|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$386M
|
+$344M
|
+8,327,295
|
+849%
|
|
|
2
|
WPWealth
Fort Worth,
Texas
|
$66.1M
|
+$65.9M
|
+1,592,551
|
New
|
|
|
3
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$46.2M
|
+$1.93M
|
+46,628
|
+4%
|
|
|
4
|
Core Wealth Management
Jupiter,
Florida
|
$42.6M
|
+$42.4M
|
+1,025,556
|
New
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$42M
|
+$5.65M
|
+136,702
|
+16%
|
|
|
6
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$31.1M
|
+$5.07M
|
+122,632
|
+20%
|
|
|
7
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$25.5M
|
+$2.79M
|
+67,353
|
+12%
|
|
|
8
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$23.9M
|
+$23M
|
+555,636
|
New
|
|
|
9
|
Forum Financial Management
Lombard,
Illinois
|
$22.2M
|
+$12.6M
|
+303,762
|
+131%
|
|
|
10
|
Arax Advisory Partners
Denver,
Colorado
|
$20.2M
|
+$20.1M
|
+486,188
|
New
|
|
|
11
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$19.6M
|
+$14.8M
|
+357,270
|
+311%
|
|
|
12
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$18.6M
|
+$10.2M
|
+247,417
|
+123%
|
|
|
13
|
Rise Advisors
Rochester,
New York
|
$17.6M
|
+$5.05M
|
+122,189
|
+40%
|
|
|
14
|
RW Investment Management
Eagle,
Idaho
|
$17.6M
|
+$17.5M
|
+423,206
|
New
|
|
|
15
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$17.2M
|
+$2.93M
|
+70,893
|
+21%
|
|
|
16
|
Spinnaker Investment Group
Newport Beach,
California
|
$15.6M
|
-$120K
|
-2,902
|
-0.8%
|
|
|
17
|
Pure Financial Advisors
San Diego,
California
|
$15.2M
|
-$44.6M
|
-1,077,929
|
-75%
|
|
|
18
|
RCS Financial Planning
Annapolis,
Maryland
|
$14.9M
|
+$14.8M
|
+358,294
|
New
|
|
|
19
|
DecisionPoint Financial
Mesa,
Arizona
|
$14.4M
|
+$14.4M
|
+347,101
|
New
|
|
|
20
|
BetterWealth
San Jose,
California
|
$13.8M
|
+$199K
|
+4,820
|
+1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.5M
|
-$1.84M
|
-44,541
|
-12%
|
|
|
22
|
Creative Capital Management Investments
San Diego,
California
|
$13M
|
+$12.9M
|
+312,876
|
New
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$11.8M
|
+$11.7M
|
+283,526
|
New
|
|
|
24
|
Aveo Capital Partners
Englewood,
Colorado
|
$11.6M
|
+$11.5M
|
+278,247
|
New
|
|
|
25
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$10.7M
|
-$361K
|
-8,737
|
-3%
|
|
