|
1
|
Creative Planning
Overland Park,
Kansas
|
US$7.14억
|
+US$2501만
|
+534,891
|
+4%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$6.64억
|
-US$566만
|
-121,095
|
-0.9%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
US$4.8억
|
+US$1027만
|
+219,728
|
+2%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
US$4.1억
|
-US$511만
|
-109,300
|
-1%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
US$2.84억
|
+US$1520만
|
+325,154
|
+6%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
US$1.53억
|
+US$1049만
|
+224,381
|
+8%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
US$1.44억
|
+US$48.1만
|
+10,299
|
+0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.42억
|
+US$57.8만
|
+12,361
|
+0.5%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.41억
|
-US$1520만
|
-325,023
|
-11%
|
|
|
10
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$1.32억
|
-US$303만
|
-64,846
|
-3%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1.17억
|
-US$394만
|
-84,202
|
-4%
|
|
|
12
|
Trust Company of the South
Greensboro,
North Carolina
|
US$1억
|
+US$8936만
|
+1,911,319
|
신규
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
US$9790만
|
+US$13.2만
|
+2,829
|
+0.2%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
US$9288만
|
+US$1972만
|
+421,856
|
+31%
|
|
|
15
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$9141만
|
+US$155만
|
+33,060
|
+2%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
US$8964만
|
-US$46.6만
|
-9,963
|
-0.6%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
US$8949만
|
+US$883만
|
+188,935
|
+12%
|
|
|
18
|
Truepoint Inc
Cincinnati,
Ohio
|
US$8504만
|
-US$172만
|
-36,798
|
-2%
|
|
|
19
|
Resource Consulting Group
Orlando,
Florida
|
US$8228만
|
-US$58.4만
|
-12,486
|
-0.8%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
US$7188만
|
+US$440만
|
+94,165
|
+7%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
US$6609만
|
+US$269만
|
+57,569
|
+5%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
US$6592만
|
-US$121만
|
-25,870
|
-2%
|
|
|
23
|
MBB Public Markets
Chicago,
Illinois
|
US$6399만
|
-US$366만
|
-78,188
|
-6%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
US$6069만
|
+US$5.17만
|
+1,105
|
+0.1%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
US$5273만
|
-US$41만
|
-8,767
|
-0.9%
|
|
