|
1
|
Savant Capital
Rockford,
Illinois
|
$661M
|
+$98.8M
|
+2,794,796
|
+17%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$257M
|
-$210M
|
-5,933,047
|
-45%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$230M
|
-$1.71M
|
-48,369
|
-0.7%
|
|
|
4
|
JMG Financial Group
Downers Grove,
Illinois
|
$217M
|
+$12.7M
|
+358,934
|
+6%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$158M
|
+$6.73M
|
+190,468
|
+4%
|
|
|
6
|
|
$151M
|
+$17.7M
|
+500,863
|
+13%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$136M
|
+$52.2M
|
+1,478,369
|
+61%
|
|
|
8
|
Ritholtz Wealth Management
New York
|
$135M
|
+$8.45M
|
+239,097
|
+7%
|
|
|
9
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$98M
|
+$25.8M
|
+731,274
|
+35%
|
|
|
10
|
Modera Wealth Management
Westwood,
New Jersey
|
$96.8M
|
+$3.64M
|
+103,055
|
+4%
|
|
|
11
|
Index Fund Advisors
Irvine,
California
|
$96.8M
|
+$7.24M
|
+204,909
|
+8%
|
|
|
12
|
Pathstone Holdings
Englewood,
New Jersey
|
$96.5M
|
-$841K
|
-23,785
|
-0.9%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$80.2M
|
+$7.61M
|
+215,208
|
+10%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$78.1M
|
+$1.27M
|
+35,987
|
+2%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$77.5M
|
+$4.43M
|
+125,333
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$77.5M
|
+$3.63M
|
+102,703
|
+5%
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$73.9M
|
+$6.28M
|
+177,759
|
+9%
|
|
|
18
|
Arista Wealth Management
Las Vegas,
Nevada
|
$73.7M
|
+$858K
|
+24,269
|
+1%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$68.1M
|
+$3.04M
|
+86,066
|
+5%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$55.1M
|
+$81.8K
|
+2,314
|
+0.1%
|
|
|
21
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$52.1M
|
+$1.86M
|
+52,729
|
+4%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$49.8M
|
-$4.16M
|
-117,718
|
-8%
|
|
|
23
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$47.2M
|
-$153K
|
-4,337
|
-0.3%
|
|
|
24
|
Truepoint Inc
Cincinnati,
Ohio
|
$47M
|
+$151K
|
+4,277
|
+0.3%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$39.1M
|
+$3.09M
|
+87,442
|
+9%
|
|
