|
1
|
Creative Planning
Overland Park,
Kansas
|
US$5.78억
|
+US$1.65억
|
+3,753,445
|
+40%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$5.55억
|
+US$2972만
|
+676,655
|
+6%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
US$3.6억
|
-US$895만
|
-203,796
|
-2%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
US$2.55억
|
+US$585만
|
+133,220
|
+2%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
US$1.82억
|
+US$1260만
|
+286,949
|
+7%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
US$1.48억
|
+US$201만
|
+45,708
|
+1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.4억
|
+US$706만
|
+160,759
|
+5%
|
|
|
8
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.21억
|
-US$1억
|
-2,286,876
|
-45%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
US$1.18억
|
+US$1.18억
|
+2,693,347
|
신규
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
US$1.13억
|
-US$86.7만
|
-19,730
|
-0.8%
|
|
|
11
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$1.09억
|
-US$120만
|
-27,282
|
-1%
|
|
|
12
|
Equius Partners
Novato,
California
|
US$9114만
|
-US$306만
|
-69,653
|
-3%
|
|
|
13
|
Truepoint Inc
Cincinnati,
Ohio
|
US$7726만
|
-US$224만
|
-51,048
|
-3%
|
|
|
14
|
Plancorp LLC
Saint Louis,
Missouri
|
US$7723만
|
-US$86.5만
|
-19,688
|
-1%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$7068만
|
+US$24만
|
+5,473
|
+0.3%
|
|
|
16
|
Resource Consulting Group
Orlando,
Florida
|
US$6906만
|
-US$55.3만
|
-12,579
|
-0.8%
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
US$6824만
|
+US$673만
|
+153,147
|
+11%
|
|
|
18
|
Abacus Wealth Partners
Santa Monica,
California
|
US$5984만
|
+US$207만
|
+47,205
|
+4%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
US$5647만
|
+US$1353만
|
+308,022
|
+32%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
US$5111만
|
+US$46.2만
|
+10,517
|
+0.9%
|
|
|
21
|
Quantitative Advantage
Minnetonka,
Minnesota
|
US$4891만
|
-US$112만
|
-25,478
|
-2%
|
|
|
22
|
MBB Public Markets
Chicago,
Illinois
|
US$4602만
|
+US$132만
|
+30,000
|
+3%
|
|
|
23
|
Team Hewins
Redwood City,
California
|
US$4599만
|
+US$4597만
|
+1,046,474
|
신규
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
US$4346만
|
+US$353만
|
+80,423
|
+9%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
US$4038만
|
+US$1134만
|
+258,114
|
+39%
|
|
