|
1
|
Forum Financial Management
Lombard,
Illinois
|
$287M
|
+$7.31M
|
+135,136
|
+3%
|
|
|
2
|
|
$50.9M
|
+$6.3M
|
+116,419
|
+14%
|
|
|
3
|
von Borstel & Associates
The Dalles,
Oregon
|
$46.8M
|
+$17M
|
+313,751
|
+55%
|
|
|
4
|
Ruedi Wealth Management
Champaign,
Illinois
|
$39.7M
|
+$14.8M
|
+273,779
|
+57%
|
|
|
5
|
Penobscot Wealth Management
Portland,
Maine
|
$33M
|
+$28.8M
|
+531,640
|
+567%
|
|
|
6
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$32.9M
|
+$2.06M
|
+38,170
|
+7%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$27.1M
|
+$2.3M
|
+42,462
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$27M
|
+$3.5M
|
+64,736
|
+15%
|
|
|
9
|
MilWealth Group
Milwaukee,
Wisconsin
|
$24.1M
|
+$1.06M
|
+19,545
|
+4%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
$23.2M
|
+$920K
|
+17,006
|
+4%
|
|
|
11
|
Curio Wealth
Annapolis,
Maryland
|
$20.5M
|
+$21M
|
+387,918
|
New
|
|
|
12
|
Straight Path Wealth Management
Jenison,
Michigan
|
$19.4M
|
+$700K
|
+12,938
|
+4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.5M
|
+$1.16M
|
+21,422
|
+7%
|
|
|
14
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$15.7M
|
+$1.96M
|
+36,193
|
+14%
|
|
|
15
|
United Wealth Management
Charlottesville,
Virginia
|
$14.7M
|
+$15M
|
+278,068
|
New
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.6M
|
-$79.4K
|
-1,468
|
-0.5%
|
|
|
17
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$14.5M
|
+$14.9M
|
+275,094
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
+$2.73M
|
+50,398
|
+23%
|
|
|
19
|
Archer Investment Management
Austin,
Texas
|
$13.3M
|
+$13.6M
|
+252,270
|
New
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$11.9M
|
+$12.2M
|
+225,644
|
New
|
|
|
21
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$10.1M
|
+$10.3M
|
+190,255
|
New
|
|
|
22
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$9.65M
|
+$9.88M
|
+182,747
|
New
|
|
|
23
|
Quantum Financial Advisors
El Segundo,
California
|
$8.99M
|
+$2.62M
|
+48,399
|
+40%
|
|
|
24
|
Modera Wealth Management
Westwood,
New Jersey
|
$8.85M
|
+$9.06M
|
+167,570
|
New
|
|
|
25
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$6.63M
|
+$5.76M
|
+106,578
|
+564%
|
|
