|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$176M
|
+$52.7M
|
+1,093,169
|
+43%
|
|
|
2
|
Truepoint Inc
Cincinnati,
Ohio
|
$143M
|
+$5.51M
|
+114,271
|
+4%
|
|
|
3
|
Foster Group
West Des Moines,
Iowa
|
$70.6M
|
-$1.23M
|
-25,508
|
-2%
|
|
|
4
|
Symmetry Partners
Glastonbury,
Connecticut
|
$63.9M
|
+$63.9M
|
+1,326,778
|
New
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$42.5M
|
+$890K
|
+18,481
|
+2%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$40.9M
|
+$1.54M
|
+32,051
|
+4%
|
|
|
7
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.8M
|
+$556K
|
+11,530
|
+1%
|
|
|
8
|
Rather & Kittrell
Knoxville,
Tennessee
|
$40.3M
|
+$3.15M
|
+65,302
|
+8%
|
|
|
9
|
Pathstone Holdings
Englewood,
New Jersey
|
$38.8M
|
-$334K
|
-6,936
|
-0.9%
|
|
|
10
|
MBL Wealth
Charlotte,
North Carolina
|
$34.1M
|
+$1.29M
|
+26,680
|
+4%
|
|
|
11
|
AWM Capital
Phoenix,
Arizona
|
$33.7M
|
+$2.27M
|
+47,131
|
+7%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$33.6M
|
+$3.91M
|
+81,158
|
+13%
|
|
|
13
|
Apella Capital
West Hartford,
Connecticut
|
$32.8M
|
+$1.21M
|
+25,054
|
+4%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.5M
|
+$179K
|
+3,721
|
+0.6%
|
|
|
15
|
Mattern Wealth Management
Lawrence,
Kansas
|
$25.6M
|
+$85.8K
|
+1,780
|
+0.3%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$25.2M
|
+$20.2M
|
+418,722
|
+399%
|
|
|
17
|
Austin Wealth Management
Austin,
Texas
|
$25.2M
|
+$3.41M
|
+70,862
|
+16%
|
|
|
18
|
RAM Investment Partners
Bellevue,
Washington
|
$24.5M
|
+$4.56M
|
+94,581
|
+23%
|
|
|
19
|
Waterford Advisors
Orchard Park,
New York
|
$23.8M
|
+$25.4M
|
+527,277
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$23.1M
|
+$2.68M
|
+55,620
|
+13%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$19.3M
|
+$1.59M
|
+33,027
|
+9%
|
|
|
22
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$17.7M
|
-$404K
|
-8,391
|
-2%
|
|
|
23
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$17.4M
|
+$4.22M
|
+87,639
|
+32%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$17.4M
|
+$935K
|
+19,398
|
+6%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.7M
|
-$411K
|
-8,537
|
-2%
|
|
