|
1
|
Forum Financial Management
Lombard,
Illinois
|
$371M
|
+$14.5M
|
+267,318
|
+4%
|
|
|
2
|
MASECO Private Wealth
London,
|
$224M
|
+$14M
|
+257,087
|
+7%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
$136M
|
-$2.28M
|
-41,962
|
-2%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
$88M
|
+$4.94M
|
+90,718
|
+6%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$63.7M
|
-$771K
|
-14,160
|
-1%
|
|
|
6
|
WPWealth
Fort Worth,
Texas
|
$58.6M
|
-$6.06M
|
-111,346
|
-9%
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
$57.4M
|
+$3.28M
|
+60,240
|
+6%
|
|
|
8
|
Curio Wealth
Annapolis,
Maryland
|
$50.7M
|
+$5.04M
|
+92,615
|
+11%
|
|
|
9
|
Integrity Advisory Solutions
Dallas,
Texas
|
$49.9M
|
+$7.42M
|
+136,415
|
+17%
|
|
|
10
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$46.7M
|
–
|
–
|
–
|
|
|
11
|
Penobscot Wealth Management
Portland,
Maine
|
$45.8M
|
-$3.42M
|
-62,833
|
-7%
|
|
|
12
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.5M
|
+$6.02M
|
+110,692
|
+17%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.8M
|
+$1.5M
|
+27,495
|
+4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$38.6M
|
+$5.11M
|
+93,932
|
+15%
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
$37.3M
|
+$3.85M
|
+70,711
|
+12%
|
|
|
16
|
Integrity Alliance
Urbandale,
Iowa
|
$35.4M
|
+$1.84M
|
+33,865
|
+6%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$33.3M
|
+$1.48M
|
+27,232
|
+5%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$32.5M
|
+$8.81M
|
+161,877
|
+37%
|
|
|
19
|
MilWealth Group
Milwaukee,
Wisconsin
|
$30.3M
|
+$2.4M
|
+44,184
|
+9%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.2M
|
+$14.5M
|
+266,543
|
+93%
|
|
|
21
|
Wealth Advisors Northwest
Portland,
Oregon
|
$29.3M
|
+$11.3M
|
+207,833
|
+63%
|
|
|
22
|
Straight Path Wealth Management
Jenison,
Michigan
|
$28.2M
|
+$1.55M
|
+28,509
|
+6%
|
|
|
23
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$27.4M
|
+$2.31M
|
+42,368
|
+9%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$26.4M
|
+$26.3M
|
+482,694
|
New
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$25.1M
|
+$1.27M
|
+23,253
|
+5%
|
|
