|
1
|
Creative Planning
Overland Park,
Kansas
|
US$6.14억
|
+US$3995만
|
+910,216
|
+7%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$5.96억
|
+US$943만
|
+214,969
|
+2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
US$3.87억
|
+US$9784만
|
+2,229,349
|
+36%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
US$3.71억
|
-US$322만
|
-73,465
|
-0.9%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
US$2.16억
|
-US$125만
|
-28,509
|
-0.6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.5억
|
+US$235만
|
+53,479
|
+2%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.4억
|
+US$356만
|
+81,162
|
+3%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
US$1.28억
|
+US$136만
|
+31,051
|
+1%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$1.25억
|
+US$998만
|
+227,388
|
+9%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
US$1.14억
|
-US$227만
|
-51,770
|
-2%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
US$8297만
|
+US$680만
|
+154,879
|
+9%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
US$8051만
|
-US$31.2만
|
-7,116
|
-0.4%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$7816만
|
+US$140만
|
+31,888
|
+2%
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
US$7805만
|
-US$99.5만
|
-22,668
|
-1%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
US$7351만
|
+US$148만
|
+33,771
|
+2%
|
|
|
16
|
Abacus Wealth Partners
Santa Monica,
California
|
US$6352만
|
-US$17.3만
|
-3,943
|
-0.3%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
US$5765만
|
+US$2045만
|
+466,069
|
+60%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
US$5715만
|
+US$5406만
|
+1,231,849
|
신규
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
US$5437만
|
+US$3783만
|
+861,927
|
+390%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
US$5337만
|
-US$35.8만
|
-8,146
|
-0.7%
|
|
|
21
|
MBB Public Markets
Chicago,
Illinois
|
US$4950만
|
–
|
–
|
–
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
US$4911만
|
+US$1500만
|
+341,683
|
+48%
|
|
|
23
|
Team Hewins
Redwood City,
California
|
US$4749만
|
-US$11.9만
|
-2,701
|
-0.3%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$4485만
|
+US$184만
|
+41,823
|
+5%
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
US$4402만
|
+US$154만
|
+35,064
|
+4%
|
|
