|
1
|
Savant Capital
Rockford,
Illinois
|
US$10.1億
|
+US$1.86億
|
+4,863,426
|
+24%
|
|
|
2
|
Root Financial Partners
Encinitas,
California
|
US$1.86億
|
+US$6013萬
|
+1,570,077
|
+50%
|
|
|
3
|
Vise Technologies
New York
|
US$1.82億
|
+US$7709萬
|
+2,013,044
|
+78%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
US$1.75億
|
+US$2899萬
|
+757,028
|
+21%
|
|
|
5
|
Foster Group
West Des Moines,
Iowa
|
US$1.58億
|
-US$213萬
|
-55,676
|
-1%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
US$1.32億
|
-US$929萬
|
-242,663
|
-7%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
US$1.31億
|
-US$1.32億
|
-3,451,734
|
-51%
|
|
|
8
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
US$1.24億
|
+US$555萬
|
+145,003
|
+5%
|
|
|
9
|
|
US$1.14億
|
+US$2720萬
|
+710,254
|
+33%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
US$1.08億
|
-US$233萬
|
-60,930
|
-2%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
US$1.02億
|
+US$127萬
|
+33,055
|
+1%
|
|
|
12
|
Summit Financial Strategies
Columbus,
Ohio
|
US$9811萬
|
+US$280萬
|
+73,061
|
+3%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
US$9244萬
|
-US$8629萬
|
-2,253,235
|
-49%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$9143萬
|
+US$465萬
|
+121,301
|
+6%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
US$8887萬
|
+US$332萬
|
+86,643
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
US$7548萬
|
+US$383萬
|
+99,907
|
+6%
|
|
|
17
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$6952萬
|
-US$177萬
|
-46,188
|
-3%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$6196萬
|
+US$395萬
|
+103,226
|
+7%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
US$6126萬
|
+US$273萬
|
+71,379
|
+5%
|
|
|
20
|
|
US$6069萬
|
+US$227萬
|
+59,154
|
+4%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
US$5718萬
|
+US$298萬
|
+77,692
|
+6%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
US$5393萬
|
-US$184萬
|
-48,056
|
-3%
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
US$5060萬
|
+US$134萬
|
+34,873
|
+3%
|
|
|
24
|
Premier Financial Group
Eureka,
California
|
US$4501萬
|
-US$2.24萬
|
-585
|
-0.1%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
US$4261萬
|
-US$223萬
|
-58,190
|
-5%
|
|
