|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$4.76億
|
+US$529萬
|
+120,653
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
US$3.36億
|
+US$1007萬
|
+229,605
|
+3%
|
|
|
3
|
Index Fund Advisors
Irvine,
California
|
US$3.27億
|
-US$2597萬
|
-592,049
|
-7%
|
|
|
4
|
Forum Financial Management
Lombard,
Illinois
|
US$2.14億
|
+US$1353萬
|
+308,428
|
+6%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
US$1.59億
|
+US$1900萬
|
+433,343
|
+12%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
US$1.35億
|
+US$1395萬
|
+318,176
|
+11%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.21億
|
+US$2977萬
|
+678,909
|
+29%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
US$1.04億
|
+US$3031萬
|
+691,152
|
+36%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$9234萬
|
-US$1946萬
|
-443,829
|
-16%
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$9008萬
|
+US$2695萬
|
+614,507
|
+38%
|
|
|
11
|
Equius Partners
Novato,
California
|
US$8744萬
|
-US$111萬
|
-25,287
|
-1%
|
|
|
12
|
Truepoint Inc
Cincinnati,
Ohio
|
US$7383萬
|
-US$252萬
|
-57,421
|
-3%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
US$7118萬
|
-US$142萬
|
-32,282
|
-2%
|
|
|
14
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$6520萬
|
+US$162萬
|
+36,948
|
+2%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
US$6431萬
|
+US$133萬
|
+30,300
|
+2%
|
|
|
16
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
US$6118萬
|
+US$1272萬
|
+290,017
|
+24%
|
|
|
17
|
Abacus Wealth Partners
Santa Monica,
California
|
US$5594萬
|
-US$183萬
|
-41,696
|
-3%
|
|
|
18
|
Dowling & Yahnke
San Diego,
California
|
US$5268萬
|
+US$151萬
|
+34,394
|
+3%
|
|
|
19
|
Asset Dedication LLC
San Francisco,
California
|
US$4778萬
|
+US$322萬
|
+73,353
|
+7%
|
|
|
20
|
Quantitative Advantage
Minnetonka,
Minnesota
|
US$4675萬
|
-US$51.5萬
|
-11,742
|
-1%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
US$4647萬
|
+US$59.3萬
|
+13,518
|
+1%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
US$4532萬
|
-US$259萬
|
-59,139
|
-5%
|
|
|
23
|
|
US$3477萬
|
-US$719萬
|
-163,924
|
-16%
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
US$3456萬
|
+US$448萬
|
+102,253
|
+14%
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
US$3384萬
|
-US$163萬
|
-37,138
|
-4%
|
|
