|
1
|
Creative Planning
Overland Park,
Kansas
|
US$5.42億
|
+US$4050萬
|
+776,404
|
+9%
|
|
|
2
|
Index Fund Advisors
Irvine,
California
|
US$3.7億
|
-US$42.2萬
|
-8,090
|
-0.1%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
US$3.09億
|
-US$385萬
|
-73,887
|
-1%
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$1.46億
|
+US$268萬
|
+51,381
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.26億
|
-US$560萬
|
-107,276
|
-4%
|
|
|
6
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$1.09億
|
+US$389萬
|
+74,651
|
+4%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
US$8271萬
|
-US$71.4萬
|
-13,687
|
-0.9%
|
|
|
8
|
Resource Consulting Group
Orlando,
Florida
|
US$7625萬
|
-US$114萬
|
-21,796
|
-2%
|
|
|
9
|
Alaska Permanent Fund
Juneau,
Alaska
|
US$6664萬
|
+US$6344萬
|
+1,216,032
|
新
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
US$6123萬
|
+US$110萬
|
+21,084
|
+2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
US$5819萬
|
+US$1272萬
|
+243,876
|
+30%
|
|
|
12
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$5266萬
|
+US$105萬
|
+20,188
|
+2%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
US$4517萬
|
+US$65.2萬
|
+12,507
|
+2%
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
US$4341萬
|
+US$311萬
|
+59,541
|
+8%
|
|
|
15
|
ML&R Wealth Management
Austin,
Texas
|
US$3894萬
|
+US$30.6萬
|
+5,862
|
+0.8%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$3567萬
|
+US$245萬
|
+46,931
|
+8%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
US$3519萬
|
+US$95.8萬
|
+18,357
|
+3%
|
|
|
18
|
Pure Financial Advisors
San Diego,
California
|
US$3479萬
|
+US$673萬
|
+128,972
|
+25%
|
|
|
19
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
US$3412萬
|
+US$170萬
|
+32,584
|
+6%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
US$3318萬
|
+US$8.38萬
|
+1,607
|
+0.3%
|
|
|
21
|
Dixon Fnancial Services
Lafayette,
California
|
US$3315萬
|
-US$7.27萬
|
-1,394
|
-0.2%
|
|
|
22
|
Bouchey Financial Group
Troy,
New York
|
US$3221萬
|
+US$170萬
|
+32,596
|
+6%
|
|
|
23
|
Adero Partners
Pleasanton,
California
|
US$3196萬
|
+US$201萬
|
+38,552
|
+7%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$3143萬
|
+US$245萬
|
+46,978
|
+9%
|
|
|
25
|
Foster Group
West Des Moines,
Iowa
|
US$2945萬
|
-US$41.9萬
|
-8,039
|
-1%
|
|
