|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$5.69億
|
+$1752万
|
+414,390
|
+3%
|
|
|
2
|
Prudential Financial
Newark,
New Jersey
|
$5.43億
|
+$8669万
|
+2,050,957
|
+19%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$4.26億
|
+$2.35億
|
+5,555,465
|
+122%
|
|
|
4
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$2.08億
|
+$1469万
|
+347,537
|
+8%
|
|
|
5
|
Apella Capital
West Hartford,
Connecticut
|
$1.96億
|
+$1095万
|
+259,037
|
+6%
|
|
|
6
|
True Link Financial Advisors
San Francisco,
California
|
$1.87億
|
+$724万
|
+171,245
|
+4%
|
|
|
7
|
Elser Financial Planning
Indianapolis,
Indiana
|
$1.86億
|
+$918万
|
+217,288
|
+5%
|
|
|
8
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.72億
|
+$2511万
|
+593,938
|
+17%
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.65億
|
+$769万
|
+181,906
|
+5%
|
|
|
10
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$1.62億
|
+$1531万
|
+362,107
|
+10%
|
|
|
11
|
Root Financial Partners
Encinitas,
California
|
$1.62億
|
+$2476万
|
+585,671
|
+18%
|
|
|
12
|
Vise Technologies
New York
|
$1.55億
|
+$5162万
|
+1,221,104
|
+50%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.47億
|
+$586万
|
+138,609
|
+4%
|
|
|
14
|
F/M Investments
Washington,
District of Columbia
|
$1.44億
|
+$1595万
|
+377,260
|
+12%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$1.43億
|
-$553万
|
-130,852
|
-4%
|
|
|
16
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.39億
|
+$283万
|
+66,922
|
+2%
|
|
|
17
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.16億
|
+$998万
|
+236,030
|
+9%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.1億
|
+$307万
|
+72,654
|
+3%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$1.09億
|
-$2882万
|
-681,746
|
-21%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8979万
|
+$1392万
|
+329,324
|
+18%
|
|
|
21
|
Stratos Investment Management
Beachwood,
Ohio
|
$8736万
|
+$301万
|
+71,157
|
+4%
|
|
|
22
|
WPWealth
Fort Worth,
Texas
|
$8694万
|
+$264万
|
+62,442
|
+3%
|
|
|
23
|
Core Wealth Management
Jupiter,
Florida
|
$7953万
|
+$476万
|
+112,725
|
+6%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$7538万
|
+$89.7万
|
+21,214
|
+1%
|
|
|
25
|
Rather & Kittrell
Knoxville,
Tennessee
|
$7260万
|
+$536万
|
+126,690
|
+8%
|
|
