|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$417M
|
+$25.5M
|
+606,878
|
+7%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$292M
|
+$12.7M
|
+303,687
|
+5%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$110M
|
+$5.18M
|
+123,431
|
+5%
|
|
|
4
|
WPWealth
Fort Worth,
Texas
|
$95.2M
|
+$8.75M
|
+208,524
|
+10%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$78.7M
|
+$21.1M
|
+501,419
|
+36%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$73.8M
|
-$1.64M
|
-39,110
|
-2%
|
|
|
7
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$73.2M
|
+$3.73M
|
+88,760
|
+5%
|
|
|
8
|
Baker Avenue Asset Management
San Francisco,
California
|
$73M
|
+$3.18M
|
+75,833
|
+5%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$69.6M
|
+$1.22M
|
+29,000
|
+2%
|
|
|
10
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$63.3M
|
+$10.5M
|
+249,298
|
+20%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$55.8M
|
+$34.6M
|
+824,865
|
+163%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$54M
|
-$452K
|
-10,757
|
-0.8%
|
|
|
13
|
Core Wealth Management
Jupiter,
Florida
|
$51.4M
|
+$12.1M
|
+287,440
|
+31%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$49.4M
|
+$1.44M
|
+34,200
|
+3%
|
|
|
15
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$42.7M
|
+$2.8M
|
+66,679
|
+7%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$41.6M
|
-$3.76M
|
-89,473
|
-8%
|
|
|
17
|
RW Investment Management
Eagle,
Idaho
|
$40.1M
|
+$2.32M
|
+55,285
|
+6%
|
|
|
18
|
|
$38.5M
|
-$18.7M
|
-444,704
|
-33%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$37M
|
-$14.3M
|
-340,868
|
-28%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$35.6M
|
+$19M
|
+451,718
|
+114%
|
|
|
21
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$35.5M
|
+$13.7M
|
+326,410
|
+63%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$33.9M
|
+$1.2M
|
+28,564
|
+4%
|
|
|
23
|
Annandale Capital
Dallas,
Texas
|
$32.5M
|
+$1.37M
|
+32,674
|
+4%
|
|
|
24
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$32.3M
|
+$1.55M
|
+36,817
|
+5%
|
|
|
25
|
Creative Capital Management Investments
San Diego,
California
|
$29.5M
|
+$2.88M
|
+68,533
|
+11%
|
|
