|
1
|
Forum Financial Management
Lombard,
Illinois
|
322 Mio. $
|
+15,3 Mio. $
|
+286.077
|
+5 %
|
|
|
2
|
MASECO Private Wealth
London,
|
145 Mio. $
|
+143 Mio. $
|
+2.664.712
|
Neu
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
76,8 Mio. $
|
+41,9 Mio. $
|
+783.133
|
+125 %
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
68,3 Mio. $
|
+4,36 Mio. $
|
+81.387
|
+7 %
|
|
|
5
|
|
59,6 Mio. $
|
+4,09 Mio. $
|
+76.396
|
+8 %
|
|
|
6
|
WPWealth
Fort Worth,
Texas
|
46,1 Mio. $
|
+41,2 Mio. $
|
+770.534
|
+1.025 %
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
44,7 Mio. $
|
+1,87 Mio. $
|
+34.893
|
+4 %
|
|
|
8
|
Penobscot Wealth Management
Portland,
Maine
|
39,7 Mio. $
|
+2,94 Mio. $
|
+54.884
|
+8 %
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
34,3 Mio. $
|
+4,55 Mio. $
|
+85.061
|
+16 %
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
32 Mio. $
|
+6,84 Mio. $
|
+127.712
|
+28 %
|
|
|
11
|
Curio Wealth
Annapolis,
Maryland
|
31,3 Mio. $
|
+9,9 Mio. $
|
+185.160
|
+47 %
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
29,5 Mio. $
|
+10,8 Mio. $
|
+201.791
|
+59 %
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
28,4 Mio. $
|
+2,5 Mio. $
|
+46.728
|
+10 %
|
|
|
14
|
MilWealth Group
Milwaukee,
Wisconsin
|
25,4 Mio. $
|
-52.027 $
|
-972
|
-0,2 %
|
|
|
15
|
Integrity Alliance
Urbandale,
Iowa
|
22,1 Mio. $
|
+1,78 Mio. $
|
+33.220
|
+9 %
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
21,6 Mio. $
|
-489.012 $
|
-9.136
|
-2 %
|
|
|
17
|
Straight Path Wealth Management
Jenison,
Michigan
|
21,3 Mio. $
|
+638.884 $
|
+11.936
|
+3 %
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
18,9 Mio. $
|
+1,33 Mio. $
|
+24.890
|
+8 %
|
|
|
19
|
United Wealth Management
Charlottesville,
Virginia
|
18,9 Mio. $
|
+514.169 $
|
+9.606
|
+3 %
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
18,3 Mio. $
|
-1,39 Mio. $
|
-25.998
|
-7 %
|
|
|
21
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
16,7 Mio. $
|
+788.703 $
|
+14.735
|
+5 %
|
|
|
22
|
Archer Investment Management
Austin,
Texas
|
14,2 Mio. $
|
+1,27 Mio. $
|
+23.642
|
+10 %
|
|
|
23
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
13,4 Mio. $
|
+991.726 $
|
+18.528
|
+8 %
|
|
|
24
|
Outbound Financial Inc
Boulder,
Colorado
|
12,6 Mio. $
|
+12,4 Mio. $
|
+231.191
|
Neu
|
|
|
25
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
12,1 Mio. $
|
+1,07 Mio. $
|
+19.990
|
+10 %
|
|
