|
1
|
Creative Planning
Overland Park,
Kansas
|
US$9.3億
|
-US$1446萬
|
-216,333
|
-2%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$8.73億
|
-US$4358萬
|
-652,203
|
-5%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
US$7.26億
|
+US$227萬
|
+34,003
|
+0.3%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
US$4.42億
|
-US$370萬
|
-55,362
|
-0.9%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
US$3.99億
|
+US$1301萬
|
+194,707
|
+4%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$3.94億
|
-US$559萬
|
-83,665
|
-1%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
US$3.75億
|
+US$3786萬
|
+566,624
|
+12%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
US$3.32億
|
+US$3013萬
|
+450,901
|
+10%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$1.97億
|
-US$175萬
|
-26,124
|
-0.9%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
US$1.78億
|
+US$58萬
|
+8,673
|
+0.3%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
US$1.44億
|
-US$368萬
|
-55,126
|
-3%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
US$1.28億
|
-US$1430萬
|
-213,946
|
-10%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
US$1.26億
|
-US$5636萬
|
-843,406
|
-32%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
US$1.25億
|
-US$97.2萬
|
-14,539
|
-0.8%
|
|
|
15
|
Trust Company of the South
Greensboro,
North Carolina
|
US$1.23億
|
-US$243萬
|
-36,380
|
-2%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
US$1.18億
|
+US$863萬
|
+129,123
|
+8%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
US$1.13億
|
+US$585萬
|
+87,526
|
+6%
|
|
|
18
|
Capital Performance Advisors
Walnut Creek,
California
|
US$1.05億
|
+US$68.5萬
|
+10,258
|
+0.7%
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
US$1.04億
|
–
|
–
|
–
|
|
|
20
|
Truepoint Inc
Cincinnati,
Ohio
|
US$1.02億
|
-US$114萬
|
-16,997
|
-1%
|
|
|
21
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
US$1億
|
+US$40.4萬
|
+6,049
|
+0.4%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$9726萬
|
+US$121萬
|
+18,136
|
+1%
|
|
|
23
|
|
US$9335萬
|
+US$1402萬
|
+209,854
|
+19%
|
|
|
24
|
LPL Financial
San Diego,
California
|
US$8799萬
|
+US$324萬
|
+48,521
|
+4%
|
|
|
25
|
Premier Financial Group
Eureka,
California
|
US$8268萬
|
-US$25.6萬
|
-3,828
|
-0.3%
|
|
