|
1
|
Savant Capital
Rockford,
Illinois
|
$406M
|
+$110M
|
+3,717,443
|
+40%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$242M
|
+$39M
|
+1,316,406
|
+20%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$174M
|
+$7.47M
|
+252,164
|
+5%
|
|
|
4
|
Foster Group
West Des Moines,
Iowa
|
$114M
|
+$8.15M
|
+275,303
|
+8%
|
|
|
5
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$90M
|
+$2.47M
|
+83,405
|
+3%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$87.5M
|
+$2.31M
|
+77,984
|
+3%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
$81.3M
|
+$550K
|
+18,580
|
+0.7%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$60.7M
|
+$10.1M
|
+340,800
|
+21%
|
|
|
9
|
Summit Financial Strategies
Columbus,
Ohio
|
$59.4M
|
+$2.86M
|
+96,544
|
+5%
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$56.8M
|
+$54.2M
|
+1,830,037
|
New
|
|
|
11
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$56.4M
|
+$898K
|
+30,340
|
+2%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$55M
|
+$1.39M
|
+47,079
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$42.7M
|
+$2.48M
|
+83,926
|
+6%
|
|
|
14
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$40.8M
|
+$2.32M
|
+78,319
|
+6%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.2M
|
+$3.63M
|
+122,500
|
+12%
|
|
|
16
|
Premier Financial Group
Eureka,
California
|
$35.6M
|
+$33.3M
|
+1,125,404
|
New
|
|
|
17
|
WPWealth
Fort Worth,
Texas
|
$35.3M
|
-$10.8M
|
-364,498
|
-24%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.6M
|
+$3.62M
|
+122,156
|
+13%
|
|
|
19
|
Mather Group
Chicago,
Illinois
|
$34.3M
|
+$1.71M
|
+57,851
|
+6%
|
|
|
20
|
Index Fund Advisors
Irvine,
California
|
$33.1M
|
+$2.59M
|
+87,369
|
+9%
|
|
|
21
|
|
$32.8M
|
-$2.79M
|
-94,280
|
-8%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$30.8M
|
+$7.72M
|
+260,654
|
+36%
|
|
|
23
|
Total Wealth Planning
Cincinnati,
Ohio
|
$30.6M
|
+$3.13M
|
+105,807
|
+12%
|
|
|
24
|
Root Financial Partners
Encinitas,
California
|
$30.4M
|
+$14.9M
|
+502,826
|
+105%
|
|
|
25
|
|
$30.1M
|
+$3.66M
|
+123,555
|
+15%
|
|
