|
1
|
Corient Private Wealth
Miami,
Florida
|
$133M
|
+$11.2M
|
+375,966
|
+10%
|
|
|
2
|
Savant Capital
Rockford,
Illinois
|
$129M
|
+$97.3M
|
+3,265,298
|
+355%
|
|
|
3
|
EP Wealth Advisors
Torrance,
California
|
$107M
|
+$23.8M
|
+797,877
|
+30%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$104M
|
-$1.1M
|
-36,943
|
-1%
|
|
|
5
|
Foster Group
West Des Moines,
Iowa
|
$102M
|
+$442K
|
+14,854
|
+0.5%
|
|
|
6
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$77.3M
|
+$4.78M
|
+160,322
|
+7%
|
|
|
7
|
Truepoint Inc
Cincinnati,
Ohio
|
$63.4M
|
+$4.37M
|
+146,600
|
+8%
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$56.4M
|
-$684K
|
-22,972
|
-1%
|
|
|
9
|
Cable Hill Partners
Portland,
Oregon
|
$50.8M
|
+$5.29M
|
+177,532
|
+12%
|
|
|
10
|
Summit Financial Strategies
Columbus,
Ohio
|
$46.7M
|
+$5.94M
|
+199,508
|
+15%
|
|
|
11
|
WPWealth
Fort Worth,
Texas
|
$44.4M
|
+$4.66M
|
+156,439
|
+12%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$38.3M
|
+$5.99M
|
+201,202
|
+19%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$36.7M
|
+$3.8M
|
+127,731
|
+12%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$30.8M
|
-$594K
|
-19,957
|
-2%
|
|
|
15
|
EnRich Financial Partners
Madison,
Wisconsin
|
$30.1M
|
+$527K
|
+17,686
|
+2%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$29.8M
|
+$5.13M
|
+172,190
|
+22%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$28.7M
|
+$1.08M
|
+36,261
|
+4%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$28M
|
+$262K
|
+8,796
|
+1%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.3M
|
+$2.81M
|
+94,185
|
+12%
|
|
|
20
|
Index Fund Advisors
Irvine,
California
|
$26.9M
|
+$3.29M
|
+110,395
|
+15%
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$26.8M
|
+$3.22M
|
+107,953
|
+14%
|
|
|
22
|
Destiny Wealth Partners
Tavares,
Florida
|
$26.2M
|
+$75.6K
|
+2,538
|
+0.3%
|
|
|
23
|
|
$25.9M
|
+$2.35M
|
+78,878
|
+10%
|
|
|
24
|
Mather Group
Chicago,
Illinois
|
$24.9M
|
-$1.18M
|
-39,640
|
-5%
|
|
|
25
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$24.6M
|
+$408K
|
+13,702
|
+2%
|
|
