|
1
|
Savant Capital
Rockford,
Illinois
|
$599M
|
+$67.4M
|
+2,023,145
|
+13%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$214M
|
+$36.8M
|
+1,106,051
|
+21%
|
|
|
3
|
Coldstream Capital Management
Bellevue,
Washington
|
$152M
|
+$6.26M
|
+187,912
|
+4%
|
|
|
4
|
Foster Group
West Des Moines,
Iowa
|
$142M
|
+$56.6K
|
+1,700
|
+0%
|
|
|
5
|
Truepoint Inc
Cincinnati,
Ohio
|
$117M
|
+$8.69M
|
+261,009
|
+8%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$107M
|
+$104M
|
+3,126,872
|
New
|
|
|
7
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$101M
|
-$3.18M
|
-95,506
|
-3%
|
|
|
8
|
Root Financial Partners
Encinitas,
California
|
$93.9M
|
+$28.2M
|
+846,915
|
+45%
|
|
|
9
|
Vise Technologies
New York
|
$88.3M
|
+$58.2M
|
+1,746,930
|
+210%
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
$87.5M
|
-$2.03M
|
-60,953
|
-2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$79.4M
|
+$10.1M
|
+304,335
|
+15%
|
|
|
12
|
Summit Financial Strategies
Columbus,
Ohio
|
$75.3M
|
+$6.46M
|
+193,954
|
+10%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$74M
|
+$1.93M
|
+57,995
|
+3%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$71M
|
+$7.43M
|
+223,151
|
+12%
|
|
|
15
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$62.1M
|
-$1.04M
|
-31,095
|
-2%
|
|
|
16
|
|
$60.2M
|
+$13.4M
|
+400,889
|
+29%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$54.3M
|
+$4.15M
|
+124,524
|
+9%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$50.1M
|
+$1.88M
|
+56,378
|
+4%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47M
|
+$3.34M
|
+100,412
|
+8%
|
|
|
20
|
|
$45.4M
|
+$4.08M
|
+122,450
|
+10%
|
|
|
21
|
Quent Long Short Global Small Cap Fund
New York
|
$45.4M
|
+$44.2M
|
+1,326,195
|
New
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$45.1M
|
+$4.68M
|
+140,392
|
+12%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$42.7M
|
+$50.1K
|
+1,503
|
+0.1%
|
|
|
24
|
Index Fund Advisors
Irvine,
California
|
$41.2M
|
+$2.21M
|
+66,248
|
+6%
|
|
|
25
|
Mather Group
Chicago,
Illinois
|
$40.4M
|
+$1.72M
|
+51,665
|
+5%
|
|
