|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$115M
|
+$24M
|
+507,077
|
+27%
|
|
|
2
|
First Ascent Asset Management
Denver,
Colorado
|
$43.7M
|
-$1.76M
|
-37,316
|
-4%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$41.4M
|
-$12.6M
|
-265,873
|
-24%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$36.9M
|
-$2.54M
|
-53,788
|
-7%
|
|
|
5
|
Pathstone Holdings
Englewood,
New Jersey
|
$35.3M
|
+$34.3M
|
+726,910
|
New
|
|
|
6
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$34.2M
|
+$32.3M
|
+683,991
|
+3,173%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$31.6M
|
-$89.5K
|
-1,895
|
-0.3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.9M
|
+$2.21M
|
+46,826
|
+9%
|
|
|
9
|
Austin Wealth Management
Austin,
Texas
|
$23.7M
|
+$2.67M
|
+56,616
|
+13%
|
|
|
10
|
Rather & Kittrell
Knoxville,
Tennessee
|
$21.1M
|
-$728K
|
-15,418
|
-3%
|
|
|
11
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$19.4M
|
+$305K
|
+6,462
|
+2%
|
|
|
12
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$16.4M
|
+$7.23M
|
+152,952
|
+83%
|
|
|
13
|
RAM Investment Partners
Bellevue,
Washington
|
$15.3M
|
+$1.88M
|
+39,713
|
+14%
|
|
|
14
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$13.8M
|
+$1.15M
|
+24,372
|
+9%
|
|
|
15
|
Apella Capital
West Hartford,
Connecticut
|
$12.6M
|
+$3.42M
|
+72,503
|
+39%
|
|
|
16
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$12M
|
-$1.17M
|
-24,865
|
-9%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$11.8M
|
+$417K
|
+8,836
|
+4%
|
|
|
18
|
Mattern Wealth Management
Lawrence,
Kansas
|
$11.7M
|
+$1.42M
|
+29,997
|
+14%
|
|
|
19
|
Mills Wealth Advisors
Southlake,
Texas
|
$11.4M
|
-$38.7K
|
-820
|
-0.3%
|
|
|
20
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.2M
|
-$106K
|
-2,237
|
-1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$10.8M
|
+$818K
|
+17,318
|
+8%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.1M
|
-$824K
|
-17,447
|
-8%
|
|
|
23
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$9.17M
|
+$829K
|
+17,545
|
+10%
|
|
|
24
|
Collective Family Office
York,
Pennsylvania
|
$8.95M
|
-$1.55M
|
-32,799
|
-15%
|
|
|
25
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$8.66M
|
+$1.47M
|
+31,155
|
+21%
|
|
