|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$129M
|
+$4.28M
|
+88,948
|
+3%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$92.1M
|
+$22.6M
|
+469,893
|
+32%
|
|
|
3
|
Foster Group
West Des Moines,
Iowa
|
$54.7M
|
-$2.39M
|
-49,671
|
-4%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$48.1M
|
+$2.33M
|
+48,339
|
+5%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$39.1M
|
-$1.64M
|
-34,032
|
-4%
|
|
|
6
|
Rather & Kittrell
Knoxville,
Tennessee
|
$33.4M
|
+$3.18M
|
+66,027
|
+10%
|
|
|
7
|
Pathstone Holdings
Englewood,
New Jersey
|
$33.3M
|
-$1.03M
|
-21,311
|
-3%
|
|
|
8
|
MBL Wealth
Charlotte,
North Carolina
|
$33.3M
|
+$57.2K
|
+1,188
|
+0.2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.2M
|
+$1.45M
|
+30,075
|
+5%
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$29.3M
|
+$2.68M
|
+55,789
|
+10%
|
|
|
11
|
Austin Wealth Management
Austin,
Texas
|
$28.7M
|
+$625K
|
+12,995
|
+2%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$26.4M
|
+$3.95M
|
+82,046
|
+17%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.1M
|
+$773K
|
+16,074
|
+3%
|
|
|
14
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$22.4M
|
+$10.3M
|
+214,093
|
+84%
|
|
|
15
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$19.9M
|
+$712K
|
+14,795
|
+4%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$19.4M
|
+$6.08M
|
+126,336
|
+45%
|
|
|
17
|
RAM Investment Partners
Bellevue,
Washington
|
$19.3M
|
+$1.65M
|
+34,212
|
+9%
|
|
|
18
|
AWM Capital
Phoenix,
Arizona
|
$19M
|
-$3.18M
|
-66,000
|
-14%
|
|
|
19
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$17.6M
|
+$17.7M
|
+367,620
|
New
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$16.8M
|
+$5.5M
|
+114,236
|
+48%
|
|
|
21
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$14.8M
|
+$2.72M
|
+56,550
|
+22%
|
|
|
22
|
Mattern Wealth Management
Lawrence,
Kansas
|
$14M
|
+$528K
|
+10,968
|
+4%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
+$3.38M
|
+70,203
|
+34%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$13.1M
|
+$904K
|
+18,781
|
+7%
|
|
|
25
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$12.2M
|
+$575K
|
+11,956
|
+5%
|
|
