|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$453M
|
+$9.07M
|
+212,682
|
+2%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$125M
|
+$5.03M
|
+117,940
|
+4%
|
|
|
3
|
WPWealth
Fort Worth,
Texas
|
$115M
|
+$10.6M
|
+247,575
|
+10%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$105M
|
+$5.22M
|
+122,392
|
+5%
|
|
|
5
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$89.9M
|
+$12M
|
+282,641
|
+16%
|
|
|
6
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$86.5M
|
+$9.52M
|
+223,357
|
+13%
|
|
|
7
|
Baker Avenue Asset Management
San Francisco,
California
|
$80.4M
|
+$2.5M
|
+58,720
|
+3%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$72.4M
|
-$596K
|
-13,983
|
-0.8%
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$70.4M
|
+$6.31M
|
+148,034
|
+10%
|
|
|
10
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$69.6M
|
+$68.7M
|
+1,611,770
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$68.7M
|
+$1.35M
|
+31,582
|
+2%
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$60.4M
|
+$6.3M
|
+147,714
|
+12%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$58.7M
|
+$1.49M
|
+34,951
|
+3%
|
|
|
14
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$57.3M
|
-$270M
|
-6,332,872
|
-83%
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$56.8M
|
+$11.8M
|
+277,880
|
+27%
|
|
|
16
|
Core Wealth Management
Jupiter,
Florida
|
$56.1M
|
–
|
–
|
–
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$56M
|
+$1.16M
|
+27,158
|
+2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$53.5M
|
+$15.7M
|
+367,833
|
+42%
|
|
|
19
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$46.9M
|
+$760K
|
+17,820
|
+2%
|
|
|
20
|
RW Investment Management
Eagle,
Idaho
|
$44.7M
|
+$2.07M
|
+48,562
|
+5%
|
|
|
21
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$44.1M
|
+$12.8M
|
+300,262
|
+42%
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$40.4M
|
+$1.05M
|
+24,626
|
+3%
|
|
|
23
|
Creative Capital Management Investments
San Diego,
California
|
$38.4M
|
+$4.45M
|
+104,288
|
+13%
|
|
|
24
|
Rather & Kittrell
Knoxville,
Tennessee
|
$37.1M
|
+$3.61M
|
+84,649
|
+11%
|
|
|
25
|
Root Financial Partners
Encinitas,
California
|
$36.6M
|
+$7.28M
|
+170,894
|
+25%
|
|
