|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$127M
|
+$974K
|
+20,203
|
+0.8%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$70.8M
|
+$70.4M
|
+1,459,020
|
New
|
|
|
3
|
Foster Group
West Des Moines,
Iowa
|
$57.9M
|
-$1.24M
|
-25,762
|
-2%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$46.5M
|
+$3.55M
|
+73,626
|
+8%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$41.4M
|
+$268K
|
+5,553
|
+0.7%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$34.9M
|
-$460K
|
-9,539
|
-1%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$33.8M
|
-$131K
|
-2,715
|
-0.4%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
$30.7M
|
+$2.5M
|
+51,929
|
+9%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.2M
|
+$868
|
+18
|
+0%
|
|
|
10
|
Austin Wealth Management
Austin,
Texas
|
$28.6M
|
+$1.17M
|
+24,192
|
+4%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$27.1M
|
-$1.67M
|
-34,686
|
-6%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.7M
|
+$605K
|
+12,541
|
+3%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$22.9M
|
+$1.95M
|
+40,446
|
+9%
|
|
|
14
|
AWM Capital
Phoenix,
Arizona
|
$22.5M
|
+$22.4M
|
+464,444
|
New
|
|
|
15
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$19.5M
|
+$2.22M
|
+46,136
|
+13%
|
|
|
16
|
RAM Investment Partners
Bellevue,
Washington
|
$18M
|
+$1.13M
|
+23,487
|
+7%
|
|
|
17
|
Mattern Wealth Management
Lawrence,
Kansas
|
$13.7M
|
+$685K
|
+14,196
|
+5%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$13.6M
|
-$567K
|
-11,757
|
-4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$248K
|
+5,150
|
+2%
|
|
|
20
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$12.3M
|
+$12.3M
|
+254,254
|
New
|
|
|
21
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$12.2M
|
+$12.2M
|
+252,305
|
New
|
|
|
22
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$11.8M
|
-$21.6K
|
-448
|
-0.2%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$11.5M
|
+$744K
|
+15,430
|
+7%
|
|
|
24
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$10.7M
|
-$12.5M
|
-260,015
|
-54%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$9.99M
|
+$3.09M
|
+64,114
|
+45%
|
|
