|
1
|
Savant Capital
Rockford,
Illinois
|
$423M
|
+$50.4M
|
+1,613,528
|
+14%
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$207M
|
+$1.51M
|
+48,244
|
+0.7%
|
|
|
3
|
JMG Financial Group
Downers Grove,
Illinois
|
$179M
|
+$5.72M
|
+183,092
|
+3%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$164M
|
-$20.5M
|
-656,719
|
-11%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$114M
|
+$13.2M
|
+424,038
|
+13%
|
|
|
6
|
|
$110M
|
+$13.2M
|
+422,917
|
+14%
|
|
|
7
|
Ritholtz Wealth Management
New York
|
$110M
|
+$7.46M
|
+238,872
|
+7%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$86.9M
|
+$818K
|
+26,172
|
+1%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$80.9M
|
+$2.55M
|
+81,580
|
+3%
|
|
|
10
|
Index Fund Advisors
Irvine,
California
|
$77.3M
|
+$7.57M
|
+242,195
|
+11%
|
|
|
11
|
Coldstream Capital Management
Bellevue,
Washington
|
$72M
|
+$29.1M
|
+932,459
|
+70%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$66.5M
|
+$65.3M
|
+2,089,903
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.3M
|
+$24.4M
|
+780,636
|
+63%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$63.1M
|
+$18.4M
|
+588,635
|
+42%
|
|
|
15
|
Arista Wealth Management
Las Vegas,
Nevada
|
$62.8M
|
+$3.76M
|
+120,452
|
+7%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$56.4M
|
+$9.11M
|
+291,610
|
+20%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$51.5M
|
+$6.4M
|
+204,821
|
+14%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$49.4M
|
+$2.43M
|
+77,880
|
+5%
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$48.5M
|
-$4.22M
|
-134,938
|
-8%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$46.4M
|
+$1.71M
|
+54,869
|
+4%
|
|
|
21
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$44M
|
+$758K
|
+24,254
|
+2%
|
|
|
22
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$43.9M
|
-$40.4M
|
-1,292,910
|
-48%
|
|
|
23
|
Truepoint Inc
Cincinnati,
Ohio
|
$43M
|
-$749K
|
-23,990
|
-2%
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$35.4M
|
+$28.3M
|
+904,530
|
+433%
|
|
|
25
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$32.1M
|
+$1.31M
|
+41,776
|
+4%
|
|
