|
1
|
Creative Planning
Overland Park,
Kansas
|
US$7.61億
|
+US$765萬
|
+150,227
|
+1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$6.88億
|
-US$1155萬
|
-226,746
|
-2%
|
|
|
3
|
Forum Financial Management
Lombard,
Illinois
|
US$5.05億
|
+US$2427萬
|
+476,529
|
+5%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
US$3.33億
|
-US$717萬
|
-140,867
|
-2%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
US$2.62億
|
-US$283萬
|
-55,536
|
-1%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
US$2.58億
|
-US$460萬
|
-90,315
|
-2%
|
|
|
7
|
Pure Financial Advisors
San Diego,
California
|
US$2.48億
|
+US$1690萬
|
+331,821
|
+8%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
US$1.76億
|
+US$1293萬
|
+253,917
|
+8%
|
|
|
9
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
US$1.6億
|
-US$106萬
|
-20,834
|
-0.7%
|
|
|
10
|
Asset Dedication LLC
San Francisco,
California
|
US$1.29億
|
+US$464萬
|
+91,093
|
+4%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
US$1.23億
|
-US$2953萬
|
-579,773
|
-20%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$1.22億
|
+US$29.2萬
|
+5,739
|
+0.3%
|
|
|
13
|
Willow Creek Wealth Management
Sebastopol,
California
|
US$1.13億
|
+US$354萬
|
+69,450
|
+3%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
US$1.02億
|
-US$478萬
|
-93,901
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1.02億
|
-US$60.8萬
|
-11,931
|
-0.6%
|
|
|
16
|
Trust Company of the South
Greensboro,
North Carolina
|
US$9688萬
|
+US$103萬
|
+20,307
|
+1%
|
|
|
17
|
Apella Capital
West Hartford,
Connecticut
|
US$9197萬
|
+US$99.4萬
|
+19,511
|
+1%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
US$8975萬
|
-US$393萬
|
-77,121
|
-4%
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
US$8888萬
|
-US$53.7萬
|
-10,543
|
-0.6%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
US$8381萬
|
+US$721萬
|
+141,640
|
+10%
|
|
|
21
|
Plancorp LLC
Saint Louis,
Missouri
|
US$8286萬
|
-US$318萬
|
-62,447
|
-4%
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
US$8284萬
|
+US$376萬
|
+73,811
|
+5%
|
|
|
23
|
Abacus Wealth Partners
Santa Monica,
California
|
US$7944萬
|
+US$774萬
|
+151,942
|
+12%
|
|
|
24
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
US$7499萬
|
+US$635萬
|
+124,642
|
+10%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
US$6806萬
|
+US$1258萬
|
+246,921
|
+24%
|
|
