
|
+$155万
|
+52,776
|
+1%
|
|
|
8
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.19億
|
-$130万
|
-44,291
|
-1%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$1.13億
|
+$1148万
|
+391,777
|
+12%
|
|
|
10
|
AWM Capital
Phoenix,
Arizona
|
$1.12億
|
+$1846万
|
+630,027
|
+21%
|
|
|
11
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.05億
|
-$2.8万
|
-956
|
-0%
|
|
|
12
|
Wealthstream Advisors
New York
|
$9948万
|
-$27.7万
|
-9,444
|
-0.3%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$9357万
|
-$865万
|
-295,393
|
-9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8920万
|
+$286万
|
+97,524
|
+4%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8430万
|
+$445万
|
+151,777
|
+6%
|
|
|
16
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7917万
|
+$121万
|
+41,298
|
+2%
|
|
|
17
|
Kestra Investment Management
Austin,
Texas
|
$7845万
|
-$6465万
|
-2,206,892
|
-47%
|
|
|
18
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7646万
|
+$3737万
|
+1,275,924
|
+108%
|
|
|
19
|
WPWealth
Fort Worth,
Texas
|
$7593万
|
-$43.9万
|
-14,999
|
-0.6%
|
|
|
20
|
MASECO Private Wealth
London,
|
$7494万
|
+$7062万
|
+2,410,924
|
新規
|
|
|
21
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$7081万
|
+$6672万
|
+2,277,634
|
新規
|
|
|
22
|
Park Avenue Securities
New York
|
$7036万
|
+$581万
|
+198,304
|
+10%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$7008万
|
+$400万
|
+136,483
|
+6%
|
|
|
24
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$6950万
|
-$99.2万
|
-33,876
|
-1%
|
|
|
25
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$6924万
|
+$549万
|
+187,510
|
+9%
|
|
