|
1
|
Forum Financial Management
Lombard,
Illinois
|
US$ 292 mi
|
+US$ 10,5 mi
|
+194.495
|
+4%
|
|
|
2
|
|
US$ 46,7 mi
|
+US$ 2,54 mi
|
+46.879
|
+6%
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
US$ 32,2 mi
|
+US$ 2,97 mi
|
+54.871
|
+10%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
US$ 31,5 mi
|
+US$ 31 mi
|
+572.269
|
Nova
|
|
|
5
|
Ruedi Wealth Management
Champaign,
Illinois
|
US$ 26,4 mi
|
+US$ 10,5 mi
|
+194.475
|
+68%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
US$ 25,9 mi
|
+US$ 2,47 mi
|
+45.547
|
+11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
US$ 24,5 mi
|
+US$ 2,87 mi
|
+52.964
|
+13%
|
|
|
8
|
MilWealth Group
Milwaukee,
Wisconsin
|
US$ 24 mi
|
+US$ 790 mil
|
+14.571
|
+3%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$ 23,3 mi
|
-US$ 303 mil
|
-5.597
|
-1%
|
|
|
10
|
Straight Path Wealth Management
Jenison,
Michigan
|
US$ 19,5 mi
|
+US$ 19,2 mi
|
+353.964
|
Nova
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
US$ 18,1 mi
|
+US$ 399 mil
|
+7.358
|
+2%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
US$ 15,3 mi
|
+US$ 10,4 mi
|
+191.031
|
+220%
|
|
|
13
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
US$ 14,4 mi
|
+US$ 1,53 mi
|
+28.289
|
+12%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 11,9 mi
|
+US$ 285 mil
|
+5.264
|
+2%
|
|
|
15
|
Annapolis Financial Services
Annapolis,
Maryland
|
US$ 7,87 mi
|
+US$ 1,25 mi
|
+23.046
|
+19%
|
|
|
16
|
Quantum Financial Advisors
El Segundo,
California
|
US$ 6,71 mi
|
+US$ 2,29 mi
|
+42.268
|
+53%
|
|
|
17
|
Penobscot Wealth Management
Portland,
Maine
|
US$ 5,17 mi
|
+US$ 405 mil
|
+7.474
|
+9%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$ 3,93 mi
|
+US$ 91,2 mil
|
+1.683
|
+2%
|
|
|
19
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
US$ 3,5 mi
|
+US$ 1,12 mi
|
+20.746
|
+49%
|
|
|
20
|
One Degree Advisors
San Diego,
California
|
US$ 3,45 mi
|
+US$ 3,4 mi
|
+62.681
|
Nova
|
|
|
21
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
US$ 3,33 mi
|
+US$ 872 mil
|
+16.087
|
+36%
|
|
|
22
|
|
US$ 2,85 mi
|
+US$ 309 mil
|
+5.696
|
+12%
|
|
|
23
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
US$ 2,83 mi
|
+US$ 288 mil
|
+5.306
|
+12%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
US$ 2,83 mi
|
+US$ 128 mil
|
+2.355
|
+5%
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
US$ 2,81 mi
|
+US$ 996 mil
|
+18.377
|
+56%
|
|
