|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$ 371 mi
|
+US$ 14,5 mi
|
+267.318
|
+4%
|
|
|
2
|
MASECO Private Wealth
London,
|
US$ 224 mi
|
+US$ 14 mi
|
+257.087
|
+7%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
US$ 136 mi
|
-US$ 2,28 mi
|
-41.962
|
-2%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
US$ 88 mi
|
+US$ 4,94 mi
|
+90.718
|
+6%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
US$ 63,7 mi
|
-US$ 771 mil
|
-14.160
|
-1%
|
|
|
6
|
WPWealth
Fort Worth,
Texas
|
US$ 58,6 mi
|
-US$ 6,06 mi
|
-111.346
|
-9%
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
US$ 57,4 mi
|
+US$ 3,28 mi
|
+60.240
|
+6%
|
|
|
8
|
Curio Wealth
Annapolis,
Maryland
|
US$ 50,7 mi
|
+US$ 5,04 mi
|
+92.615
|
+11%
|
|
|
9
|
Integrity Advisory Solutions
Dallas,
Texas
|
US$ 49,9 mi
|
+US$ 7,42 mi
|
+136.415
|
+17%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
US$ 46,7 mi
|
–
|
–
|
–
|
|
|
11
|
Penobscot Wealth Management
Portland,
Maine
|
US$ 45,8 mi
|
-US$ 3,42 mi
|
-62.833
|
-7%
|
|
|
12
|
Beaird Harris Wealth Management
Dallas,
Texas
|
US$ 40,5 mi
|
+US$ 6,02 mi
|
+110.692
|
+17%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 38,8 mi
|
+US$ 1,5 mi
|
+27.495
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
US$ 38,6 mi
|
+US$ 5,11 mi
|
+93.932
|
+15%
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$ 37,3 mi
|
+US$ 3,85 mi
|
+70.711
|
+12%
|
|
|
16
|
Integrity Alliance
Urbandale,
Iowa
|
US$ 35,4 mi
|
+US$ 1,84 mi
|
+33.865
|
+6%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
US$ 33,3 mi
|
+US$ 1,48 mi
|
+27.232
|
+5%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
US$ 32,5 mi
|
+US$ 8,81 mi
|
+161.877
|
+37%
|
|
|
19
|
MilWealth Group
Milwaukee,
Wisconsin
|
US$ 30,3 mi
|
+US$ 2,4 mi
|
+44.184
|
+9%
|
|
|
20
|
Wealth Advisors Northwest
Portland,
Oregon
|
US$ 29,3 mi
|
+US$ 11,3 mi
|
+207.833
|
+63%
|
|
|
21
|
Straight Path Wealth Management
Jenison,
Michigan
|
US$ 28,2 mi
|
+US$ 1,55 mi
|
+28.509
|
+6%
|
|
|
22
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$ 27,4 mi
|
+US$ 2,31 mi
|
+42.368
|
+9%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
US$ 26,4 mi
|
+US$ 26,3 mi
|
+482.694
|
Nova
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
US$ 25,1 mi
|
+US$ 1,27 mi
|
+23.253
|
+5%
|
|
|
25
|
United Wealth Management
Charlottesville,
Virginia
|
US$ 24,4 mi
|
+US$ 1,33 mi
|
+24.488
|
+6%
|
|
