|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$202M
|
+$27.1M
|
+558,962
|
+15%
|
|
|
2
|
Truepoint Inc
Cincinnati,
Ohio
|
$148M
|
+$5.89M
|
+121,634
|
+4%
|
|
|
3
|
Foster Group
West Des Moines,
Iowa
|
$70M
|
-$269K
|
-5,549
|
-0.4%
|
|
|
4
|
Apella Capital
West Hartford,
Connecticut
|
$63.9M
|
+$30.9M
|
+638,280
|
+94%
|
|
|
5
|
Symmetry Partners
Glastonbury,
Connecticut
|
$63.1M
|
-$457K
|
-9,439
|
-0.7%
|
|
|
6
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$57.5M
|
+$57.9M
|
+1,194,940
|
+14,207%
|
|
|
7
|
Rather & Kittrell
Knoxville,
Tennessee
|
$42.9M
|
+$2.77M
|
+57,219
|
+7%
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$42.2M
|
-$92.2K
|
-1,903
|
-0.2%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$42.2M
|
+$1.46M
|
+30,153
|
+4%
|
|
|
10
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$38.1M
|
-$2.53M
|
-52,157
|
-6%
|
|
|
11
|
Pathstone Holdings
Englewood,
New Jersey
|
$37.8M
|
-$809K
|
-16,685
|
-2%
|
|
|
12
|
MBL Wealth
Charlotte,
North Carolina
|
$35.5M
|
+$1.58M
|
+32,640
|
+5%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$34.4M
|
+$863K
|
+17,815
|
+3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.3M
|
+$2M
|
+41,226
|
+7%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$28.3M
|
-$5.2M
|
-107,206
|
-15%
|
|
|
16
|
Waterford Advisors
Orchard Park,
New York
|
$25.5M
|
+$439K
|
+9,058
|
+2%
|
|
|
17
|
Mattern Wealth Management
Lawrence,
Kansas
|
$25.4M
|
-$40K
|
-826
|
-0.2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$24.9M
|
+$1.93M
|
+39,734
|
+8%
|
|
|
19
|
RAM Investment Partners
Bellevue,
Washington
|
$24.8M
|
+$349K
|
+7,203
|
+1%
|
|
|
20
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$23.1M
|
+$5.86M
|
+120,859
|
+33%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$20.5M
|
+$1.39M
|
+28,660
|
+7%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$20.1M
|
+$2.82M
|
+58,108
|
+16%
|
|
|
23
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$17.2M
|
-$414K
|
-8,545
|
-2%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$15.9M
|
-$437K
|
-9,014
|
-3%
|
|
|
25
|
Austin Wealth Management
Austin,
Texas
|
$15.7M
|
-$9.39M
|
-193,872
|
-37%
|
|
