|
1
|
Forum Financial Management
Lombard,
Illinois
|
$292M
|
+$10.5M
|
+194,495
|
+4%
|
|
|
2
|
|
$46.7M
|
+$2.54M
|
+46,879
|
+6%
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$32.2M
|
+$2.97M
|
+54,871
|
+10%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
$31.5M
|
+$31M
|
+572,269
|
New
|
|
|
5
|
Ruedi Wealth Management
Champaign,
Illinois
|
$26.4M
|
+$10.5M
|
+194,475
|
+68%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$25.9M
|
+$2.47M
|
+45,547
|
+11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
+$2.87M
|
+52,964
|
+13%
|
|
|
8
|
MilWealth Group
Milwaukee,
Wisconsin
|
$24M
|
+$790K
|
+14,571
|
+3%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
$23.3M
|
-$303K
|
-5,597
|
-1%
|
|
|
10
|
Straight Path Wealth Management
Jenison,
Michigan
|
$19.5M
|
+$19.2M
|
+353,964
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.1M
|
+$399K
|
+7,358
|
+2%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$15.3M
|
+$10.4M
|
+191,031
|
+220%
|
|
|
13
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$14.4M
|
+$1.53M
|
+28,289
|
+12%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
+$285K
|
+5,264
|
+2%
|
|
|
15
|
Annapolis Financial Services
Annapolis,
Maryland
|
$7.87M
|
+$1.25M
|
+23,046
|
+19%
|
|
|
16
|
Quantum Financial Advisors
El Segundo,
California
|
$6.71M
|
+$2.29M
|
+42,268
|
+53%
|
|
|
17
|
Penobscot Wealth Management
Portland,
Maine
|
$5.17M
|
+$405K
|
+7,474
|
+9%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.93M
|
+$91.2K
|
+1,683
|
+2%
|
|
|
19
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$3.5M
|
+$1.12M
|
+20,746
|
+49%
|
|
|
20
|
One Degree Advisors
San Diego,
California
|
$3.45M
|
+$3.4M
|
+62,681
|
New
|
|
|
21
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$3.33M
|
+$872K
|
+16,087
|
+36%
|
|
|
22
|
|
$2.85M
|
+$309K
|
+5,696
|
+12%
|
|
|
23
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$2.83M
|
+$288K
|
+5,306
|
+12%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$2.83M
|
+$128K
|
+2,355
|
+5%
|
|
|
25
|
Meredith Wealth Planning
Maryville,
Illinois
|
$2.81M
|
+$996K
|
+18,377
|
+56%
|
|
