|
1
|
Savant Capital
Rockford,
Illinois
|
$509M
|
+$76.7M
|
+2,398,267
|
+18%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$170M
|
-$14.8M
|
-461,399
|
-8%
|
|
|
3
|
Coldstream Capital Management
Bellevue,
Washington
|
$140M
|
+$77.5M
|
+2,422,652
|
+132%
|
|
|
4
|
Foster Group
West Des Moines,
Iowa
|
$136M
|
+$14.6M
|
+455,065
|
+12%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$104M
|
+$10.5M
|
+328,469
|
+12%
|
|
|
6
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$100M
|
+$4.84M
|
+151,427
|
+5%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
$86.2M
|
-$3.62K
|
-113
|
-0%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$69.2M
|
+$4.73M
|
+147,784
|
+8%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$66.4M
|
+$64.5M
|
+2,016,898
|
New
|
|
|
10
|
Summit Financial Strategies
Columbus,
Ohio
|
$66M
|
+$3M
|
+93,907
|
+5%
|
|
|
11
|
Root Financial Partners
Encinitas,
California
|
$62.4M
|
+$29.3M
|
+915,855
|
+93%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$60.9M
|
+$33.4M
|
+1,045,291
|
+130%
|
|
|
13
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$60.3M
|
+$894K
|
+27,938
|
+2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$48.2M
|
+$2.75M
|
+85,981
|
+6%
|
|
|
15
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$46.3M
|
+$2.99M
|
+93,518
|
+7%
|
|
|
16
|
|
$44.7M
|
+$12.5M
|
+390,323
|
+40%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.9M
|
+$3.38M
|
+105,553
|
+9%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.8M
|
+$3.61M
|
+112,930
|
+10%
|
|
|
19
|
|
$39.6M
|
+$4.64M
|
+145,149
|
+14%
|
|
|
20
|
Apella Capital
West Hartford,
Connecticut
|
$38.1M
|
+$6.34M
|
+198,275
|
+20%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
$37.5M
|
+$2.27M
|
+70,958
|
+7%
|
|
|
22
|
Mather Group
Chicago,
Illinois
|
$37.1M
|
+$709K
|
+22,178
|
+2%
|
|
|
23
|
Premier Financial Group
Eureka,
California
|
$37M
|
+$208K
|
+6,494
|
+0.6%
|
|
|
24
|
Total Wealth Planning
Cincinnati,
Ohio
|
$34.8M
|
+$2.25M
|
+70,464
|
+7%
|
|
|
25
|
WPWealth
Fort Worth,
Texas
|
$34.5M
|
-$2.79M
|
-87,308
|
-8%
|
|
