|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$4.76억
|
+US$529만
|
+120,653
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
US$3.36억
|
+US$1007만
|
+229,605
|
+3%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
US$3.27억
|
-US$2597만
|
-592,049
|
-7%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
US$2.14억
|
+US$1353만
|
+308,428
|
+6%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
US$1.59억
|
+US$1900만
|
+433,343
|
+12%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
US$1.35억
|
+US$1395만
|
+318,176
|
+11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.21억
|
+US$2977만
|
+678,909
|
+29%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
US$1.04억
|
+US$3031만
|
+691,152
|
+36%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$9234만
|
-US$1946만
|
-443,829
|
-16%
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$9008만
|
+US$2695만
|
+614,507
|
+38%
|
|
|
11
|
Equius Partners
Novato,
California
|
US$8744만
|
-US$111만
|
-25,287
|
-1%
|
|
|
12
|
Truepoint Inc
Cincinnati,
Ohio
|
US$7383만
|
-US$252만
|
-57,421
|
-3%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
US$7118만
|
-US$142만
|
-32,282
|
-2%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$6520만
|
+US$162만
|
+36,948
|
+2%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
US$6431만
|
+US$133만
|
+30,300
|
+2%
|
|
|
16
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
US$6118만
|
+US$1272만
|
+290,017
|
+24%
|
|
|
17
|
Abacus Wealth Partners
Santa Monica,
California
|
US$5594만
|
-US$183만
|
-41,696
|
-3%
|
|
|
18
|
Dowling & Yahnke
San Diego,
California
|
US$5268만
|
+US$151만
|
+34,394
|
+3%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
US$4778만
|
+US$322만
|
+73,353
|
+7%
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
US$4675만
|
-US$51.5만
|
-11,742
|
-1%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
US$4647만
|
+US$59.3만
|
+13,518
|
+1%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
US$4532만
|
-US$259만
|
-59,139
|
-5%
|
|
|
23
|
|
US$3477만
|
-US$719만
|
-163,924
|
-16%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
US$3456만
|
+US$448만
|
+102,253
|
+14%
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
US$3384만
|
-US$163만
|
-37,138
|
-4%
|
|
