|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$475M
|
+$7.64M
|
+183,343
|
+2%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$126M
|
+$1.41M
|
+33,794
|
+1%
|
|
|
3
|
WPWealth
Fort Worth,
Texas
|
$119M
|
+$1.94M
|
+46,531
|
+2%
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$118M
|
+$49.3M
|
+1,182,000
|
+73%
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$113M
|
+$2.19M
|
+52,603
|
+2%
|
|
|
6
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$102M
|
-$2.19M
|
-52,598
|
-2%
|
|
|
7
|
Hemington Wealth Management
Falls Church,
Virginia
|
$99.8M
|
+$65.4M
|
+1,569,666
|
+196%
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$92.4M
|
+$430K
|
+10,313
|
+0.5%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$88.9M
|
+$29.5M
|
+707,769
|
+50%
|
|
|
10
|
Apella Capital
West Hartford,
Connecticut
|
$85M
|
+$5.46M
|
+130,990
|
+7%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$80.5M
|
+$10.2M
|
+244,535
|
+15%
|
|
|
12
|
Savant Capital
Rockford,
Illinois
|
$79M
|
+$22.5M
|
+540,977
|
+40%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$62.7M
|
+$2.91M
|
+69,724
|
+5%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$62.3M
|
-$230K
|
-5,526
|
-0.4%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$61.8M
|
+$997K
|
+23,919
|
+2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$61.2M
|
-$11.6M
|
-278,526
|
-16%
|
|
|
17
|
Core Wealth Management
Jupiter,
Florida
|
$59.8M
|
+$8.88M
|
+213,144
|
+18%
|
|
|
18
|
Stratos Investment Management
Beachwood,
Ohio
|
$56.6M
|
+$5.05M
|
+121,225
|
+10%
|
|
|
19
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$56.1M
|
+$8.66M
|
+207,736
|
+18%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$55.6M
|
-$2.14M
|
-51,244
|
-4%
|
|
|
21
|
Root Financial Partners
Encinitas,
California
|
$51.9M
|
+$7.24M
|
+173,782
|
+16%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$51.1M
|
+$1.06M
|
+25,341
|
+2%
|
|
|
23
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$46.6M
|
-$2.77M
|
-66,472
|
-6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$45.9M
|
-$6.96M
|
-167,061
|
-13%
|
|
|
25
|
RW Investment Management
Eagle,
Idaho
|
$45.4M
|
+$1.43M
|
+34,304
|
+3%
|
|
