|
1
|
Savant Capital
Rockford,
Illinois
|
$736M
|
+$113M
|
+3,125,297
|
+18%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$242M
|
+$18.3M
|
+506,513
|
+8%
|
|
|
3
|
Coldstream Capital Management
Bellevue,
Washington
|
$164M
|
+$5.42M
|
+150,519
|
+3%
|
|
|
4
|
Foster Group
West Des Moines,
Iowa
|
$145M
|
-$3.02M
|
-83,851
|
-2%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$131M
|
+$48.5M
|
+1,345,977
|
+58%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$128M
|
+$6.32M
|
+175,345
|
+5%
|
|
|
7
|
Root Financial Partners
Encinitas,
California
|
$112M
|
+$14.4M
|
+399,663
|
+15%
|
|
|
8
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$107M
|
+$1.35M
|
+37,443
|
+1%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$99.8M
|
-$12M
|
-333,165
|
-11%
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
$91.2M
|
-$203K
|
-5,639
|
-0.2%
|
|
|
11
|
Vise Technologies
New York
|
$88.3M
|
–
|
–
|
–
|
|
|
12
|
Summit Financial Strategies
Columbus,
Ohio
|
$86M
|
+$7.46M
|
+207,037
|
+9%
|
|
|
13
|
Beacon Pointe Advisors
Newport Beach,
California
|
$78.2M
|
+$4.17M
|
+115,795
|
+6%
|
|
|
14
|
|
$77.4M
|
+$14.6M
|
+406,269
|
+23%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$77.2M
|
-$61K
|
-1,693
|
-0.1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$64.6M
|
+$7.96M
|
+220,886
|
+14%
|
|
|
17
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$64.4M
|
-$396K
|
-10,986
|
-0.6%
|
|
|
18
|
Apella Capital
West Hartford,
Connecticut
|
$54.7M
|
+$5.25M
|
+145,829
|
+11%
|
|
|
19
|
|
$52.7M
|
+$5.39M
|
+149,458
|
+11%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$52.3M
|
+$3.24M
|
+89,902
|
+7%
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$50.4M
|
-$1.91M
|
-52,891
|
-4%
|
|
|
22
|
Index Fund Advisors
Irvine,
California
|
$48.9M
|
+$5.86M
|
+162,614
|
+13%
|
|
|
23
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$47.4M
|
+$13.7M
|
+381,073
|
+40%
|
|
|
24
|
Mather Group
Chicago,
Illinois
|
$44.5M
|
+$2.34M
|
+64,884
|
+5%
|
|
|
25
|
Premier Financial Group
Eureka,
California
|
$40.9M
|
+$113K
|
+3,124
|
+0.3%
|
|
