|
1
|
Forum Financial Management
Lombard,
Illinois
|
$3.71億
|
+$1455万
|
+267,318
|
+4%
|
|
|
2
|
MASECO Private Wealth
London,
|
$2.24億
|
+$1399万
|
+257,087
|
+7%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.36億
|
-$228万
|
-41,962
|
-2%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
$8804万
|
+$494万
|
+90,718
|
+6%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6373万
|
-$77.1万
|
-14,160
|
-1%
|
|
|
6
|
WPWealth
Fort Worth,
Texas
|
$5863万
|
-$606万
|
-111,346
|
-9%
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
$5736万
|
+$328万
|
+60,240
|
+6%
|
|
|
8
|
Curio Wealth
Annapolis,
Maryland
|
$5068万
|
+$504万
|
+92,615
|
+11%
|
|
|
9
|
Integrity Advisory Solutions
Dallas,
Texas
|
$4994万
|
+$742万
|
+136,415
|
+17%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4670万
|
–
|
–
|
–
|
|
|
11
|
Penobscot Wealth Management
Portland,
Maine
|
$4584万
|
-$342万
|
-62,833
|
-7%
|
|
|
12
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$4049万
|
+$602万
|
+110,692
|
+17%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3881万
|
+$150万
|
+27,495
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3860万
|
+$511万
|
+93,932
|
+15%
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3733万
|
+$385万
|
+70,711
|
+12%
|
|
|
16
|
Integrity Alliance
Urbandale,
Iowa
|
$3537万
|
+$184万
|
+33,865
|
+6%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$3326万
|
+$148万
|
+27,232
|
+5%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$3253万
|
+$881万
|
+161,877
|
+37%
|
|
|
19
|
MilWealth Group
Milwaukee,
Wisconsin
|
$3031万
|
+$240万
|
+44,184
|
+9%
|
|
|
20
|
Wealth Advisors Northwest
Portland,
Oregon
|
$2932万
|
+$1131万
|
+207,833
|
+63%
|
|
|
21
|
Straight Path Wealth Management
Jenison,
Michigan
|
$2818万
|
+$155万
|
+28,509
|
+6%
|
|
|
22
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$2738万
|
+$231万
|
+42,368
|
+9%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$2635万
|
+$2627万
|
+482,694
|
新規
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$2515万
|
+$127万
|
+23,253
|
+5%
|
|
|
25
|
United Wealth Management
Charlottesville,
Virginia
|
$2443万
|
+$133万
|
+24,488
|
+6%
|
|
