|
1
|
Forum Financial Management
Lombard,
Illinois
|
$2.7億
|
+$644万
|
+121,965
|
+2%
|
|
|
2
|
|
$4233万
|
+$518万
|
+98,205
|
+14%
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2803万
|
+$238万
|
+45,007
|
+9%
|
|
|
4
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2267万
|
+$115万
|
+21,719
|
+5%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2245万
|
+$2240万
|
+424,304
|
新規
|
|
|
6
|
MilWealth Group
Milwaukee,
Wisconsin
|
$2232万
|
+$57.3万
|
+10,849
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2077万
|
+$452万
|
+85,584
|
+28%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1697万
|
+$1361万
|
+257,754
|
+409%
|
|
|
9
|
Simplicity Wealth
Summit,
New Jersey
|
$1546万
|
+$1542万
|
+292,168
|
新規
|
|
|
10
|
Ruedi Wealth Management
Champaign,
Illinois
|
$1502万
|
+$827万
|
+156,586
|
+123%
|
|
|
11
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1233万
|
+$35.1万
|
+6,640
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$1116万
|
-$854万
|
-161,699
|
-43%
|
|
|
13
|
Annapolis Financial Services
Annapolis,
Maryland
|
$633万
|
+$290万
|
+54,858
|
+85%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$460万
|
+$183万
|
+34,697
|
+66%
|
|
|
15
|
Penobscot Wealth Management
Portland,
Maine
|
$460万
|
+$46.3万
|
+8,766
|
+11%
|
|
|
16
|
Quantum Financial Advisors
El Segundo,
California
|
$421万
|
+$229万
|
+43,434
|
+120%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$369万
|
+$179万
|
+33,911
|
+95%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$351万
|
+$21.7万
|
+4,116
|
+7%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$259万
|
+$36.2万
|
+6,850
|
+16%
|
|
|
20
|
|
$244万
|
+$243万
|
+46,106
|
新規
|
|
|
21
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$244万
|
+$243万
|
+46,106
|
新規
|
|
|
22
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$235万
|
+$85.6万
|
+16,215
|
+58%
|
|
|
23
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$226万
|
+$86万
|
+16,286
|
+62%
|
|
|
24
|
|
$200万
|
+$7.24万
|
+1,372
|
+4%
|
|
|
25
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$195万
|
+$53.7万
|
+10,181
|
+38%
|
|
