|
1
|
Forum Financial Management
Lombard,
Illinois
|
292 Mio. $
|
+10,5 Mio. $
|
+194.495
|
+4 %
|
|
|
2
|
|
46,7 Mio. $
|
+2,54 Mio. $
|
+46.879
|
+6 %
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
32,2 Mio. $
|
+2,97 Mio. $
|
+54.871
|
+10 %
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
31,5 Mio. $
|
+31 Mio. $
|
+572.269
|
Neu
|
|
|
5
|
Ruedi Wealth Management
Champaign,
Illinois
|
26,4 Mio. $
|
+10,5 Mio. $
|
+194.475
|
+68 %
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
25,9 Mio. $
|
+2,47 Mio. $
|
+45.547
|
+11 %
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
24,5 Mio. $
|
+2,87 Mio. $
|
+52.964
|
+13 %
|
|
|
8
|
MilWealth Group
Milwaukee,
Wisconsin
|
24 Mio. $
|
+789.707 $
|
+14.571
|
+3 %
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
23,3 Mio. $
|
-303.342 $
|
-5.597
|
-1 %
|
|
|
10
|
Straight Path Wealth Management
Jenison,
Michigan
|
19,5 Mio. $
|
+19,2 Mio. $
|
+353.964
|
Neu
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
18,1 Mio. $
|
+398.783 $
|
+7.358
|
+2 %
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
15,3 Mio. $
|
+10,4 Mio. $
|
+191.031
|
+220 %
|
|
|
13
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
14,4 Mio. $
|
+1,53 Mio. $
|
+28.289
|
+12 %
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
11,9 Mio. $
|
+285.294 $
|
+5.264
|
+2 %
|
|
|
15
|
Annapolis Financial Services
Annapolis,
Maryland
|
7,87 Mio. $
|
+1,25 Mio. $
|
+23.046
|
+19 %
|
|
|
16
|
Quantum Financial Advisors
El Segundo,
California
|
6,71 Mio. $
|
+2,29 Mio. $
|
+42.268
|
+53 %
|
|
|
17
|
Penobscot Wealth Management
Portland,
Maine
|
5,17 Mio. $
|
+405.070 $
|
+7.474
|
+9 %
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
3,93 Mio. $
|
+91.214 $
|
+1.683
|
+2 %
|
|
|
19
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
3,5 Mio. $
|
+1,12 Mio. $
|
+20.746
|
+49 %
|
|
|
20
|
One Degree Advisors
San Diego,
California
|
3,45 Mio. $
|
+3,4 Mio. $
|
+62.681
|
Neu
|
|
|
21
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
3,33 Mio. $
|
+871.870 $
|
+16.087
|
+36 %
|
|
|
22
|
|
2,85 Mio. $
|
+308.707 $
|
+5.696
|
+12 %
|
|
|
23
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
2,83 Mio. $
|
+287.570 $
|
+5.306
|
+12 %
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
2,83 Mio. $
|
+127.634 $
|
+2.355
|
+5 %
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
2,81 Mio. $
|
+995.982 $
|
+18.377
|
+56 %
|
|
