|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$427M
|
+$13.7M
|
+331,322
|
+3%
|
|
|
2
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$318M
|
+$29.2M
|
+705,436
|
+10%
|
|
|
3
|
Elser Financial Planning
Indianapolis,
Indiana
|
$129M
|
+$129M
|
+3,104,999
|
New
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$115M
|
+$6.31M
|
+152,207
|
+6%
|
|
|
5
|
WPWealth
Fort Worth,
Texas
|
$100M
|
+$6M
|
+144,908
|
+6%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$95.8M
|
+$17.8M
|
+430,005
|
+23%
|
|
|
7
|
Baker Avenue Asset Management
San Francisco,
California
|
$74.9M
|
+$2.66M
|
+64,139
|
+4%
|
|
|
8
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$74.7M
|
+$12M
|
+289,605
|
+19%
|
|
|
9
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$73.9M
|
+$1.47M
|
+35,558
|
+2%
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
$70.2M
|
+$1.3M
|
+31,495
|
+2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$64.8M
|
-$8.3M
|
-200,425
|
-11%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$62M
|
+$12.3M
|
+296,322
|
+25%
|
|
|
13
|
Core Wealth Management
Jupiter,
Florida
|
$56.1M
|
+$5.11M
|
+123,269
|
+10%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$55M
|
-$318K
|
-7,670
|
-0.6%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$53.2M
|
-$695K
|
-16,783
|
-1%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$51.9M
|
+$28.9M
|
+698,338
|
+127%
|
|
|
17
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$44.3M
|
+$2.06M
|
+49,715
|
+5%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$43.1M
|
+$6.46M
|
+155,942
|
+18%
|
|
|
19
|
RW Investment Management
Eagle,
Idaho
|
$41M
|
+$1.27M
|
+30,572
|
+3%
|
|
|
20
|
Savant Capital
Rockford,
Illinois
|
$37.8M
|
-$3.39M
|
-81,915
|
-8%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$36.1M
|
+$868K
|
+20,947
|
+2%
|
|
|
22
|
Pure Financial Advisors
San Diego,
California
|
$34.5M
|
+$928K
|
+22,385
|
+3%
|
|
|
23
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$33.5M
|
+$1.58M
|
+38,226
|
+5%
|
|
|
24
|
Annandale Capital
Dallas,
Texas
|
$33.2M
|
+$1.03M
|
+24,815
|
+3%
|
|
|
25
|
Creative Capital Management Investments
San Diego,
California
|
$32.6M
|
+$3.43M
|
+82,861
|
+12%
|
|
