|
1
|
Forum Financial Management
Lombard,
Illinois
|
$339M
|
+$12.1M
|
+219,499
|
+4%
|
|
|
2
|
MASECO Private Wealth
London,
|
$183M
|
+$14.4M
|
+262,209
|
+8%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
$134M
|
+$136M
|
+2,471,670
|
New
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
$75.1M
|
+$2.55M
|
+46,379
|
+3%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$63.6M
|
+$2.73M
|
+49,635
|
+4%
|
|
|
6
|
WPWealth
Fort Worth,
Texas
|
$61M
|
+$9.95M
|
+180,668
|
+19%
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
$49.7M
|
+$4.09M
|
+74,207
|
+9%
|
|
|
8
|
Penobscot Wealth Management
Portland,
Maine
|
$46.4M
|
+$2.83M
|
+51,486
|
+6%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$45.5M
|
+$4.85M
|
+88,099
|
+12%
|
|
|
10
|
Curio Wealth
Annapolis,
Maryland
|
$41.3M
|
+$7.47M
|
+135,715
|
+22%
|
|
|
11
|
Integrity Advisory Solutions
Dallas,
Texas
|
$37.7M
|
+$5.05M
|
+91,697
|
+15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.1M
|
+$2.24M
|
+40,781
|
+7%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
+$3.92M
|
+71,233
|
+13%
|
|
|
14
|
TCI Wealth Advisors
Tucson,
Arizona
|
$32.7M
|
+$565K
|
+10,257
|
+2%
|
|
|
15
|
Integrity Alliance
Urbandale,
Iowa
|
$30.6M
|
+$6.91M
|
+125,601
|
+29%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$30.5M
|
-$52.6K
|
-956
|
-0.2%
|
|
|
17
|
MilWealth Group
Milwaukee,
Wisconsin
|
$26.9M
|
+$1.05M
|
+19,123
|
+4%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$23.6M
|
+$3.43M
|
+62,255
|
+17%
|
|
|
19
|
Straight Path Wealth Management
Jenison,
Michigan
|
$23.6M
|
+$1.37M
|
+24,901
|
+6%
|
|
|
20
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$23.1M
|
+$8.3M
|
+150,747
|
+54%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$22.7M
|
+$1.13M
|
+20,573
|
+5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.2M
|
+$1.58M
|
+28,735
|
+8%
|
|
|
23
|
United Wealth Management
Charlottesville,
Virginia
|
$20M
|
+$598K
|
+10,861
|
+3%
|
|
|
24
|
Wealth Advisors Northwest
Portland,
Oregon
|
$15.9M
|
+$3.43M
|
+62,291
|
+27%
|
|
|
25
|
Quantum Financial Advisors
El Segundo,
California
|
$15.7M
|
+$2.36M
|
+42,818
|
+17%
|
|
