|
1
|
Forum Financial Management
Lombard,
Illinois
|
287 Mio. $
|
+7,31 Mio. $
|
+135.136
|
+3 %
|
|
|
2
|
|
50,9 Mio. $
|
+6,3 Mio. $
|
+116.419
|
+14 %
|
|
|
3
|
von Borstel & Associates
The Dalles,
Oregon
|
46,8 Mio. $
|
+17 Mio. $
|
+313.751
|
+55 %
|
|
|
4
|
Ruedi Wealth Management
Champaign,
Illinois
|
39,7 Mio. $
|
+14,8 Mio. $
|
+273.779
|
+57 %
|
|
|
5
|
Penobscot Wealth Management
Portland,
Maine
|
33 Mio. $
|
+28,8 Mio. $
|
+531.640
|
+567 %
|
|
|
6
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
32,9 Mio. $
|
+2,06 Mio. $
|
+38.170
|
+7 %
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
27,1 Mio. $
|
+2,3 Mio. $
|
+42.462
|
+9 %
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
27 Mio. $
|
+3,5 Mio. $
|
+64.736
|
+15 %
|
|
|
9
|
MilWealth Group
Milwaukee,
Wisconsin
|
24,1 Mio. $
|
+1,06 Mio. $
|
+19.545
|
+4 %
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
23,2 Mio. $
|
+919.844 $
|
+17.006
|
+4 %
|
|
|
11
|
Curio Wealth
Annapolis,
Maryland
|
20,5 Mio. $
|
+21 Mio. $
|
+387.918
|
Neu
|
|
|
12
|
Straight Path Wealth Management
Jenison,
Michigan
|
19,4 Mio. $
|
+699.809 $
|
+12.938
|
+4 %
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
18,5 Mio. $
|
+1,16 Mio. $
|
+21.422
|
+7 %
|
|
|
14
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
15,7 Mio. $
|
+1,96 Mio. $
|
+36.193
|
+14 %
|
|
|
15
|
United Wealth Management
Charlottesville,
Virginia
|
14,7 Mio. $
|
+15 Mio. $
|
+278.068
|
Neu
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
14,6 Mio. $
|
-79.403 $
|
-1.468
|
-0,5 %
|
|
|
17
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
14,5 Mio. $
|
+14,9 Mio. $
|
+275.094
|
Neu
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
14,1 Mio. $
|
+2,73 Mio. $
|
+50.398
|
+23 %
|
|
|
19
|
Archer Investment Management
Austin,
Texas
|
13,3 Mio. $
|
+13,6 Mio. $
|
+252.270
|
Neu
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
11,9 Mio. $
|
+12,2 Mio. $
|
+225.644
|
Neu
|
|
|
21
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
10,1 Mio. $
|
+10,3 Mio. $
|
+190.255
|
Neu
|
|
|
22
|
Bridge Generations Wealth Management
South Miami,
Florida
|
9,7 Mio. $
|
+9,9 Mio. $
|
+182.747
|
Neu
|
|
|
23
|
Quantum Financial Advisors
El Segundo,
California
|
8,99 Mio. $
|
+2,62 Mio. $
|
+48.399
|
+40 %
|
|
|
24
|
Modera Wealth Management
Westwood,
New Jersey
|
8,85 Mio. $
|
+9,06 Mio. $
|
+167.570
|
Neu
|
|
|
25
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
6,63 Mio. $
|
+5,76 Mio. $
|
+106.578
|
+564 %
|
|
