|
1
|
Forum Financial Management
Lombard,
Illinois
|
300 Mio. $
|
+9,5 Mio. $
|
+179.321
|
+3 %
|
|
|
2
|
von Borstel & Associates
The Dalles,
Oregon
|
62,2 Mio. $
|
+14,7 Mio. $
|
+277.387
|
+31 %
|
|
|
3
|
|
54,4 Mio. $
|
+2,89 Mio. $
|
+54.337
|
+6 %
|
|
|
4
|
Ruedi Wealth Management
Champaign,
Illinois
|
42 Mio. $
|
+1,81 Mio. $
|
+34.082
|
+5 %
|
|
|
5
|
Penobscot Wealth Management
Portland,
Maine
|
35,9 Mio. $
|
+2,52 Mio. $
|
+47.417
|
+8 %
|
|
|
6
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
33,4 Mio. $
|
+170.851 $
|
+3.214
|
+0,5 %
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
29,1 Mio. $
|
+1,68 Mio. $
|
+31.640
|
+6 %
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
25,4 Mio. $
|
-1,86 Mio. $
|
-34.908
|
-7 %
|
|
|
9
|
MilWealth Group
Milwaukee,
Wisconsin
|
24,9 Mio. $
|
+561.301 $
|
+10.559
|
+2 %
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
24,6 Mio. $
|
+1,09 Mio. $
|
+20.513
|
+5 %
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
21,6 Mio. $
|
+21,5 Mio. $
|
+405.018
|
Neu
|
|
|
12
|
Curio Wealth
Annapolis,
Maryland
|
20,8 Mio. $
|
+107.168 $
|
+2.016
|
+0,5 %
|
|
|
13
|
Straight Path Wealth Management
Jenison,
Michigan
|
20,3 Mio. $
|
+661.239 $
|
+12.439
|
+3 %
|
|
|
14
|
Integrity Alliance
Urbandale,
Iowa
|
19,9 Mio. $
|
+19,8 Mio. $
|
+371.899
|
Neu
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
19,4 Mio. $
|
+698.768 $
|
+13.145
|
+4 %
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
18,2 Mio. $
|
+3,93 Mio. $
|
+73.863
|
+28 %
|
|
|
17
|
United Wealth Management
Charlottesville,
Virginia
|
18 Mio. $
|
+3,11 Mio. $
|
+58.437
|
+21 %
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
17,2 Mio. $
|
+1,33 Mio. $
|
+25.080
|
+8 %
|
|
|
19
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
15,6 Mio. $
|
+920.227 $
|
+17.311
|
+6 %
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
12,8 Mio. $
|
+721.520 $
|
+13.573
|
+6 %
|
|
|
21
|
Archer Investment Management
Austin,
Texas
|
12,7 Mio. $
|
-798.813 $
|
-15.027
|
-6 %
|
|
|
22
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
12,2 Mio. $
|
+5,44 Mio. $
|
+102.244
|
+81 %
|
|
|
23
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
10,8 Mio. $
|
+624.347 $
|
+11.745
|
+6 %
|
|
|
24
|
Modera Wealth Management
Westwood,
New Jersey
|
10,7 Mio. $
|
+1,73 Mio. $
|
+32.525
|
+19 %
|
|
|
25
|
Quantum Financial Advisors
El Segundo,
California
|
9,49 Mio. $
|
+399.220 $
|
+7.510
|
+4 %
|
|
