|
1
|
Truepoint Inc
Cincinnati,
Ohio
|
$137M
|
+$10.6M
|
+221,963
|
+8%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$123M
|
+$22.8M
|
+479,262
|
+23%
|
|
|
3
|
Foster Group
West Des Moines,
Iowa
|
$71.6M
|
-$576K
|
-12,119
|
-0.8%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$41.5M
|
+$99.7K
|
+2,096
|
+0.2%
|
|
|
5
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.1M
|
+$682K
|
+14,342
|
+2%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$39.9M
|
+$6.48M
|
+136,333
|
+20%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$39.2M
|
+$1.72M
|
+36,228
|
+5%
|
|
|
8
|
Pathstone Holdings
Englewood,
New Jersey
|
$39M
|
+$877K
|
+18,446
|
+2%
|
|
|
9
|
Rather & Kittrell
Knoxville,
Tennessee
|
$37M
|
-$527K
|
-11,075
|
-1%
|
|
|
10
|
MBL Wealth
Charlotte,
North Carolina
|
$32.6M
|
+$633K
|
+13,302
|
+2%
|
|
|
11
|
Apella Capital
West Hartford,
Connecticut
|
$31.7M
|
+$2.16M
|
+45,450
|
+7%
|
|
|
12
|
AWM Capital
Phoenix,
Arizona
|
$31.4M
|
+$8.62M
|
+181,214
|
+38%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$29.5M
|
+$1.76M
|
+36,934
|
+6%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.2M
|
+$915K
|
+19,232
|
+3%
|
|
|
15
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$25.7M
|
+$1.29M
|
+27,075
|
+5%
|
|
|
16
|
Mattern Wealth Management
Lawrence,
Kansas
|
$25.4M
|
-$1.17M
|
-24,570
|
-4%
|
|
|
17
|
Austin Wealth Management
Austin,
Texas
|
$21.7M
|
+$3.43M
|
+72,077
|
+19%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$1.12M
|
+23,578
|
+6%
|
|
|
19
|
RAM Investment Partners
Bellevue,
Washington
|
$19.9M
|
+$3.74M
|
+78,741
|
+23%
|
|
|
20
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$18M
|
+$240K
|
+5,048
|
+1%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$17.6M
|
+$932K
|
+19,597
|
+6%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17M
|
-$1.44M
|
-30,342
|
-8%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$1.6M
|
+33,736
|
+11%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$16.1M
|
-$124K
|
-2,616
|
-0.8%
|
|
|
25
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$13.6M
|
+$191K
|
+4,022
|
+1%
|
|
