|
1
|
Forum Financial Management
Lombard,
Illinois
|
$3.22億
|
+$1531万
|
+286,077
|
+5%
|
|
|
2
|
MASECO Private Wealth
London,
|
$1.45億
|
+$1.43億
|
+2,664,712
|
新規
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7678万
|
+$4192万
|
+783,133
|
+125%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
$6834万
|
+$436万
|
+81,387
|
+7%
|
|
|
5
|
|
$5962万
|
+$409万
|
+76,396
|
+8%
|
|
|
6
|
WPWealth
Fort Worth,
Texas
|
$4608万
|
+$4124万
|
+770,534
|
+1,025%
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
$4474万
|
+$187万
|
+34,893
|
+4%
|
|
|
8
|
Penobscot Wealth Management
Portland,
Maine
|
$3965万
|
+$294万
|
+54,884
|
+8%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$3427万
|
+$455万
|
+85,061
|
+16%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3204万
|
+$684万
|
+127,712
|
+28%
|
|
|
11
|
Curio Wealth
Annapolis,
Maryland
|
$3134万
|
+$991万
|
+185,160
|
+47%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$2954万
|
+$1080万
|
+201,791
|
+59%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2845万
|
+$250万
|
+46,728
|
+10%
|
|
|
14
|
MilWealth Group
Milwaukee,
Wisconsin
|
$2536万
|
-$5.2万
|
-972
|
-0.2%
|
|
|
15
|
Integrity Alliance
Urbandale,
Iowa
|
$2207万
|
+$178万
|
+33,220
|
+9%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$2157万
|
-$48.9万
|
-9,136
|
-2%
|
|
|
17
|
Straight Path Wealth Management
Jenison,
Michigan
|
$2132万
|
+$63.9万
|
+11,936
|
+3%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1894万
|
+$133万
|
+24,890
|
+8%
|
|
|
19
|
United Wealth Management
Charlottesville,
Virginia
|
$1886万
|
+$51.4万
|
+9,606
|
+3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1835万
|
-$139万
|
-25,998
|
-7%
|
|
|
21
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$1674万
|
+$78.9万
|
+14,735
|
+5%
|
|
|
22
|
Archer Investment Management
Austin,
Texas
|
$1422万
|
+$127万
|
+23,642
|
+10%
|
|
|
23
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$1342万
|
+$99.2万
|
+18,528
|
+8%
|
|
|
24
|
Outbound Financial Inc
Boulder,
Colorado
|
$1260万
|
+$1237万
|
+231,191
|
新規
|
|
|
25
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$1210万
|
+$107万
|
+19,990
|
+10%
|
|
