|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$400M
|
+$4.46M
|
+108,057
|
+1%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$259M
|
+$4.19M
|
+101,583
|
+2%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$92.5M
|
+$5.36M
|
+130,073
|
+6%
|
|
|
4
|
WPWealth
Fort Worth,
Texas
|
$73M
|
+$7.47M
|
+181,229
|
+11%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$63.2M
|
+$9.01M
|
+218,443
|
+16%
|
|
|
6
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$49.1M
|
+$1.53M
|
+37,070
|
+3%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$48.4M
|
+$12.8M
|
+309,442
|
+35%
|
|
|
8
|
Core Wealth Management
Jupiter,
Florida
|
$46.2M
|
+$1.68M
|
+40,798
|
+4%
|
|
|
9
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$45.7M
|
+$9.04M
|
+219,250
|
+24%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$45M
|
+$4.54M
|
+110,201
|
+11%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$45M
|
+$2.7M
|
+65,456
|
+6%
|
|
|
12
|
Pathstone Family Office
Englewood,
New Jersey
|
$39.5M
|
-$6.04M
|
-146,384
|
-10%
|
|
|
13
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$35M
|
+$34.2M
|
+828,465
|
+4,234%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.4M
|
+$288K
|
+6,996
|
+0.9%
|
|
|
15
|
RW Investment Management
Eagle,
Idaho
|
$33.2M
|
+$5.45M
|
+132,103
|
+19%
|
|
|
16
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$32.1M
|
-$5.65M
|
-137,076
|
-15%
|
|
|
17
|
Savant Capital
Rockford,
Illinois
|
$31M
|
+$22.3M
|
+539,929
|
+236%
|
|
|
18
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$29.5M
|
+$2.71M
|
+65,711
|
+10%
|
|
|
19
|
Rational Advisors
Huntington,
New York
|
$28.2M
|
-$1.26M
|
-30,593
|
-4%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.1M
|
+$901K
|
+21,846
|
+3%
|
|
|
21
|
Rise Advisors
Rochester,
New York
|
$24.3M
|
+$2.76M
|
+66,981
|
+13%
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
$23.6M
|
+$2.59M
|
+62,905
|
+12%
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$22.1M
|
+$6.64M
|
+160,963
|
+42%
|
|
|
24
|
Creative Capital Management Investments
San Diego,
California
|
$21.6M
|
+$4.84M
|
+117,347
|
+28%
|
|
|
25
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$21.4M
|
+$9.49M
|
+230,200
|
+77%
|
|
