|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$245M
|
+$40.9M
|
+847,779
|
+20%
|
|
|
2
|
Truepoint Inc
Cincinnati,
Ohio
|
$155M
|
+$5.59M
|
+116,005
|
+4%
|
|
|
3
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$79.6M
|
+$21.4M
|
+443,437
|
+37%
|
|
|
4
|
Apella Capital
West Hartford,
Connecticut
|
$76.8M
|
+$13.1M
|
+270,730
|
+21%
|
|
|
5
|
Foster Group
West Des Moines,
Iowa
|
$71.7M
|
+$1.12M
|
+23,179
|
+2%
|
|
|
6
|
Symmetry Partners
Glastonbury,
Connecticut
|
$62.1M
|
-$1.53M
|
-31,726
|
-2%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$51M
|
+$8.4M
|
+174,263
|
+20%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
$45.4M
|
+$2.17M
|
+44,948
|
+5%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$43.3M
|
+$778K
|
+16,137
|
+2%
|
|
|
10
|
Pathstone Holdings
Englewood,
New Jersey
|
$39.1M
|
+$991K
|
+20,548
|
+3%
|
|
|
11
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$38.5M
|
+$32.8K
|
+681
|
+0.1%
|
|
|
12
|
MBL Wealth
Charlotte,
North Carolina
|
$37.5M
|
+$1.77M
|
+36,766
|
+5%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$35M
|
+$318K
|
+6,595
|
+0.9%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.5M
|
+$899K
|
+18,635
|
+3%
|
|
|
15
|
Waterford Advisors
Orchard Park,
New York
|
$28.8M
|
+$434K
|
+9,004
|
+2%
|
|
|
16
|
RAM Investment Partners
Bellevue,
Washington
|
$28.2M
|
+$3.24M
|
+67,163
|
+13%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$28M
|
+$2.9M
|
+60,193
|
+12%
|
|
|
18
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$26.9M
|
+$3.56M
|
+73,862
|
+15%
|
|
|
19
|
Mattern Wealth Management
Lawrence,
Kansas
|
$26.5M
|
+$898K
|
+18,629
|
+4%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$23.3M
|
+$3.02M
|
+62,664
|
+15%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$20.9M
|
+$186K
|
+3,860
|
+0.9%
|
|
|
22
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$20.7M
|
+$3.4M
|
+70,524
|
+20%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.9M
|
+$9.02M
|
+186,963
|
+91%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$18.2M
|
+$3.15M
|
+65,272
|
+21%
|
|
|
25
|
Austin Wealth Management
Austin,
Texas
|
$17.5M
|
+$1.81M
|
+37,584
|
+11%
|
|
