|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$130M
|
+$1.68M
|
+35,169
|
+1%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$95.2M
|
+$3.5M
|
+73,017
|
+4%
|
|
|
3
|
Foster Group
West Des Moines,
Iowa
|
$52.5M
|
-$1.9M
|
-39,695
|
-3%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$41.8M
|
-$6.11M
|
-127,570
|
-13%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$38.2M
|
-$769K
|
-16,052
|
-2%
|
|
|
6
|
Rather & Kittrell
Knoxville,
Tennessee
|
$36.5M
|
+$3.33M
|
+69,561
|
+10%
|
|
|
7
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$36.5M
|
+$14.3M
|
+299,407
|
+64%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$35.6M
|
+$2.46M
|
+51,281
|
+7%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$35.4M
|
+$6.28M
|
+131,172
|
+21%
|
|
|
10
|
MBL Wealth
Charlotte,
North Carolina
|
$33M
|
-$145K
|
-3,035
|
-0.4%
|
|
|
11
|
Austin Wealth Management
Austin,
Texas
|
$30.2M
|
+$1.96M
|
+40,999
|
+7%
|
|
|
12
|
Apella Capital
West Hartford,
Connecticut
|
$30.2M
|
+$4.35M
|
+90,834
|
+16%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.8M
|
-$2.24M
|
-46,777
|
-7%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$26.2M
|
+$9.54M
|
+199,321
|
+57%
|
|
|
15
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$23.3M
|
+$3.45M
|
+71,979
|
+17%
|
|
|
16
|
RAM Investment Partners
Bellevue,
Washington
|
$20.3M
|
+$1.06M
|
+22,131
|
+5%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20M
|
-$4.07M
|
-84,918
|
-17%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$19.2M
|
-$154K
|
-3,217
|
-0.8%
|
|
|
19
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$17.3M
|
+$17.5M
|
+364,661
|
New
|
|
|
20
|
AWM Capital
Phoenix,
Arizona
|
$16.3M
|
-$2.62M
|
-54,755
|
-14%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
+$1.94M
|
+40,493
|
+15%
|
|
|
22
|
Mattern Wealth Management
Lawrence,
Kansas
|
$15M
|
+$1.07M
|
+22,253
|
+8%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$1.34M
|
+28,017
|
+10%
|
|
|
24
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$14.1M
|
-$554K
|
-11,569
|
-4%
|
|
|
25
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$13M
|
+$855K
|
+17,856
|
+7%
|
|
