|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$534M
|
+$22.4M
|
+521,755
|
+4%
|
|
|
2
|
Prudential Financial
Newark,
New Jersey
|
$402M
|
-$41.5M
|
-969,489
|
-9%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$193M
|
–
|
–
|
–
|
|
|
4
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$187M
|
+$188M
|
+4,387,901
|
New
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$184M
|
+$64.3M
|
+1,500,709
|
+53%
|
|
|
6
|
True Link Financial Advisors
San Francisco,
California
|
$158M
|
+$12.3M
|
+287,716
|
+8%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$146M
|
+$118M
|
+2,753,953
|
+402%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$137M
|
+$14.4M
|
+337,311
|
+12%
|
|
|
9
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$137M
|
+$2.96M
|
+69,004
|
+2%
|
|
|
10
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$133M
|
+$15.2M
|
+355,281
|
+13%
|
|
|
11
|
Acropolis Investment Management
St. Louis,
Missouri
|
$123M
|
+$115M
|
+2,683,370
|
+1,343%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
$115M
|
+$27.7M
|
+645,768
|
+31%
|
|
|
13
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$112M
|
+$11.5M
|
+268,092
|
+11%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$111M
|
+$12.8M
|
+298,264
|
+13%
|
|
|
15
|
Vise Technologies
New York
|
$105M
|
+$77.2M
|
+1,803,080
|
+275%
|
|
|
16
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$104M
|
+$8.52M
|
+198,940
|
+9%
|
|
|
17
|
WPWealth
Fort Worth,
Texas
|
$84.6M
|
+$1.03M
|
+23,989
|
+1%
|
|
|
18
|
Stratos Investment Management
Beachwood,
Ohio
|
$81.6M
|
+$3.38M
|
+78,956
|
+4%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$80M
|
+$13.8M
|
+321,643
|
+21%
|
|
|
20
|
Core Wealth Management
Jupiter,
Florida
|
$72.9M
|
+$3.51M
|
+81,838
|
+5%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$71.9M
|
+$5.38M
|
+125,625
|
+8%
|
|
|
22
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$63.1M
|
+$3.22M
|
+75,270
|
+5%
|
|
|
23
|
Rather & Kittrell
Knoxville,
Tennessee
|
$62.7M
|
+$7.19M
|
+167,942
|
+13%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$59.2M
|
+$531K
|
+12,401
|
+0.9%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.6M
|
+$885K
|
+20,668
|
+2%
|
|
