|
1
|
Forum Financial Management
Lombard,
Illinois
|
371 Mio. $
|
+14,5 Mio. $
|
+267.318
|
+4 %
|
|
|
2
|
MASECO Private Wealth
London,
|
224 Mio. $
|
+14 Mio. $
|
+257.087
|
+7 %
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
136 Mio. $
|
-2,28 Mio. $
|
-41.962
|
-2 %
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
88 Mio. $
|
+4,94 Mio. $
|
+90.718
|
+6 %
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
63,7 Mio. $
|
-770.640 $
|
-14.160
|
-1 %
|
|
|
6
|
WPWealth
Fort Worth,
Texas
|
58,6 Mio. $
|
-6,06 Mio. $
|
-111.346
|
-9 %
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
57,4 Mio. $
|
+3,28 Mio. $
|
+60.240
|
+6 %
|
|
|
8
|
Curio Wealth
Annapolis,
Maryland
|
50,7 Mio. $
|
+5,04 Mio. $
|
+92.615
|
+11 %
|
|
|
9
|
Integrity Advisory Solutions
Dallas,
Texas
|
49,9 Mio. $
|
+7,42 Mio. $
|
+136.415
|
+17 %
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
46,7 Mio. $
|
–
|
–
|
–
|
|
|
11
|
Penobscot Wealth Management
Portland,
Maine
|
45,8 Mio. $
|
-3,42 Mio. $
|
-62.833
|
-7 %
|
|
|
12
|
Beaird Harris Wealth Management
Dallas,
Texas
|
40,5 Mio. $
|
+6,02 Mio. $
|
+110.692
|
+17 %
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
38,8 Mio. $
|
+1,5 Mio. $
|
+27.495
|
+4 %
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
38,6 Mio. $
|
+5,11 Mio. $
|
+93.932
|
+15 %
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
37,3 Mio. $
|
+3,85 Mio. $
|
+70.711
|
+12 %
|
|
|
16
|
Integrity Alliance
Urbandale,
Iowa
|
35,4 Mio. $
|
+1,84 Mio. $
|
+33.865
|
+6 %
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
33,3 Mio. $
|
+1,48 Mio. $
|
+27.232
|
+5 %
|
|
|
18
|
Allworth Financial
Folsom,
California
|
32,5 Mio. $
|
+8,81 Mio. $
|
+161.877
|
+37 %
|
|
|
19
|
MilWealth Group
Milwaukee,
Wisconsin
|
30,3 Mio. $
|
+2,4 Mio. $
|
+44.184
|
+9 %
|
|
|
20
|
Wealth Advisors Northwest
Portland,
Oregon
|
29,3 Mio. $
|
+11,3 Mio. $
|
+207.833
|
+63 %
|
|
|
21
|
Straight Path Wealth Management
Jenison,
Michigan
|
28,2 Mio. $
|
+1,55 Mio. $
|
+28.509
|
+6 %
|
|
|
22
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
27,4 Mio. $
|
+2,31 Mio. $
|
+42.368
|
+9 %
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
26,4 Mio. $
|
+26,3 Mio. $
|
+482.694
|
Neu
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
25,1 Mio. $
|
+1,27 Mio. $
|
+23.253
|
+5 %
|
|
|
25
|
United Wealth Management
Charlottesville,
Virginia
|
24,4 Mio. $
|
+1,33 Mio. $
|
+24.488
|
+6 %
|
|
