|
1
|
Essential Planning
Portsmouth,
New Hampshire
|
$487M
|
+$478M
|
+11,364,629
|
+5,902%
|
|
|
2
|
Truepoint Inc
Cincinnati,
Ohio
|
$459M
|
+$26.8M
|
+636,569
|
+6%
|
|
|
3
|
Elser Financial Planning
Indianapolis,
Indiana
|
$143M
|
+$145M
|
+3,440,583
|
+11,558%
|
|
|
4
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$122M
|
+$2.95M
|
+70,031
|
+2%
|
|
|
5
|
WPWealth
Fort Worth,
Texas
|
$115M
|
+$4.75M
|
+112,736
|
+4%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$109M
|
+$8.63M
|
+204,892
|
+8%
|
|
|
7
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$102M
|
+$16.9M
|
+400,843
|
+19%
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$90.2M
|
+$7.69M
|
+182,606
|
+9%
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$80.2M
|
+$3.43M
|
+81,500
|
+4%
|
|
|
10
|
Apella Capital
West Hartford,
Connecticut
|
$78.8M
|
+$11.8M
|
+281,119
|
+17%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$71.5M
|
+$5.99M
|
+142,204
|
+9%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$68.9M
|
+$27.3M
|
+647,676
|
+63%
|
|
|
13
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$66.5M
|
–
|
–
|
–
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$61.4M
|
-$8.01M
|
-190,346
|
-11%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$59.7M
|
+$2.03M
|
+48,232
|
+3%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$58.6M
|
+$2.62M
|
+62,343
|
+5%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$58M
|
+$3.81M
|
+90,592
|
+7%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$57.3M
|
+$3.79M
|
+90,120
|
+7%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$55.1M
|
+$16.9M
|
+401,882
|
+43%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$51.9M
|
+$828K
|
+19,657
|
+2%
|
|
|
21
|
Stratos Investment Management
Beachwood,
Ohio
|
$50.6M
|
+$16.2M
|
+384,210
|
+46%
|
|
|
22
|
Core Wealth Management
Jupiter,
Florida
|
$49.9M
|
-$5.94M
|
-141,131
|
-10%
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
$49.1M
|
+$45.7M
|
+1,085,179
|
+1,036%
|
|
|
24
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$48.4M
|
-$6.41M
|
-152,202
|
-11%
|
|
|
25
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$46.5M
|
+$1.7M
|
+40,442
|
+4%
|
|
