|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$128M
|
+$13.8M
|
+286,632
|
+12%
|
|
|
2
|
Foster Group
West Des Moines,
Iowa
|
$60.4M
|
+$56M
|
+1,160,025
|
+1,198%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$44.8M
|
+$45M
|
+931,864
|
New
|
|
|
4
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$44.4M
|
+$10.5M
|
+218,243
|
+31%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.5M
|
-$638K
|
-13,214
|
-2%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$35.3M
|
+$363K
|
+7,530
|
+1%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$33.2M
|
+$1.82M
|
+37,790
|
+6%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$30.5M
|
-$6.09M
|
-126,198
|
-17%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.1M
|
+$1.41M
|
+29,122
|
+5%
|
|
|
10
|
Rather & Kittrell
Knoxville,
Tennessee
|
$24.9M
|
+$3.93M
|
+81,364
|
+19%
|
|
|
11
|
Austin Wealth Management
Austin,
Texas
|
$24.6M
|
+$1.21M
|
+25,071
|
+5%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.7M
|
+$18M
|
+372,239
|
+371%
|
|
|
13
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$21.3M
|
+$2.06M
|
+42,666
|
+11%
|
|
|
14
|
RAM Investment Partners
Bellevue,
Washington
|
$15.5M
|
+$283K
|
+5,866
|
+2%
|
|
|
15
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$15M
|
+$1.35M
|
+27,945
|
+10%
|
|
|
16
|
Apella Capital
West Hartford,
Connecticut
|
$13M
|
+$634K
|
+13,125
|
+5%
|
|
|
17
|
Mattern Wealth Management
Lawrence,
Kansas
|
$12.9M
|
+$1.34M
|
+27,679
|
+11%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$12.5M
|
+$863K
|
+17,881
|
+7%
|
|
|
19
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$12.1M
|
+$171K
|
+3,534
|
+1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$972K
|
+20,140
|
+9%
|
|
|
21
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.1M
|
-$32.1K
|
-664
|
-0.3%
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.87M
|
-$179K
|
-3,718
|
-2%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$9.73M
|
+$8.8M
|
+182,389
|
+916%
|
|
|
24
|
Collective Family Office
York,
Pennsylvania
|
$9.12M
|
+$241K
|
+4,985
|
+3%
|
|
|
25
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$9.04M
|
-$42.6K
|
-883
|
-0.5%
|
|
