|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$409M
|
+$11.1M
|
+261,863
|
+3%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$264M
|
+$52.5M
|
+1,243,333
|
+24%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$90.2M
|
+$91.2M
|
+2,160,582
|
+885,484%
|
|
|
4
|
WPWealth
Fort Worth,
Texas
|
$67.9M
|
-$233K
|
-5,513
|
-0.3%
|
|
|
5
|
Pathstone Family Office
Englewood,
New Jersey
|
$61.1M
|
-$860K
|
-20,382
|
-1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.2M
|
+$26.6M
|
+630,527
|
+88%
|
|
|
7
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$49.2M
|
+$1.72M
|
+40,817
|
+4%
|
|
|
8
|
Core Wealth Management
Jupiter,
Florida
|
$46.1M
|
+$2.66M
|
+62,975
|
+6%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$43.7M
|
+$626K
|
+14,837
|
+1%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$41.9M
|
-$2.42M
|
-57,432
|
-5%
|
|
|
11
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$38.9M
|
+$1.46M
|
+34,505
|
+4%
|
|
|
12
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$38.5M
|
+$7.73M
|
+183,195
|
+25%
|
|
|
13
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$37.1M
|
+$12.2M
|
+289,591
|
+48%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.2M
|
+$8.1M
|
+191,895
|
+31%
|
|
|
15
|
|
$33.8M
|
+$29.3M
|
+693,529
|
+594%
|
|
|
16
|
Rational Advisors
Huntington,
New York
|
$30.4M
|
+$5.78M
|
+136,925
|
+23%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
$28.8M
|
+$5.62M
|
+133,106
|
+24%
|
|
|
18
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$27.7M
|
+$1.15M
|
+27,323
|
+4%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.1M
|
+$1.15M
|
+27,246
|
+5%
|
|
|
20
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$22.9M
|
+$3.5M
|
+82,857
|
+18%
|
|
|
21
|
Rise Advisors
Rochester,
New York
|
$22.3M
|
+$2.48M
|
+58,741
|
+12%
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
$21.8M
|
+$663K
|
+15,697
|
+3%
|
|
|
23
|
Forum Financial Management
Lombard,
Illinois
|
$21M
|
-$1.43M
|
-33,959
|
-6%
|
|
|
24
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$20.5M
|
+$531K
|
+12,576
|
+3%
|
|
|
25
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$19.4M
|
+$251K
|
+5,952
|
+1%
|
|
