|
1
|
Forum Financial Management
Lombard,
Illinois
|
353 Mio. $
|
+15,2 Mio. $
|
+279.412
|
+4 %
|
|
|
2
|
MASECO Private Wealth
London,
|
208 Mio. $
|
+25,1 Mio. $
|
+462.160
|
+14 %
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
137 Mio. $
|
+3,82 Mio. $
|
+70.283
|
+3 %
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
82,4 Mio. $
|
+7,48 Mio. $
|
+137.520
|
+10 %
|
|
|
5
|
WPWealth
Fort Worth,
Texas
|
64,1 Mio. $
|
+3,24 Mio. $
|
+59.631
|
+5 %
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
63,9 Mio. $
|
+474.064 $
|
+8.712
|
+0,7 %
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
53,6 Mio. $
|
+4,03 Mio. $
|
+74.122
|
+8 %
|
|
|
8
|
Penobscot Wealth Management
Portland,
Maine
|
48,8 Mio. $
|
+2,48 Mio. $
|
+45.651
|
+5 %
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
46,3 Mio. $
|
+873.471 $
|
+16.052
|
+2 %
|
|
|
10
|
Curio Wealth
Annapolis,
Maryland
|
45,2 Mio. $
|
+4,11 Mio. $
|
+75.566
|
+10 %
|
|
|
11
|
Integrity Advisory Solutions
Dallas,
Texas
|
42,1 Mio. $
|
+4,57 Mio. $
|
+84.005
|
+12 %
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
37 Mio. $
|
+1,98 Mio. $
|
+36.417
|
+6 %
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
34,2 Mio. $
|
+11,1 Mio. $
|
+204.745
|
+48 %
|
|
|
14
|
Integrity Alliance
Urbandale,
Iowa
|
33,2 Mio. $
|
+2,69 Mio. $
|
+49.362
|
+9 %
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
33,2 Mio. $
|
-1,05 Mio. $
|
-19.222
|
-3 %
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
33,2 Mio. $
|
+588.935 $
|
+10.823
|
+2 %
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
31,5 Mio. $
|
+1,03 Mio. $
|
+18.891
|
+3 %
|
|
|
18
|
MilWealth Group
Milwaukee,
Wisconsin
|
27,7 Mio. $
|
+794.025 $
|
+14.592
|
+3 %
|
|
|
19
|
Straight Path Wealth Management
Jenison,
Michigan
|
26,4 Mio. $
|
+2,9 Mio. $
|
+53.257
|
+12 %
|
|
|
20
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
24,9 Mio. $
|
+1,3 Mio. $
|
+23.805
|
+5 %
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
23,7 Mio. $
|
+1,06 Mio. $
|
+19.440
|
+5 %
|
|
|
22
|
Allworth Financial
Folsom,
California
|
23,5 Mio. $
|
+12,2 Mio. $
|
+224.679
|
+107 %
|
|
|
23
|
United Wealth Management
Charlottesville,
Virginia
|
22,9 Mio. $
|
+2,94 Mio. $
|
+54.051
|
+15 %
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
21,4 Mio. $
|
+1,26 Mio. $
|
+23.126
|
+6 %
|
|
|
25
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
18,7 Mio. $
|
+4,07 Mio. $
|
+74.881
|
+28 %
|
|
