|
1
|
Forum Financial Management
Lombard,
Illinois
|
USD 322 M
|
+USD 15.3 M
|
+286,077
|
+5%
|
|
|
2
|
MASECO Private Wealth
London,
|
USD 145 M
|
+USD 143 M
|
+2,664,712
|
Nuevas
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
USD 76.8 M
|
+USD 41.9 M
|
+783,133
|
+125%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
USD 68.3 M
|
+USD 4.36 M
|
+81,387
|
+7%
|
|
|
5
|
|
USD 59.6 M
|
+USD 4.09 M
|
+76,396
|
+8%
|
|
|
6
|
WPWealth
Fort Worth,
Texas
|
USD 46.1 M
|
+USD 41.2 M
|
+770,534
|
+1,025%
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
USD 44.7 M
|
+USD 1.87 M
|
+34,893
|
+4%
|
|
|
8
|
Penobscot Wealth Management
Portland,
Maine
|
USD 39.7 M
|
+USD 2.94 M
|
+54,884
|
+8%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
USD 34.3 M
|
+USD 4.55 M
|
+85,061
|
+16%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
USD 32 M
|
+USD 6.84 M
|
+127,712
|
+28%
|
|
|
11
|
Curio Wealth
Annapolis,
Maryland
|
USD 31.3 M
|
+USD 9.9 M
|
+185,160
|
+47%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 29.5 M
|
+USD 10.8 M
|
+201,791
|
+59%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
USD 28.4 M
|
+USD 2.5 M
|
+46,728
|
+10%
|
|
|
14
|
MilWealth Group
Milwaukee,
Wisconsin
|
USD 25.4 M
|
-USD 52 k
|
-972
|
-0.2%
|
|
|
15
|
Integrity Alliance
Urbandale,
Iowa
|
USD 22.1 M
|
+USD 1.78 M
|
+33,220
|
+9%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
USD 21.6 M
|
-USD 489 k
|
-9,136
|
-2%
|
|
|
17
|
Straight Path Wealth Management
Jenison,
Michigan
|
USD 21.3 M
|
+USD 639 k
|
+11,936
|
+3%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
USD 18.9 M
|
+USD 1.33 M
|
+24,890
|
+8%
|
|
|
19
|
United Wealth Management
Charlottesville,
Virginia
|
USD 18.9 M
|
+USD 514 k
|
+9,606
|
+3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 18.3 M
|
-USD 1.39 M
|
-25,998
|
-7%
|
|
|
21
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
USD 16.7 M
|
+USD 789 k
|
+14,735
|
+5%
|
|
|
22
|
Archer Investment Management
Austin,
Texas
|
USD 14.2 M
|
+USD 1.27 M
|
+23,642
|
+10%
|
|
|
23
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
USD 13.4 M
|
+USD 992 k
|
+18,528
|
+8%
|
|
|
24
|
Outbound Financial Inc
Boulder,
Colorado
|
USD 12.6 M
|
+USD 12.4 M
|
+231,191
|
Nuevas
|
|
|
25
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
USD 12.1 M
|
+USD 1.07 M
|
+19,990
|
+10%
|
|
