|
1
|
Forum Financial Management
Lombard,
Illinois
|
$322M
|
+$15.3M
|
+286,077
|
+5%
|
|
|
2
|
MASECO Private Wealth
London,
|
$145M
|
+$143M
|
+2,664,712
|
New
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$76.8M
|
+$41.9M
|
+783,133
|
+125%
|
|
|
4
|
von Borstel & Associates
The Dalles,
Oregon
|
$68.3M
|
+$4.36M
|
+81,387
|
+7%
|
|
|
5
|
|
$59.6M
|
+$4.09M
|
+76,396
|
+8%
|
|
|
6
|
WPWealth
Fort Worth,
Texas
|
$46.1M
|
+$41.2M
|
+770,534
|
+1,025%
|
|
|
7
|
Ruedi Wealth Management
Champaign,
Illinois
|
$44.7M
|
+$1.87M
|
+34,893
|
+4%
|
|
|
8
|
Penobscot Wealth Management
Portland,
Maine
|
$39.7M
|
+$2.94M
|
+54,884
|
+8%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$34.3M
|
+$4.55M
|
+85,061
|
+16%
|
|
|
10
|
TCI Wealth Advisors
Tucson,
Arizona
|
$32M
|
+$6.84M
|
+127,712
|
+28%
|
|
|
11
|
Curio Wealth
Annapolis,
Maryland
|
$31.3M
|
+$9.91M
|
+185,160
|
+47%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.5M
|
+$10.8M
|
+201,791
|
+59%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
+$2.5M
|
+46,728
|
+10%
|
|
|
14
|
MilWealth Group
Milwaukee,
Wisconsin
|
$25.4M
|
-$52K
|
-972
|
-0.2%
|
|
|
15
|
Integrity Alliance
Urbandale,
Iowa
|
$22.1M
|
+$1.78M
|
+33,220
|
+9%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$21.6M
|
-$489K
|
-9,136
|
-2%
|
|
|
17
|
Straight Path Wealth Management
Jenison,
Michigan
|
$21.3M
|
+$639K
|
+11,936
|
+3%
|
|
|
18
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$18.9M
|
+$1.33M
|
+24,890
|
+8%
|
|
|
19
|
United Wealth Management
Charlottesville,
Virginia
|
$18.9M
|
+$514K
|
+9,606
|
+3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.3M
|
-$1.39M
|
-25,998
|
-7%
|
|
|
21
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$16.7M
|
+$789K
|
+14,735
|
+5%
|
|
|
22
|
Archer Investment Management
Austin,
Texas
|
$14.2M
|
+$1.27M
|
+23,642
|
+10%
|
|
|
23
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$13.4M
|
+$992K
|
+18,528
|
+8%
|
|
|
24
|
Outbound Financial Inc
Boulder,
Colorado
|
$12.6M
|
+$12.4M
|
+231,191
|
New
|
|
|
25
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$12.1M
|
+$1.07M
|
+19,990
|
+10%
|
|
