|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$406M
|
+$10.1M
|
+238,432
|
+3%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$216M
|
+$215M
|
+5,075,101
|
New
|
|
|
3
|
WPWealth
Fort Worth,
Texas
|
$69.4M
|
+$1.69M
|
+39,858
|
+3%
|
|
|
4
|
Pathstone Family Office
Englewood,
New Jersey
|
$63.1M
|
+$62.1M
|
+1,468,607
|
+8,854%
|
|
|
5
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$48.4M
|
+$1.08M
|
+25,560
|
+2%
|
|
|
6
|
EP Wealth Advisors
Torrance,
California
|
$48.2M
|
+$45.8M
|
+1,083,013
|
New
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$45.1M
|
+$2.17M
|
+51,222
|
+5%
|
|
|
8
|
Core Wealth Management
Jupiter,
Florida
|
$44.2M
|
+$659K
|
+15,594
|
+2%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$43.9M
|
+$43.7M
|
+1,033,296
|
New
|
|
|
10
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$38.1M
|
+$6.19M
|
+146,496
|
+20%
|
|
|
11
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$31.3M
|
+$7.79M
|
+184,125
|
+33%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.5M
|
+$16.6M
|
+392,497
|
+121%
|
|
|
13
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$27.1M
|
+$1M
|
+23,667
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.7M
|
+$26.6M
|
+628,253
|
New
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$25.5M
|
+$25.4M
|
+600,004
|
New
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$25.4M
|
+$24.3M
|
+573,920
|
+2,464%
|
|
|
17
|
Rational Advisors
Huntington,
New York
|
$25.2M
|
+$25M
|
+592,328
|
New
|
|
|
18
|
RW Investment Management
Eagle,
Idaho
|
$23.7M
|
+$5.7M
|
+134,918
|
+32%
|
|
|
19
|
Forum Financial Management
Lombard,
Illinois
|
$22.8M
|
+$107K
|
+2,529
|
+0.5%
|
|
|
20
|
Arax Advisory Partners
Denver,
Colorado
|
$21.5M
|
+$859K
|
+20,322
|
+4%
|
|
|
21
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$20.4M
|
+$299K
|
+7,083
|
+2%
|
|
|
22
|
Rise Advisors
Rochester,
New York
|
$20.3M
|
+$2.23M
|
+52,637
|
+12%
|
|
|
23
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$19.8M
|
+$2.22M
|
+52,406
|
+13%
|
|
|
24
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$19.5M
|
+$398K
|
+9,417
|
+2%
|
|
|
25
|
Creative Capital Management Investments
San Diego,
California
|
$16.5M
|
+$3.21M
|
+75,863
|
+24%
|
|
