|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$552M
|
+$22.1M
|
+518,917
|
+4%
|
|
|
2
|
Prudential Financial
Newark,
New Jersey
|
$457M
|
+$58.4M
|
+1,367,548
|
+14%
|
|
|
3
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$193M
|
+$7.83M
|
+183,436
|
+4%
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$192M
|
–
|
–
|
–
|
|
|
5
|
Apella Capital
West Hartford,
Connecticut
|
$188M
|
+$77M
|
+1,804,092
|
+69%
|
|
|
6
|
True Link Financial Advisors
San Francisco,
California
|
$180M
|
+$24.1M
|
+563,687
|
+15%
|
|
|
7
|
Elser Financial Planning
Indianapolis,
Indiana
|
$178M
|
+$178M
|
+4,169,556
|
+13,685%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$157M
|
+$11.8M
|
+275,920
|
+8%
|
|
|
9
|
Savant Capital
Rockford,
Illinois
|
$149M
|
-$34.2M
|
-800,538
|
-18%
|
|
|
10
|
Acropolis Investment Management
St. Louis,
Missouri
|
$147M
|
+$25.1M
|
+588,512
|
+20%
|
|
|
11
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$147M
|
+$15.2M
|
+357,219
|
+11%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$141M
|
+$4.62M
|
+108,282
|
+3%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$138M
|
+$58.8M
|
+1,378,118
|
+73%
|
|
|
14
|
Root Financial Partners
Encinitas,
California
|
$137M
|
+$23.3M
|
+547,048
|
+20%
|
|
|
15
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$136M
|
+$257K
|
+6,030
|
+0.2%
|
|
|
16
|
F/M Investments
Washington,
District of Columbia
|
$128M
|
+$130M
|
+3,036,000
|
New
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$107M
|
-$4.78M
|
-111,989
|
-4%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$106M
|
+$3.34M
|
+78,229
|
+3%
|
|
|
19
|
Vise Technologies
New York
|
$105M
|
–
|
–
|
–
|
|
|
20
|
Stratos Investment Management
Beachwood,
Ohio
|
$84.4M
|
+$3.46M
|
+80,985
|
+4%
|
|
|
21
|
WPWealth
Fort Worth,
Texas
|
$84.3M
|
+$443K
|
+10,387
|
+0.5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$75.9M
|
+$22.9M
|
+537,666
|
+43%
|
|
|
23
|
Core Wealth Management
Jupiter,
Florida
|
$74.8M
|
+$2.45M
|
+57,400
|
+3%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$74.5M
|
+$3.21M
|
+75,328
|
+4%
|
|
|
25
|
Rather & Kittrell
Knoxville,
Tennessee
|
$67.3M
|
+$5.12M
|
+119,915
|
+8%
|
|
