|
1
|
Savant Capital
Rockford,
Illinois
|
USD 1011 M
|
+USD 186 M
|
+4,863,426
|
+24%
|
|
|
2
|
Root Financial Partners
Encinitas,
California
|
USD 186 M
|
+USD 60.1 M
|
+1,570,077
|
+50%
|
|
|
3
|
Vise Technologies
New York
|
USD 182 M
|
+USD 77.1 M
|
+2,013,044
|
+78%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
USD 175 M
|
+USD 29 M
|
+757,028
|
+21%
|
|
|
5
|
Foster Group
West Des Moines,
Iowa
|
USD 158 M
|
-USD 2.13 M
|
-55,676
|
-1%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
USD 132 M
|
-USD 9.29 M
|
-242,663
|
-7%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
USD 131 M
|
-USD 132 M
|
-3,451,734
|
-51%
|
|
|
8
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
USD 124 M
|
+USD 5.55 M
|
+145,003
|
+5%
|
|
|
9
|
|
USD 114 M
|
+USD 27.2 M
|
+710,254
|
+33%
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
USD 108 M
|
-USD 2.33 M
|
-60,930
|
-2%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
USD 102 M
|
+USD 1.27 M
|
+33,055
|
+1%
|
|
|
12
|
Summit Financial Strategies
Columbus,
Ohio
|
USD 98.1 M
|
+USD 2.8 M
|
+73,061
|
+3%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
USD 92.4 M
|
-USD 86.3 M
|
-2,253,235
|
-49%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
USD 91.4 M
|
+USD 4.65 M
|
+121,301
|
+6%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
USD 88.9 M
|
+USD 3.32 M
|
+86,643
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
USD 75.5 M
|
+USD 3.83 M
|
+99,907
|
+6%
|
|
|
17
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
USD 69.5 M
|
-USD 1.77 M
|
-46,188
|
-3%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 62 M
|
+USD 3.95 M
|
+103,226
|
+7%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
USD 61.3 M
|
+USD 2.73 M
|
+71,379
|
+5%
|
|
|
20
|
|
USD 60.7 M
|
+USD 2.27 M
|
+59,154
|
+4%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
USD 57.2 M
|
+USD 2.98 M
|
+77,692
|
+6%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
USD 53.9 M
|
-USD 1.84 M
|
-48,056
|
-3%
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
USD 50.6 M
|
+USD 1.34 M
|
+34,873
|
+3%
|
|
|
24
|
Premier Financial Group
Eureka,
California
|
USD 45 M
|
-USD 22.4 k
|
-585
|
-0.1%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
USD 42.6 M
|
-USD 2.23 M
|
-58,190
|
-5%
|
|
