|
1
|
Creative Planning
Overland Park,
Kansas
|
US$7.39億
|
+US$2915萬
|
+555,638
|
+4%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
US$6.45億
|
-US$1097萬
|
-209,119
|
-2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
US$4.48億
|
-US$2398萬
|
-457,112
|
-5%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
US$3.89億
|
-US$1181萬
|
-225,118
|
-3%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
US$2.51億
|
+US$155萬
|
+29,571
|
+0.6%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$1.92億
|
-US$214萬
|
-40,749
|
-1%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
US$1.44億
|
+US$65.1萬
|
+12,407
|
+0.4%
|
|
|
8
|
Pure Financial Advisors
San Diego,
California
|
US$1.43億
|
+US$3663萬
|
+698,381
|
+34%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$1.42億
|
+US$884萬
|
+168,457
|
+7%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
US$1.37億
|
-US$1033萬
|
-197,009
|
-7%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.24億
|
-US$1675萬
|
-319,376
|
-12%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1.22億
|
+US$301萬
|
+57,397
|
+3%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
US$1.09億
|
+US$649萬
|
+123,690
|
+6%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
US$1.07億
|
+US$152萬
|
+28,886
|
+1%
|
|
|
15
|
RW Investment Management
Eagle,
Idaho
|
US$9803萬
|
+US$379萬
|
+72,224
|
+4%
|
|
|
16
|
Trust Company of the South
Greensboro,
North Carolina
|
US$9547萬
|
-US$127萬
|
-24,286
|
-1%
|
|
|
17
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$9375萬
|
+US$169萬
|
+32,228
|
+2%
|
|
|
18
|
Plancorp LLC
Saint Louis,
Missouri
|
US$8601萬
|
-US$66.7萬
|
-12,717
|
-0.8%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
US$8397萬
|
+US$1015萬
|
+193,519
|
+13%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
US$8093萬
|
+US$1273萬
|
+242,751
|
+18%
|
|
|
21
|
Truepoint Inc
Cincinnati,
Ohio
|
US$7749萬
|
-US$418萬
|
-79,636
|
-5%
|
|
|
22
|
Abacus Wealth Partners
Santa Monica,
California
|
US$6286萬
|
-US$69.8萬
|
-13,309
|
-1%
|
|
|
23
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
US$6200萬
|
+US$718萬
|
+136,838
|
+13%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
US$5865萬
|
-US$69.4萬
|
-13,233
|
-1%
|
|
|
25
|
Team Hewins
Redwood City,
California
|
US$5170萬
|
-US$46.8萬
|
-8,926
|
-0.9%
|
|
