|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$152M
|
+$90.8M
|
+1,225,653
|
+157%
|
|
|
2
|
Unison Advisors
Washington,
District of Columbia
|
$106M
|
-$62.6M
|
-844,936
|
-38%
|
|
|
3
|
Merriman Wealth Management
Seattle,
Washington
|
$94.6M
|
+$16.2M
|
+218,834
|
+21%
|
|
|
4
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$74.7M
|
+$4.37M
|
+58,933
|
+6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$70M
|
+$20M
|
+270,055
|
+41%
|
|
|
6
|
American Century Companies
Kansas City,
Missouri
|
$47.4M
|
+$1.21M
|
+16,272
|
+3%
|
|
|
7
|
TCI Wealth Advisors
Tucson,
Arizona
|
$36.2M
|
+$3.18M
|
+42,947
|
+10%
|
|
|
8
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$21.6M
|
+$57.3K
|
+773
|
+0.3%
|
|
|
9
|
PrairieView Partners
St. Paul,
Minnesota
|
$20.9M
|
+$419K
|
+5,652
|
+2%
|
|
|
10
|
CPWM LLC
Seattle,
Washington
|
$17.7M
|
+$1.18M
|
+15,936
|
+7%
|
|
|
11
|
Soundmark Wealth Management
Kirkland,
Washington
|
$16.9M
|
+$275K
|
+3,709
|
+2%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$16.6M
|
-$380K
|
-5,122
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$16M
|
+$2.82M
|
+38,033
|
+22%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$14.7M
|
+$1.8M
|
+24,229
|
+14%
|
|
|
15
|
TruWealth Advisors
Metairie,
Louisiana
|
$14M
|
+$1.38M
|
+18,597
|
+11%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$12.9M
|
+$4.82K
|
+65
|
+0%
|
|
|
17
|
B&D White Capital Company
Lakeway,
Texas
|
$12.7M
|
+$1.36M
|
+18,385
|
+12%
|
|
|
18
|
Synergy Asset Management
Vancouver,
Washington
|
$12.6M
|
+$12.1M
|
+162,858
|
+5,092%
|
|
|
19
|
Carlson Capital Management
Northfield,
Minnesota
|
$12.4M
|
+$1.86M
|
+25,118
|
+18%
|
|
|
20
|
Aprio Wealth Management
Atlanta,
Georgia
|
$12M
|
+$1.46M
|
+19,700
|
+14%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.2M
|
+$3.99M
|
+53,873
|
+57%
|
|
|
22
|
Sage Rhino Capital
Menlo Park,
California
|
$10.2M
|
-$418K
|
-5,647
|
-4%
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.56M
|
+$674K
|
+9,102
|
+8%
|
|
|
24
|
Venturi Wealth Management
Austin,
Texas
|
$8.53M
|
+$8.36M
|
+112,805
|
New
|
|
|
25
|
SNS Financial Group
Minneapolis,
Minnesota
|
$8.11M
|
-$245K
|
-3,312
|
-3%
|
|
