|
1
|
Forum Financial Management
Lombard,
Illinois
|
$336M
|
+$7.63M
|
+139,155
|
+2%
|
|
|
2
|
MASECO Private Wealth
London,
|
$174M
|
+$25.3M
|
+461,556
|
+17%
|
|
|
3
|
von Borstel & Associates
The Dalles,
Oregon
|
$74.1M
|
+$5.34M
|
+97,269
|
+8%
|
|
|
4
|
Beacon Pointe Advisors
Newport Beach,
California
|
$62.6M
|
+$61.8M
|
+1,126,109
|
New
|
|
|
5
|
WPWealth
Fort Worth,
Texas
|
$52.7M
|
+$5.59M
|
+101,958
|
+12%
|
|
|
6
|
Ruedi Wealth Management
Champaign,
Illinois
|
$46.9M
|
+$1.29M
|
+23,555
|
+3%
|
|
|
7
|
Penobscot Wealth Management
Portland,
Maine
|
$44.9M
|
+$4.38M
|
+79,779
|
+11%
|
|
|
8
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$41.9M
|
-$36M
|
-655,721
|
-47%
|
|
|
9
|
Curio Wealth
Annapolis,
Maryland
|
$34.8M
|
+$2.83M
|
+51,632
|
+9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.8M
|
+$3.61M
|
+65,743
|
+12%
|
|
|
11
|
Integrity Advisory Solutions
Dallas,
Texas
|
$33.6M
|
+$33.2M
|
+604,867
|
New
|
|
|
12
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$33.6M
|
+$33.2M
|
+604,867
|
New
|
|
|
13
|
TCI Wealth Advisors
Tucson,
Arizona
|
$33M
|
+$309K
|
+5,633
|
+1%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$31.4M
|
-$3.48M
|
-63,386
|
-10%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$31.3M
|
+$2.23M
|
+40,639
|
+8%
|
|
|
16
|
MilWealth Group
Milwaukee,
Wisconsin
|
$26.6M
|
+$723K
|
+13,171
|
+3%
|
|
|
17
|
Integrity Alliance
Urbandale,
Iowa
|
$24.5M
|
+$1.95M
|
+35,455
|
+9%
|
|
|
18
|
Straight Path Wealth Management
Jenison,
Michigan
|
$22.8M
|
+$1.07M
|
+19,464
|
+5%
|
|
|
19
|
RFG Advisory
Birmingham,
Alabama
|
$22.1M
|
+$142K
|
+2,589
|
+0.7%
|
|
|
20
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$20.5M
|
+$1.47M
|
+26,739
|
+8%
|
|
|
21
|
United Wealth Management
Charlottesville,
Virginia
|
$20M
|
+$715K
|
+13,036
|
+4%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.2M
|
+$473K
|
+8,630
|
+3%
|
|
|
23
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$17.6M
|
+$505K
|
+9,206
|
+3%
|
|
|
24
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$15.4M
|
+$10.2M
|
+185,242
|
+201%
|
|
|
25
|
Archer Investment Management
Austin,
Texas
|
$15M
|
+$537K
|
+9,786
|
+4%
|
|
