|
1
|
Forum Financial Management
Lombard,
Illinois
|
$266M
|
+$264M
|
+4,985,303
|
New
|
|
|
2
|
|
$37.5M
|
+$3.59M
|
+67,762
|
+11%
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$25.9M
|
+$3.88M
|
+73,261
|
+18%
|
|
|
4
|
MilWealth Group
Milwaukee,
Wisconsin
|
$21.9M
|
+$531K
|
+10,019
|
+2%
|
|
|
5
|
TCI Wealth Advisors
Tucson,
Arizona
|
$21.7M
|
+$632K
|
+11,923
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
+$8.95M
|
+168,881
|
+83%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$16.3M
|
+307,001
|
New
|
|
|
8
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$12.1M
|
+$1.18M
|
+22,362
|
+11%
|
|
|
9
|
Ruedi Wealth Management
Champaign,
Illinois
|
$6.8M
|
+$5.56M
|
+104,977
|
+469%
|
|
|
10
|
Penobscot Wealth Management
Portland,
Maine
|
$4.14M
|
+$4.11M
|
+77,528
|
New
|
|
|
11
|
Annapolis Financial Services
Annapolis,
Maryland
|
$3.46M
|
+$958K
|
+18,089
|
+39%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.37M
|
+$2.5M
|
+47,215
|
+298%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$3.32M
|
+$2.79M
|
+52,585
|
+545%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.79M
|
+$1.21M
|
+22,814
|
+78%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$2.25M
|
-$167K
|
-3,147
|
-7%
|
|
|
16
|
|
$1.94M
|
-$7.47M
|
-140,947
|
-79%
|
|
|
17
|
Quantum Financial Advisors
El Segundo,
California
|
$1.93M
|
+$1.91M
|
+36,075
|
New
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.91M
|
+$1.89M
|
+35,770
|
New
|
|
|
19
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1.64M
|
+$1.63M
|
+30,717
|
New
|
|
|
20
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$1.5M
|
+$1.49M
|
+28,114
|
New
|
|
|
21
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.43M
|
+$1.05M
|
+19,744
|
+283%
|
|
|
22
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.41M
|
+$1.4M
|
+26,448
|
New
|
|
|
23
|
Krilogy Financial
St. Louis,
Missouri
|
$1.1M
|
+$1.09M
|
+20,633
|
New
|
|
|
24
|
Applied Capital
Little Rock,
Arkansas
|
$985K
|
+$588K
|
+11,101
|
+151%
|
|
|
25
|
American Investment Services
Great Barrington,
Massachusetts
|
$634K
|
+$97K
|
+1,832
|
+18%
|
|
