|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$396M
|
-$23.9M
|
-583,413
|
-6%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$282M
|
+$9.39M
|
+229,639
|
+4%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$106M
|
+$8.66M
|
+211,655
|
+9%
|
|
|
4
|
WPWealth
Fort Worth,
Texas
|
$87.4M
|
+$10.4M
|
+253,055
|
+14%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$76.3M
|
+$9.5M
|
+232,300
|
+15%
|
|
|
6
|
Baker Avenue Asset Management
San Francisco,
California
|
$70.5M
|
+$68M
|
+1,663,195
|
New
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$70.2M
|
+$67.7M
|
+1,655,218
|
New
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$69.1M
|
+$66.7M
|
+1,630,542
|
New
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$58.3M
|
+$52.5M
|
+1,284,475
|
+1,414%
|
|
|
10
|
|
$57.8M
|
+$37.3M
|
+913,098
|
+203%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$55M
|
+$7.49M
|
+183,103
|
+16%
|
|
|
12
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$53.2M
|
+$4.78M
|
+116,917
|
+10%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$51.8M
|
+$4.45M
|
+108,773
|
+10%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$48.4M
|
+$24.7M
|
+603,454
|
+110%
|
|
|
15
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$46.2M
|
-$4.23M
|
-103,447
|
-8%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$45.8M
|
+$12.8M
|
+312,671
|
+41%
|
|
|
17
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$40.3M
|
+$6.41M
|
+156,824
|
+20%
|
|
|
18
|
Core Wealth Management
Jupiter,
Florida
|
$39.8M
|
-$8.43M
|
-206,060
|
-18%
|
|
|
19
|
Rational Advisors
Huntington,
New York
|
$38.5M
|
+$8.59M
|
+210,109
|
+30%
|
|
|
20
|
RW Investment Management
Eagle,
Idaho
|
$38.2M
|
+$3.2M
|
+78,217
|
+10%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$33M
|
+$15.1M
|
+370,028
|
+91%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.5M
|
-$2.45M
|
-59,807
|
-7%
|
|
|
23
|
Annandale Capital
Dallas,
Texas
|
$31.4M
|
+$30.3M
|
+741,457
|
New
|
|
|
24
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$31M
|
+$62.1K
|
+1,518
|
+0.2%
|
|
|
25
|
Grunden Financial Advisory
Denton,
Texas
|
$28.6M
|
+$27.6M
|
+674,882
|
New
|
|
