|
1
|
Savant Capital
Rockford,
Illinois
|
$205M
|
+$83.1M
|
+2,655,670
|
+63%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$152M
|
+$50.3M
|
+1,609,219
|
+46%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$143M
|
+$14.2M
|
+454,810
|
+11%
|
|
|
4
|
Foster Group
West Des Moines,
Iowa
|
$101M
|
+$1.83M
|
+58,461
|
+2%
|
|
|
5
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$79.1M
|
+$3.87M
|
+123,618
|
+5%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$77.7M
|
-$24.6M
|
-786,577
|
-23%
|
|
|
7
|
Truepoint Inc
Cincinnati,
Ohio
|
$67.3M
|
+$5.71M
|
+182,394
|
+9%
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$54M
|
-$929K
|
-29,703
|
-2%
|
|
|
9
|
Cable Hill Partners
Portland,
Oregon
|
$51.1M
|
+$1.66M
|
+53,012
|
+3%
|
|
|
10
|
Summit Financial Strategies
Columbus,
Ohio
|
$50.4M
|
+$5.09M
|
+162,670
|
+11%
|
|
|
11
|
WPWealth
Fort Worth,
Texas
|
$46.6M
|
+$3.42M
|
+109,172
|
+8%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$44.9M
|
+$7.97M
|
+254,623
|
+21%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$39.7M
|
+$11M
|
+352,704
|
+36%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$34.2M
|
+$8.39M
|
+268,238
|
+31%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$32.2M
|
-$3.66M
|
-117,138
|
-10%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$32.2M
|
+$4.42M
|
+141,444
|
+15%
|
|
|
17
|
|
$30.8M
|
+$5.8M
|
+185,492
|
+22%
|
|
|
18
|
EnRich Financial Partners
Madison,
Wisconsin
|
$29.2M
|
-$184K
|
-5,876
|
-0.6%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.8M
|
+$2.25M
|
+71,823
|
+8%
|
|
|
20
|
Destiny Wealth Partners
Tavares,
Florida
|
$27.7M
|
+$2.26M
|
+72,317
|
+9%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
$27.6M
|
+$1.5M
|
+47,903
|
+5%
|
|
|
22
|
Eastern Bank
Boston,
Massachusetts
|
$27.4M
|
+$55K
|
+1,758
|
+0.2%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$25.7M
|
-$4.53M
|
-144,733
|
-14%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.3M
|
+$3.55M
|
+113,415
|
+16%
|
|
|
25
|
Total Wealth Planning
Cincinnati,
Ohio
|
$24.6M
|
+$2.57M
|
+82,122
|
+11%
|
|
