|
1
|
Forum Financial Management
Lombard,
Illinois
|
$300M
|
+$9.53M
|
+179,321
|
+3%
|
|
|
2
|
von Borstel & Associates
The Dalles,
Oregon
|
$62.2M
|
+$14.7M
|
+277,387
|
+31%
|
|
|
3
|
|
$54.4M
|
+$2.89M
|
+54,337
|
+6%
|
|
|
4
|
Ruedi Wealth Management
Champaign,
Illinois
|
$42M
|
+$1.81M
|
+34,082
|
+5%
|
|
|
5
|
Penobscot Wealth Management
Portland,
Maine
|
$35.9M
|
+$2.52M
|
+47,417
|
+8%
|
|
|
6
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$33.4M
|
+$171K
|
+3,214
|
+0.5%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$29.1M
|
+$1.68M
|
+31,640
|
+6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$25.4M
|
-$1.86M
|
-34,908
|
-7%
|
|
|
9
|
MilWealth Group
Milwaukee,
Wisconsin
|
$24.9M
|
+$561K
|
+10,559
|
+2%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
$24.6M
|
+$1.09M
|
+20,513
|
+5%
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$21.6M
|
+$21.5M
|
+405,018
|
New
|
|
|
12
|
Curio Wealth
Annapolis,
Maryland
|
$20.8M
|
+$107K
|
+2,016
|
+0.5%
|
|
|
13
|
Straight Path Wealth Management
Jenison,
Michigan
|
$20.3M
|
+$661K
|
+12,439
|
+3%
|
|
|
14
|
Integrity Alliance
Urbandale,
Iowa
|
$19.9M
|
+$19.8M
|
+371,899
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
+$699K
|
+13,145
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
+$3.93M
|
+73,863
|
+28%
|
|
|
17
|
United Wealth Management
Charlottesville,
Virginia
|
$18M
|
+$3.11M
|
+58,437
|
+21%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$17.2M
|
+$1.33M
|
+25,080
|
+8%
|
|
|
19
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$15.6M
|
+$920K
|
+17,311
|
+6%
|
|
|
20
|
Aveo Capital Partners
Englewood,
Colorado
|
$12.8M
|
+$722K
|
+13,573
|
+6%
|
|
|
21
|
Archer Investment Management
Austin,
Texas
|
$12.7M
|
-$799K
|
-15,027
|
-6%
|
|
|
22
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$12.2M
|
+$5.44M
|
+102,244
|
+81%
|
|
|
23
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$10.8M
|
+$624K
|
+11,745
|
+6%
|
|
|
24
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.7M
|
+$1.73M
|
+32,525
|
+19%
|
|
|
25
|
Quantum Financial Advisors
El Segundo,
California
|
$9.49M
|
+$399K
|
+7,510
|
+4%
|
|
