|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$86.9M
|
+$85.6M
|
+1,808,346
|
+2,957%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$52.1M
|
-$5.92M
|
-125,184
|
-10%
|
|
|
3
|
First Ascent Asset Management
Denver,
Colorado
|
$43.6M
|
+$2.42M
|
+51,055
|
+6%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$37.8M
|
-$3.59M
|
-75,803
|
-9%
|
|
|
5
|
MBL Wealth
Charlotte,
North Carolina
|
$30.4M
|
+$2.91M
|
+61,443
|
+10%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.6M
|
+$987K
|
+20,868
|
+4%
|
|
|
7
|
Rather & Kittrell
Knoxville,
Tennessee
|
$21M
|
+$554K
|
+11,710
|
+3%
|
|
|
8
|
Austin Wealth Management
Austin,
Texas
|
$20.6M
|
+$20.5M
|
+434,088
|
New
|
|
|
9
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$18.2M
|
+$9.67M
|
+204,464
|
+108%
|
|
|
10
|
RAM Investment Partners
Bellevue,
Washington
|
$12.8M
|
+$57.9K
|
+1,224
|
+0.4%
|
|
|
11
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$12.6M
|
-$93.7K
|
-1,980
|
-0.7%
|
|
|
12
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$12.1M
|
+$901K
|
+19,052
|
+8%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$11.5M
|
-$1.19M
|
-25,147
|
-9%
|
|
|
14
|
Mills Wealth Advisors
Southlake,
Texas
|
$11M
|
+$7.66M
|
+161,966
|
+217%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$10.8M
|
+$437K
|
+9,238
|
+4%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.8M
|
-$55.1K
|
-1,164
|
-0.5%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.5M
|
-$3.08K
|
-65
|
-0%
|
|
|
18
|
Collective Family Office
York,
Pennsylvania
|
$10.1M
|
-$732K
|
-15,463
|
-7%
|
|
|
19
|
Mattern Wealth Management
Lawrence,
Kansas
|
$9.82M
|
+$1.1M
|
+23,293
|
+12%
|
|
|
20
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$9.64M
|
+$9.35M
|
+197,665
|
+3,379%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$9.55M
|
+$1.01M
|
+21,414
|
+12%
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$8.67M
|
+$142K
|
+3,003
|
+2%
|
|
|
23
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$8.56M
|
+$4.51M
|
+95,298
|
+107%
|
|
|
24
|
Maryland Capital Advisors
Chester,
Maryland
|
$8.55M
|
-$66.5K
|
-1,405
|
-0.8%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$8.16M
|
+$8.3M
|
+175,501
|
New
|
|
