|
1
|
Savant Capital
Rockford,
Illinois
|
$248M
|
+$47M
|
+1,483,483
|
+23%
|
|
|
2
|
Alaska Permanent Fund
Juneau,
Alaska
|
$235M
|
-$18.5M
|
-584,416
|
-7%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$167M
|
+$7.47M
|
+235,863
|
+5%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$129M
|
+$38.2M
|
+1,204,884
|
+41%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$122M
|
+$17.3M
|
+545,416
|
+16%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$95.6M
|
+$13M
|
+410,077
|
+15%
|
|
|
7
|
Modera Wealth Management
Westwood,
New Jersey
|
$88.7M
|
+$10M
|
+317,240
|
+12%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$66.2M
|
-$5.98M
|
-188,945
|
-8%
|
|
|
9
|
Ritholtz Wealth Management
New York
|
$64.9M
|
+$2.49M
|
+78,559
|
+4%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$61.5M
|
+$6.7M
|
+211,597
|
+12%
|
|
|
11
|
Index Fund Advisors
Irvine,
California
|
$58.2M
|
+$2.61M
|
+82,280
|
+5%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$56.1M
|
+$9.76M
|
+308,179
|
+20%
|
|
|
13
|
Arista Wealth Management
Las Vegas,
Nevada
|
$52.7M
|
+$1.79M
|
+56,380
|
+3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$48.3M
|
+$6.93M
|
+218,768
|
+16%
|
|
|
15
|
Root Financial Partners
Encinitas,
California
|
$45.4M
|
+$10.8M
|
+340,729
|
+30%
|
|
|
16
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$37.8M
|
-$515K
|
-16,255
|
-1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$37.7M
|
+$5.97M
|
+188,452
|
+18%
|
|
|
18
|
Cable Hill Partners
Portland,
Oregon
|
$37.6M
|
+$483K
|
+15,256
|
+1%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$37M
|
+$38.1M
|
+1,203,680
|
New
|
|
|
20
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$33.2M
|
+$3.13M
|
+98,946
|
+10%
|
|
|
21
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$31.9M
|
+$2.3M
|
+72,513
|
+8%
|
|
|
22
|
Essential Planning
Portsmouth,
New Hampshire
|
$31.9M
|
+$31.4M
|
+991,030
|
+6,398%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.7M
|
+$1.06M
|
+33,535
|
+3%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$31.2M
|
+$1.49M
|
+46,985
|
+5%
|
|
|
25
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$27.4M
|
+$1.92M
|
+60,720
|
+7%
|
|
