|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$569M
|
+$17.5M
|
+414,390
|
+3%
|
|
|
2
|
Prudential Financial
Newark,
New Jersey
|
$543M
|
+$86.7M
|
+2,050,957
|
+19%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$426M
|
+$235M
|
+5,555,465
|
+122%
|
|
|
4
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$208M
|
+$14.7M
|
+347,537
|
+8%
|
|
|
5
|
Apella Capital
West Hartford,
Connecticut
|
$196M
|
+$10.9M
|
+259,037
|
+6%
|
|
|
6
|
True Link Financial Advisors
San Francisco,
California
|
$187M
|
+$7.24M
|
+171,245
|
+4%
|
|
|
7
|
Elser Financial Planning
Indianapolis,
Indiana
|
$186M
|
+$9.18M
|
+217,288
|
+5%
|
|
|
8
|
Acropolis Investment Management
St. Louis,
Missouri
|
$172M
|
+$25.1M
|
+593,938
|
+17%
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$165M
|
+$7.69M
|
+181,906
|
+5%
|
|
|
10
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$162M
|
+$15.3M
|
+362,107
|
+10%
|
|
|
11
|
Root Financial Partners
Encinitas,
California
|
$162M
|
+$24.8M
|
+585,671
|
+18%
|
|
|
12
|
Vise Technologies
New York
|
$155M
|
+$51.6M
|
+1,221,104
|
+50%
|
|
|
13
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$147M
|
+$5.86M
|
+138,609
|
+4%
|
|
|
14
|
F/M Investments
Washington,
District of Columbia
|
$144M
|
+$15.9M
|
+377,260
|
+12%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$143M
|
-$5.53M
|
-130,852
|
-4%
|
|
|
16
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$139M
|
+$2.83M
|
+66,922
|
+2%
|
|
|
17
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$116M
|
+$9.98M
|
+236,030
|
+9%
|
|
|
18
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$110M
|
+$3.07M
|
+72,654
|
+3%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$109M
|
-$28.8M
|
-681,746
|
-21%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$89.8M
|
+$13.9M
|
+329,324
|
+18%
|
|
|
21
|
Stratos Investment Management
Beachwood,
Ohio
|
$87.4M
|
+$3.01M
|
+71,157
|
+4%
|
|
|
22
|
WPWealth
Fort Worth,
Texas
|
$86.9M
|
+$2.64M
|
+62,442
|
+3%
|
|
|
23
|
Core Wealth Management
Jupiter,
Florida
|
$79.5M
|
+$4.76M
|
+112,725
|
+6%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$75.4M
|
+$897K
|
+21,214
|
+1%
|
|
|
25
|
Rather & Kittrell
Knoxville,
Tennessee
|
$72.6M
|
+$5.36M
|
+126,690
|
+8%
|
|
