|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
US$11.3億
|
+US$3.42億
|
+13,257,874
|
+47%
|
|
|
2
|
Forum Financial Management
Lombard,
Illinois
|
US$10.6億
|
+US$1.31億
|
+5,099,553
|
+15%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$10.1億
|
+US$4586萬
|
+1,779,453
|
+5%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
US$7.79億
|
+US$3.45億
|
+13,398,393
|
+88%
|
|
|
5
|
LPL Financial
San Diego,
California
|
US$4.85億
|
+US$2828萬
|
+1,097,212
|
+7%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
US$3.03億
|
-US$16.4萬
|
-6,378
|
-0.1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$2.66億
|
+US$3263萬
|
+1,265,850
|
+15%
|
|
|
8
|
SJS Investment Consulting
Sylvania,
Ohio
|
US$2.31億
|
+US$523萬
|
+202,814
|
+2%
|
|
|
9
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
US$2.25億
|
+US$1722萬
|
+668,134
|
+9%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
US$1.94億
|
-US$879萬
|
-341,080
|
-5%
|
|
|
11
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.88億
|
-US$751萬
|
-291,450
|
-4%
|
|
|
12
|
Greenspring Advisors
Towson,
Maryland
|
US$1.86億
|
-US$2422萬
|
-939,799
|
-12%
|
|
|
13
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
US$1.62億
|
+US$719萬
|
+278,788
|
+5%
|
|
|
14
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
US$1.56億
|
+US$722萬
|
+280,026
|
+5%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
US$1.55億
|
+US$943萬
|
+365,823
|
+7%
|
|
|
16
|
Private Ocean
San Rafael,
California
|
US$1.53億
|
+US$1460萬
|
+566,324
|
+11%
|
|
|
17
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
US$1.44億
|
+US$122萬
|
+47,360
|
+0.9%
|
|
|
18
|
Heritage Financial Services
Westwood,
Massachusetts
|
US$1.42億
|
+US$802萬
|
+311,156
|
+6%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
US$1.41億
|
+US$1540萬
|
+597,457
|
+13%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
US$1.37億
|
+US$311萬
|
+120,728
|
+2%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
US$1.31億
|
+US$296萬
|
+115,005
|
+2%
|
|
|
22
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$1.27億
|
+US$268萬
|
+104,038
|
+2%
|
|
|
23
|
TFO Wealth Partners
Maumee,
Ohio
|
US$1.23億
|
-US$79.5萬
|
-30,852
|
-0.7%
|
|
|
24
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
US$1.19億
|
+US$917萬
|
+355,946
|
+9%
|
|
|
25
|
Hill Investment Group Partners
St. Louis,
Missouri
|
US$1.18億
|
+US$892萬
|
+346,080
|
+9%
|
|
