|
1
|
Creative Planning
Overland Park,
Kansas
|
US$7.65億
|
-US$2397萬
|
-671,447
|
-3%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
US$5.48億
|
-US$1497萬
|
-419,213
|
-3%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
US$3.44億
|
-US$2.07萬
|
-580
|
-0%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
US$1.24億
|
-US$816萬
|
-228,565
|
-6%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$1.15億
|
-US$692萬
|
-193,776
|
-6%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
US$1.15億
|
-US$701萬
|
-196,375
|
-6%
|
|
|
7
|
Rakuten Investment Management
Tokyo,
Japan
|
US$1.06億
|
-US$5520萬
|
-1,545,918
|
-34%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
US$8408萬
|
+US$875萬
|
+245,041
|
+12%
|
|
|
9
|
Rebalance
Palo Alto,
California
|
US$8333萬
|
+US$407萬
|
+113,863
|
+5%
|
|
|
10
|
|
US$8302萬
|
-US$511萬
|
-143,109
|
-6%
|
|
|
11
|
Orgel Wealth Management
Altoona,
Wisconsin
|
US$7972萬
|
+US$316萬
|
+88,370
|
+4%
|
|
|
12
|
Mather Group
Chicago,
Illinois
|
US$7680萬
|
+US$131萬
|
+36,639
|
+2%
|
|
|
13
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
US$7038萬
|
+US$94萬
|
+26,313
|
+1%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
US$6387萬
|
-US$528萬
|
-147,762
|
-8%
|
|
|
15
|
Krilogy Financial
St. Louis,
Missouri
|
US$6301萬
|
+US$120萬
|
+33,657
|
+2%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
US$5990萬
|
+US$3427萬
|
+959,875
|
+139%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
US$5672萬
|
+US$145萬
|
+40,490
|
+3%
|
|
|
18
|
|
US$5651萬
|
-US$532萬
|
-149,094
|
-9%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
US$5615萬
|
-US$59萬
|
-16,532
|
-1%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
US$5583萬
|
+US$55.4萬
|
+15,517
|
+1%
|
|
|
21
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
US$5507萬
|
+US$168萬
|
+47,041
|
+3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
US$5400萬
|
+US$31.9萬
|
+8,937
|
+0.6%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
US$5246萬
|
-US$191萬
|
-53,369
|
-4%
|
|
|
24
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
US$5236萬
|
+US$45.4萬
|
+12,720
|
+0.9%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
US$5047萬
|
-US$196萬
|
-54,981
|
-4%
|
|
