|
1
|
Creative Planning
Overland Park,
Kansas
|
US$6.14億
|
+US$3995萬
|
+910,216
|
+7%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$5.96億
|
+US$943萬
|
+214,969
|
+2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
US$3.87億
|
+US$9784萬
|
+2,229,349
|
+36%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
US$3.71億
|
-US$322萬
|
-73,465
|
-0.9%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
US$2.16億
|
-US$125萬
|
-28,509
|
-0.6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.5億
|
+US$235萬
|
+53,479
|
+2%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.4億
|
+US$356萬
|
+81,162
|
+3%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
US$1.28億
|
+US$136萬
|
+31,051
|
+1%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$1.25億
|
+US$998萬
|
+227,388
|
+9%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
US$1.14億
|
-US$227萬
|
-51,770
|
-2%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
US$8297萬
|
+US$680萬
|
+154,879
|
+9%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
US$8051萬
|
-US$31.2萬
|
-7,116
|
-0.4%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$7816萬
|
+US$140萬
|
+31,888
|
+2%
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
US$7805萬
|
-US$99.5萬
|
-22,668
|
-1%
|
|
|
15
|
Resource Consulting Group
Orlando,
Florida
|
US$7351萬
|
+US$148萬
|
+33,771
|
+2%
|
|
|
16
|
Abacus Wealth Partners
Santa Monica,
California
|
US$6352萬
|
-US$17.3萬
|
-3,943
|
-0.3%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
US$5765萬
|
+US$2045萬
|
+466,069
|
+60%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
US$5715萬
|
+US$5406萬
|
+1,231,849
|
新
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
US$5437萬
|
+US$3783萬
|
+861,927
|
+390%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
US$5337萬
|
-US$35.8萬
|
-8,146
|
-0.7%
|
|
|
21
|
MBB Public Markets
Chicago,
Illinois
|
US$4950萬
|
–
|
–
|
–
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
US$4911萬
|
+US$1500萬
|
+341,683
|
+48%
|
|
|
23
|
Team Hewins
Redwood City,
California
|
US$4749萬
|
-US$11.9萬
|
-2,701
|
-0.3%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
US$4485萬
|
+US$184萬
|
+41,823
|
+5%
|
|
|
25
|
Bayshore Asset Management
Coral Gables,
Florida
|
US$4402萬
|
+US$154萬
|
+35,064
|
+4%
|
|
