|
1
|
Creative Planning
Overland Park,
Kansas
|
US$3.44億
|
+US$1370萬
|
+237,546
|
+4%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$1.5億
|
+US$664萬
|
+115,178
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.15億
|
+US$3028萬
|
+524,914
|
+35%
|
|
|
4
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$9738萬
|
+US$275萬
|
+47,600
|
+3%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
US$9137萬
|
+US$2.26萬
|
+392
|
+0%
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
US$5912萬
|
-US$6.35萬
|
-1,101
|
-0.1%
|
|
|
7
|
Evanson Asset Management
Carmel,
California
|
US$3934萬
|
+US$33.5萬
|
+5,815
|
+0.9%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
US$3600萬
|
-US$41.6萬
|
-7,205
|
-1%
|
|
|
9
|
Foster Group
West Des Moines,
Iowa
|
US$3568萬
|
-US$58.5萬
|
-10,134
|
-2%
|
|
|
10
|
Choreo LLC
Rockford,
Illinois
|
US$3295萬
|
-US$16萬
|
-2,778
|
-0.5%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
US$2908萬
|
+US$478萬
|
+82,784
|
+20%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
US$2786萬
|
-US$76.4萬
|
-13,246
|
-3%
|
|
|
13
|
Dowling & Yahnke
San Diego,
California
|
US$2696萬
|
-US$103萬
|
-17,899
|
-4%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
US$2429萬
|
+US$2328萬
|
+403,557
|
新
|
|
|
15
|
Adero Partners
Pleasanton,
California
|
US$2422萬
|
+US$84.3萬
|
+14,607
|
+4%
|
|
|
16
|
McLean Asset Management
Tysons,
Virginia
|
US$2223萬
|
-US$13.1萬
|
-2,273
|
-0.6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1776萬
|
+US$141萬
|
+24,511
|
+9%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
US$1552萬
|
+US$33.1萬
|
+5,743
|
+2%
|
|
|
19
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
US$1540萬
|
+US$1544萬
|
+267,740
|
新
|
|
|
20
|
Dimensional Fund Advisors
Austin,
Texas
|
US$1415萬
|
-US$175萬
|
-30,370
|
-11%
|
|
|
21
|
LPL Financial
San Diego,
California
|
US$1369萬
|
+US$145萬
|
+25,079
|
+12%
|
|
|
22
|
Lutz Financial Services
Omaha,
Nebraska
|
US$1297萬
|
-US$1.41萬
|
-245
|
-0.1%
|
|
|
23
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$1176萬
|
+US$159萬
|
+27,616
|
+16%
|
|
|
24
|
Pure Financial Advisors
San Diego,
California
|
US$1174萬
|
+US$168萬
|
+29,167
|
+17%
|
|
|
25
|
1900 Wealth Management
San Antonio,
Texas
|
US$998萬
|
-US$4.48萬
|
-777
|
-0.4%
|
|
