|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$514M
|
+$21.6M
|
+509,232
|
+4%
|
|
|
2
|
Prudential Financial
Newark,
New Jersey
|
$446M
|
+$442M
|
+10,426,654
|
New
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$194M
|
+$74M
|
+1,744,600
|
+62%
|
|
|
4
|
True Link Financial Advisors
San Francisco,
California
|
$146M
|
+$25M
|
+589,376
|
+21%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$135M
|
+$4.97M
|
+117,208
|
+4%
|
|
|
6
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$124M
|
+$7.62M
|
+179,755
|
+7%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$121M
|
+$20.9M
|
+492,106
|
+21%
|
|
|
8
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$118M
|
+$10.9M
|
+256,623
|
+10%
|
|
|
9
|
Hemington Wealth Management
Falls Church,
Virginia
|
$114M
|
+$9M
|
+212,244
|
+9%
|
|
|
10
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$101M
|
+$14.1M
|
+332,760
|
+16%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$99.7M
|
+$6.69M
|
+157,781
|
+7%
|
|
|
12
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$95.2M
|
+$3.42M
|
+80,693
|
+4%
|
|
|
13
|
Root Financial Partners
Encinitas,
California
|
$87.9M
|
+$29.8M
|
+702,772
|
+52%
|
|
|
14
|
WPWealth
Fort Worth,
Texas
|
$83.9M
|
+$3.21M
|
+75,590
|
+4%
|
|
|
15
|
Stratos Investment Management
Beachwood,
Ohio
|
$78.6M
|
+$15.4M
|
+363,609
|
+25%
|
|
|
16
|
Core Wealth Management
Jupiter,
Florida
|
$69.8M
|
+$4.89M
|
+115,243
|
+8%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$66.9M
|
+$5.21M
|
+122,916
|
+9%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$66.6M
|
+$9.91M
|
+233,625
|
+18%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$65.5M
|
+$1.75M
|
+41,305
|
+3%
|
|
|
20
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$60.2M
|
+$1.96M
|
+46,141
|
+3%
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$59M
|
-$51.4K
|
-1,211
|
-0.1%
|
|
|
22
|
Rather & Kittrell
Knoxville,
Tennessee
|
$55.8M
|
+$6.07M
|
+143,113
|
+12%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53M
|
-$3.08M
|
-72,548
|
-6%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$51.1M
|
+$5.51M
|
+130,010
|
+12%
|
|
|
25
|
RW Investment Management
Eagle,
Idaho
|
$49.7M
|
+$3.67M
|
+86,559
|
+8%
|
|
