|
1
|
Forum Financial Management
Lombard,
Illinois
|
$353M
|
+$15.2M
|
+279,412
|
+4%
|
|
|
2
|
MASECO Private Wealth
London,
|
$208M
|
+$25.1M
|
+462,160
|
+14%
|
|
|
3
|
Symmetry Partners
Glastonbury,
Connecticut
|
$137M
|
+$3.82M
|
+70,283
|
+3%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
$82.4M
|
+$7.48M
|
+137,520
|
+10%
|
|
|
5
|
WPWealth
Fort Worth,
Texas
|
$64.1M
|
+$3.24M
|
+59,631
|
+5%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$63.9M
|
+$474K
|
+8,712
|
+0.7%
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
$53.6M
|
+$4.03M
|
+74,122
|
+8%
|
|
|
8
|
Penobscot Wealth Management
Portland,
Maine
|
$48.8M
|
+$2.48M
|
+45,651
|
+5%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$46.3M
|
+$873K
|
+16,052
|
+2%
|
|
|
10
|
Curio Wealth
Annapolis,
Maryland
|
$45.2M
|
+$4.11M
|
+75,566
|
+10%
|
|
|
11
|
Integrity Advisory Solutions
Dallas,
Texas
|
$42.1M
|
+$4.57M
|
+84,005
|
+12%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$37M
|
+$1.98M
|
+36,417
|
+6%
|
|
|
13
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$34.2M
|
+$11.1M
|
+204,745
|
+48%
|
|
|
14
|
Integrity Alliance
Urbandale,
Iowa
|
$33.2M
|
+$2.69M
|
+49,362
|
+9%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$33.2M
|
-$1.05M
|
-19,222
|
-3%
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
$33.2M
|
+$589K
|
+10,823
|
+2%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$31.5M
|
+$1.03M
|
+18,891
|
+3%
|
|
|
18
|
MilWealth Group
Milwaukee,
Wisconsin
|
$27.7M
|
+$794K
|
+14,592
|
+3%
|
|
|
19
|
Straight Path Wealth Management
Jenison,
Michigan
|
$26.4M
|
+$2.9M
|
+53,257
|
+12%
|
|
|
20
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$24.9M
|
+$1.3M
|
+23,805
|
+5%
|
|
|
21
|
RFG Advisory
Birmingham,
Alabama
|
$23.7M
|
+$1.06M
|
+19,440
|
+5%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$23.5M
|
+$12.2M
|
+224,679
|
+107%
|
|
|
23
|
United Wealth Management
Charlottesville,
Virginia
|
$22.9M
|
+$2.94M
|
+54,051
|
+15%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.4M
|
+$1.26M
|
+23,126
|
+6%
|
|
|
25
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$18.7M
|
+$4.07M
|
+74,881
|
+28%
|
|
