|
1
|
Savant Capital
Rockford,
Illinois
|
$866M
|
+$59.5M
|
+992,460
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$499M
|
+$48.2M
|
+803,346
|
+11%
|
|
|
3
|
|
$189M
|
+$29M
|
+484,475
|
+19%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$137M
|
+$179K
|
+2,983
|
+0.1%
|
|
|
5
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$136M
|
-$4.64M
|
-77,355
|
-3%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$107M
|
-$3.16M
|
-52,692
|
-3%
|
|
|
7
|
|
$99.4M
|
+$2.55M
|
+42,565
|
+3%
|
|
|
8
|
American Century Companies
Kansas City,
Missouri
|
$94.8M
|
-$562K
|
-9,379
|
-0.6%
|
|
|
9
|
Pure Financial Advisors
San Diego,
California
|
$92.4M
|
-$442K
|
-7,370
|
-0.5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$86.9M
|
+$8.51M
|
+142,032
|
+11%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$86.7M
|
+$5.46M
|
+91,009
|
+7%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$80.7M
|
+$10.8M
|
+180,067
|
+16%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$79.8M
|
-$2.98M
|
-49,775
|
-4%
|
|
|
14
|
Oak Root LLC
Santa Barbara,
California
|
$72.6M
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$66.4M
|
+$5.97M
|
+99,541
|
+10%
|
|
|
16
|
WMS Partners
Towson,
Maryland
|
$60.5M
|
+$558K
|
+9,313
|
+0.9%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$54.5M
|
+$31.1M
|
+519,122
|
+139%
|
|
|
18
|
Adero Partners
Pleasanton,
California
|
$52.7M
|
+$2.23M
|
+37,145
|
+4%
|
|
|
19
|
Neuberger Berman Group
New York
|
$50.6M
|
+$4.23M
|
+70,484
|
+9%
|
|
|
20
|
Summit Financial Strategies
Columbus,
Ohio
|
$47.5M
|
+$1.87M
|
+31,182
|
+4%
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$33.9M
|
-$2.92M
|
-48,696
|
-8%
|
|
|
22
|
Atwood & Palmer
Kansas City,
Missouri
|
$33.8M
|
+$571K
|
+9,520
|
+2%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$33.6M
|
-$790K
|
-13,178
|
-2%
|
|
|
24
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$33.2M
|
-$8.71M
|
-145,240
|
-21%
|
|
|
25
|
Tarbox Family Office
Newport Beach,
California
|
$32.5M
|
+$336K
|
+5,606
|
+1%
|
|
