|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$124M
|
-$3.45M
|
-72,268
|
-3%
|
|
|
2
|
Foster Group
West Des Moines,
Iowa
|
$58.3M
|
-$1.79M
|
-37,384
|
-3%
|
|
|
3
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$57.1M
|
+$13M
|
+272,408
|
+29%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$42.3M
|
-$2.26M
|
-47,259
|
-5%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.5M
|
+$306K
|
+6,410
|
+0.8%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$34.8M
|
-$304K
|
-6,372
|
-0.9%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$33.4M
|
+$417K
|
+8,735
|
+1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.7M
|
+$833K
|
+17,439
|
+3%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$28.3M
|
-$1.97M
|
-41,226
|
-7%
|
|
|
10
|
Rather & Kittrell
Knoxville,
Tennessee
|
$27.7M
|
+$3.02M
|
+63,216
|
+12%
|
|
|
11
|
Austin Wealth Management
Austin,
Texas
|
$27.1M
|
+$2.32M
|
+48,462
|
+9%
|
|
|
12
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$22.9M
|
+$1.84M
|
+38,556
|
+9%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.8M
|
+$186K
|
+3,887
|
+0.8%
|
|
|
14
|
Apella Capital
West Hartford,
Connecticut
|
$20.6M
|
+$7.55M
|
+158,030
|
+58%
|
|
|
15
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$17M
|
+$2.11M
|
+44,079
|
+14%
|
|
|
16
|
RAM Investment Partners
Bellevue,
Washington
|
$16.6M
|
+$1.18M
|
+24,698
|
+8%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$14M
|
+$1.53M
|
+32,093
|
+12%
|
|
|
18
|
Mattern Wealth Management
Lawrence,
Kansas
|
$12.8M
|
-$50.8K
|
-1,064
|
-0.4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$307K
|
+6,423
|
+3%
|
|
|
20
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$11.6M
|
-$345K
|
-7,212
|
-3%
|
|
|
21
|
Confluence Investment Management
St. Louis,
Missouri
|
$11M
|
-$32.1K
|
-672
|
-0.3%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$10.6M
|
+$893K
|
+18,693
|
+9%
|
|
|
23
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$8.99M
|
-$27.5K
|
-576
|
-0.3%
|
|
|
24
|
Maryland Capital Advisors
Chester,
Maryland
|
$8.79M
|
+$274K
|
+5,725
|
+3%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.78M
|
-$1.02M
|
-21,354
|
-10%
|
|
