|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$125M
|
-$4.6M
|
-97,421
|
-4%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$99.2M
|
+$4.18M
|
+88,557
|
+4%
|
|
|
3
|
Foster Group
West Des Moines,
Iowa
|
$71.3M
|
+$18.9M
|
+399,029
|
+36%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$40.9M
|
-$784K
|
-16,592
|
-2%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$39M
|
+$894K
|
+18,918
|
+2%
|
|
|
6
|
Pathstone Holdings
Englewood,
New Jersey
|
$37.6M
|
+$2.12M
|
+44,919
|
+6%
|
|
|
7
|
Rather & Kittrell
Knoxville,
Tennessee
|
$37.1M
|
+$707K
|
+14,971
|
+2%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$37.1M
|
+$1.74M
|
+36,904
|
+5%
|
|
|
9
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$32.9M
|
-$3.47M
|
-73,359
|
-10%
|
|
|
10
|
MBL Wealth
Charlotte,
North Carolina
|
$31.6M
|
-$1.27M
|
-26,798
|
-4%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$29M
|
-$1.52M
|
-32,091
|
-5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.9M
|
+$194K
|
+4,101
|
+0.7%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$27.4M
|
+$1.35M
|
+28,575
|
+5%
|
|
|
14
|
Mattern Wealth Management
Lawrence,
Kansas
|
$26.3M
|
+$11.3M
|
+238,523
|
+76%
|
|
|
15
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$24.2M
|
+$955K
|
+20,204
|
+4%
|
|
|
16
|
AWM Capital
Phoenix,
Arizona
|
$22.4M
|
+$6.08M
|
+128,608
|
+37%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$19M
|
+$4.64M
|
+98,271
|
+33%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.2M
|
-$1.71M
|
-36,288
|
-9%
|
|
|
19
|
Austin Wealth Management
Austin,
Texas
|
$17.9M
|
-$12.5M
|
-264,160
|
-41%
|
|
|
20
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$17.6M
|
+$256K
|
+5,415
|
+1%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$16.5M
|
+$16.1M
|
+339,966
|
+4,541%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$16M
|
-$3.12M
|
-65,998
|
-16%
|
|
|
23
|
RAM Investment Partners
Bellevue,
Washington
|
$15.9M
|
-$4.27M
|
-90,435
|
-21%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
-$434K
|
-9,178
|
-3%
|
|
|
25
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$13.3M
|
-$807K
|
-17,080
|
-6%
|
|
