|
1
|
Savant Capital
Rockford,
Illinois
|
$502M
|
+$29.4M
|
+553,427
|
+6%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$113M
|
-$76.6M
|
-1,442,326
|
-40%
|
|
|
3
|
|
$106M
|
+$37.4M
|
+704,761
|
+54%
|
|
|
4
|
American Century Companies
Kansas City,
Missouri
|
$78.6M
|
+$8.35M
|
+157,284
|
+12%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$77.4M
|
+$1.38M
|
+26,030
|
+2%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$74.4M
|
-$1.46M
|
-27,435
|
-2%
|
|
|
7
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$69.2M
|
+$16.7M
|
+313,750
|
+32%
|
|
|
8
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$63.4M
|
+$7.8M
|
+146,795
|
+14%
|
|
|
9
|
Congress Wealth Management
Boston,
Massachusetts
|
$59M
|
+$27M
|
+507,817
|
+84%
|
|
|
10
|
WMS Partners
Towson,
Maryland
|
$41.5M
|
+$12.5M
|
+234,639
|
+43%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$39.6M
|
+$6.59M
|
+124,119
|
+20%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.1M
|
+$9.77M
|
+183,938
|
+37%
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$32M
|
+$643K
|
+12,110
|
+2%
|
|
|
14
|
Adero Partners
Pleasanton,
California
|
$31.4M
|
+$3.14M
|
+59,152
|
+11%
|
|
|
15
|
Symmetry Partners
Glastonbury,
Connecticut
|
$30.1M
|
-$372K
|
-7,000
|
-1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$29.1M
|
+$433K
|
+8,156
|
+2%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$28.6M
|
-$163K
|
-3,074
|
-0.6%
|
|
|
18
|
Aprio Wealth Management
Atlanta,
Georgia
|
$27.4M
|
+$27.5M
|
+518,648
|
New
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$27M
|
+$2.22M
|
+41,837
|
+9%
|
|
|
20
|
Truepoint Inc
Cincinnati,
Ohio
|
$24.7M
|
-$555K
|
-10,453
|
-2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
+$15.2M
|
+285,752
|
+193%
|
|
|
22
|
Waypoint Wealth Partners
Mill Valley,
California
|
$22.1M
|
+$197K
|
+3,700
|
+0.9%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$19.8M
|
+$940K
|
+17,703
|
+5%
|
|
|
24
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$17.7M
|
+$4.27M
|
+80,383
|
+32%
|
|
|
25
|
Versant Capital Management
Phoenix,
Arizona
|
$17.6M
|
-$40.3K
|
-758
|
-0.2%
|
|
