|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
409 Mio. $
|
+11,1 Mio. $
|
+261.863
|
+3 %
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
264 Mio. $
|
+52,5 Mio. $
|
+1.243.333
|
+24 %
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
90,2 Mio. $
|
+91,2 Mio. $
|
+2.160.582
|
+885.484 %
|
|
|
4
|
WPWealth
Fort Worth,
Texas
|
67,9 Mio. $
|
-232.712 $
|
-5.513
|
-0,3 %
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
61,1 Mio. $
|
-860.355 $
|
-20.382
|
-1 %
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
56,2 Mio. $
|
+26,6 Mio. $
|
+630.527
|
+88 %
|
|
|
7
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
49,2 Mio. $
|
+1,72 Mio. $
|
+40.817
|
+4 %
|
|
|
8
|
Core Wealth Management
Jupiter,
Florida
|
46,1 Mio. $
|
+2,66 Mio. $
|
+62.975
|
+6 %
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
43,7 Mio. $
|
+626.292 $
|
+14.837
|
+1 %
|
|
|
10
|
Allworth Financial
Folsom,
California
|
41,9 Mio. $
|
-2,42 Mio. $
|
-57.432
|
-5 %
|
|
|
11
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
38,9 Mio. $
|
+1,46 Mio. $
|
+34.505
|
+4 %
|
|
|
12
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
38,5 Mio. $
|
+7,73 Mio. $
|
+183.195
|
+25 %
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
37,1 Mio. $
|
+12,2 Mio. $
|
+289.591
|
+48 %
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
34,2 Mio. $
|
+8,1 Mio. $
|
+191.895
|
+31 %
|
|
|
15
|
|
33,8 Mio. $
|
+29,3 Mio. $
|
+693.529
|
+594 %
|
|
|
16
|
Rational Advisors
Huntington,
New York
|
30,4 Mio. $
|
+5,78 Mio. $
|
+136.925
|
+23 %
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
28,8 Mio. $
|
+5,62 Mio. $
|
+133.106
|
+24 %
|
|
|
18
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
27,7 Mio. $
|
+1,15 Mio. $
|
+27.323
|
+4 %
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
26,1 Mio. $
|
+1,15 Mio. $
|
+27.246
|
+5 %
|
|
|
20
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
22,9 Mio. $
|
+3,5 Mio. $
|
+82.857
|
+18 %
|
|
|
21
|
Rise Advisors
Rochester,
New York
|
22,3 Mio. $
|
+2,48 Mio. $
|
+58.741
|
+12 %
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
21,8 Mio. $
|
+662.594 $
|
+15.697
|
+3 %
|
|
|
23
|
Forum Financial Management
Lombard,
Illinois
|
21 Mio. $
|
-1,43 Mio. $
|
-33.959
|
-6 %
|
|
|
24
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
20,5 Mio. $
|
+530.852 $
|
+12.576
|
+3 %
|
|
|
25
|
BCR Wealth Strategies
Vestavia,
Alabama
|
19,4 Mio. $
|
+251.243 $
|
+5.952
|
+1 %
|
|
