|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$487M
|
+$8.74M
|
+209,514
|
+2%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$128M
|
+$1.55M
|
+37,195
|
+1%
|
|
|
3
|
Sequoia Financial Advisors
Akron,
Ohio
|
$122M
|
+$31.9M
|
+765,145
|
+36%
|
|
|
4
|
True Link Financial Advisors
San Francisco,
California
|
$119M
|
+$118M
|
+2,823,753
|
New
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$118M
|
–
|
–
|
–
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$115M
|
+$1.08M
|
+25,898
|
+1%
|
|
|
7
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$106M
|
+$3.06M
|
+73,413
|
+3%
|
|
|
8
|
Hemington Wealth Management
Falls Church,
Virginia
|
$104M
|
+$3.32M
|
+79,515
|
+3%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$98.8M
|
+$19.2M
|
+460,615
|
+25%
|
|
|
10
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$91.4M
|
-$1.34M
|
-32,103
|
-1%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$90.3M
|
+$4.5M
|
+107,829
|
+5%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$86.1M
|
+$5.17M
|
+124,059
|
+6%
|
|
|
13
|
WPWealth
Fort Worth,
Texas
|
$79.8M
|
-$39M
|
-934,113
|
-33%
|
|
|
14
|
Core Wealth Management
Jupiter,
Florida
|
$64.1M
|
+$3.97M
|
+95,254
|
+7%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$63M
|
+$888K
|
+21,293
|
+1%
|
|
|
16
|
Stratos Investment Management
Beachwood,
Ohio
|
$62.3M
|
+$5.37M
|
+128,745
|
+10%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$60.9M
|
-$2.07M
|
-49,587
|
-3%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$58.3M
|
-$4.21M
|
-101,019
|
-7%
|
|
|
19
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$57.5M
|
+$1.18M
|
+28,183
|
+2%
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
$57.1M
|
+$4.96M
|
+118,907
|
+10%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$56M
|
-$498K
|
-11,932
|
-0.9%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$55.4M
|
-$5.93M
|
-142,164
|
-10%
|
|
|
23
|
Rather & Kittrell
Knoxville,
Tennessee
|
$49.1M
|
+$3.59M
|
+86,007
|
+8%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$46.2M
|
+$154K
|
+3,686
|
+0.3%
|
|
|
25
|
RW Investment Management
Eagle,
Idaho
|
$45.4M
|
-$169K
|
-4,060
|
-0.4%
|
|
