|
1
|
Creative Planning
Overland Park,
Kansas
|
US$3.66億
|
+US$2494萬
|
+481,068
|
+7%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
US$3.18億
|
-US$1432萬
|
-276,094
|
-4%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$1.27億
|
+US$341萬
|
+65,706
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.03億
|
+US$181萬
|
+34,845
|
+2%
|
|
|
5
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$8369萬
|
-US$223萬
|
-42,978
|
-2%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
US$7376萬
|
-US$179萬
|
-34,541
|
-2%
|
|
|
7
|
Resource Consulting Group
Orlando,
Florida
|
US$6843萬
|
+US$193萬
|
+37,305
|
+3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
US$4942萬
|
-US$6.6萬
|
-1,273
|
-0.1%
|
|
|
9
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$4038萬
|
+US$1186萬
|
+228,734
|
+37%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
US$3543萬
|
+US$206萬
|
+39,765
|
+6%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$2964萬
|
+US$598萬
|
+115,302
|
+23%
|
|
|
12
|
Dixon Fnancial Services
Lafayette,
California
|
US$2942萬
|
-US$11.1萬
|
-2,148
|
-0.3%
|
|
|
13
|
Savant Capital
Rockford,
Illinois
|
US$2907萬
|
-US$42萬
|
-8,100
|
-1%
|
|
|
14
|
Foster Group
West Des Moines,
Iowa
|
US$2834萬
|
-US$19萬
|
-3,673
|
-0.6%
|
|
|
15
|
ML&R Wealth Management
Austin,
Texas
|
US$2774萬
|
-US$254萬
|
-49,044
|
-8%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
US$2773萬
|
+US$262萬
|
+50,578
|
+10%
|
|
|
17
|
Choreo LLC
Rockford,
Illinois
|
US$2678萬
|
-US$37.5萬
|
-7,224
|
-1%
|
|
|
18
|
Heritage Investment Group
Pompano Beach,
Florida
|
US$2590萬
|
-US$43.7萬
|
-8,423
|
-2%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
US$2553萬
|
-US$59萬
|
-11,378
|
-2%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$2476萬
|
+US$2675萬
|
+515,828
|
新
|
|
|
21
|
Bouchey Financial Group
Troy,
New York
|
US$2341萬
|
+US$120萬
|
+23,160
|
+5%
|
|
|
22
|
Adero Partners
Pleasanton,
California
|
US$2257萬
|
-US$51.2萬
|
-9,867
|
-2%
|
|
|
23
|
Dowling & Yahnke
San Diego,
California
|
US$2018萬
|
-US$76萬
|
-14,649
|
-3%
|
|
|
24
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$2009萬
|
+US$594萬
|
+114,610
|
+38%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$1998萬
|
+US$143萬
|
+27,651
|
+7%
|
|
