|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$4.68億
|
+$1715万
|
+301,723
|
+4%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
$3.48億
|
-$422万
|
-74,308
|
-1%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.97億
|
-$439万
|
-77,269
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.44億
|
-$332万
|
-58,319
|
-1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$2.18億
|
+$1.13億
|
+1,992,827
|
+116%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$2.13億
|
-$946万
|
-166,336
|
-4%
|
|
|
7
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.83億
|
+$2027万
|
+356,613
|
+13%
|
|
|
8
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.36億
|
+$223万
|
+39,253
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.21億
|
+$6045万
|
+1,063,231
|
+106%
|
|
|
10
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$1.17億
|
+$1079万
|
+189,775
|
+11%
|
|
|
11
|
Zhang Financial
Portage,
Michigan
|
$1.1億
|
+$1338万
|
+235,289
|
+14%
|
|
|
12
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.04億
|
+$362万
|
+63,602
|
+4%
|
|
|
13
|
G2 Capital Management
Columbus,
Ohio
|
$9721万
|
+$129万
|
+22,721
|
+1%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$9696万
|
+$82.1万
|
+14,449
|
+0.9%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9630万
|
+$1178万
|
+207,165
|
+14%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9374万
|
-$147万
|
-25,815
|
-2%
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8370万
|
-$72.4万
|
-12,732
|
-0.9%
|
|
|
18
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$7865万
|
+$3973万
|
+698,827
|
+110%
|
|
|
19
|
Root Financial Partners
Encinitas,
California
|
$7803万
|
+$1596万
|
+280,798
|
+27%
|
|
|
20
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$7607万
|
+$155万
|
+27,244
|
+2%
|
|
|
21
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$7572万
|
-$119万
|
-20,897
|
-2%
|
|
|
22
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$7377万
|
+$496万
|
+87,163
|
+7%
|
|
|
23
|
Forum Financial Management
Lombard,
Illinois
|
$7365万
|
-$591万
|
-103,951
|
-8%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$7351万
|
-$341
|
-6
|
-0%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6949万
|
+$143万
|
+25,213
|
+2%
|
|
