|
1
|
Savant Capital
Rockford,
Illinois
|
$529M
|
+$89.7M
|
+2,789,585
|
+21%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$436M
|
+$261M
|
+8,127,861
|
+158%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$218M
|
+$3.38M
|
+105,207
|
+2%
|
|
|
4
|
JMG Financial Group
Downers Grove,
Illinois
|
$192M
|
+$7.05M
|
+219,296
|
+4%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$142M
|
+$23.4M
|
+728,129
|
+20%
|
|
|
6
|
|
$125M
|
+$11.2M
|
+348,687
|
+10%
|
|
|
7
|
Ritholtz Wealth Management
New York
|
$119M
|
+$5.43M
|
+168,712
|
+5%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$91.4M
|
+$1.54M
|
+47,976
|
+2%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$87.5M
|
+$3.89M
|
+121,026
|
+5%
|
|
|
10
|
Index Fund Advisors
Irvine,
California
|
$84.1M
|
+$4.15M
|
+129,096
|
+5%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$79.3M
|
+$10.3M
|
+320,437
|
+15%
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$72.2M
|
-$2.12M
|
-65,926
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$69.4M
|
+$17.9M
|
+557,500
|
+36%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$68.7M
|
+$3.42M
|
+106,457
|
+5%
|
|
|
15
|
Arista Wealth Management
Las Vegas,
Nevada
|
$68.4M
|
+$3.42M
|
+106,309
|
+5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.2M
|
+$1.71M
|
+53,021
|
+3%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$68M
|
+$14.4M
|
+448,646
|
+28%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$63.5M
|
+$13.1M
|
+406,920
|
+27%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$61.1M
|
+$2.68M
|
+83,441
|
+5%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$51.6M
|
+$3.61M
|
+112,209
|
+8%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$50.6M
|
+$49.5M
|
+1,538,016
|
New
|
|
|
22
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$47.2M
|
+$1.8M
|
+55,841
|
+4%
|
|
|
23
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$44.5M
|
-$240K
|
-7,475
|
-0.5%
|
|
|
24
|
Truepoint Inc
Cincinnati,
Ohio
|
$44M
|
-$445K
|
-13,822
|
-1%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$33.8M
|
+$2.4M
|
+74,470
|
+8%
|
|
