|
51
|
Annapolis Financial Services
Annapolis,
Maryland
|
$2.23M
|
+$557K
|
+20,782
|
+32%
|
|
|
52
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.15M
|
+$311K
|
+11,597
|
+17%
|
|
|
53
|
Forum Private Client Group
Fishers,
Indiana
|
$2.12M
|
+$2.16M
|
+80,703
|
New
|
|
|
54
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.9M
|
+$1.56M
|
+58,300
|
+412%
|
|
|
55
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.84M
|
+$1.89M
|
+70,330
|
New
|
|
|
56
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.82M
|
+$1.86M
|
+69,354
|
New
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.76M
|
+$619K
|
+23,082
|
+52%
|
|
|
58
|
Larson Financial Group
St Louis,
Missouri
|
$1.74M
|
+$1.78M
|
+66,211
|
New
|
|
|
59
|
Gradient Capital Advisors
San Diego,
California
|
$1.7M
|
-$572K
|
-21,320
|
-25%
|
|
|
60
|
BetterWealth
San Jose,
California
|
$1.6M
|
+$24.2K
|
+903
|
+2%
|
|
|
61
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.6M
|
+$817K
|
+30,482
|
+100%
|
|
|
62
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.55M
|
+$1.5M
|
+55,934
|
+1,747%
|
|
|
63
|
Perigon Wealth Management
San Francisco,
California
|
$1.54M
|
-$131K
|
-4,876
|
-8%
|
|
|
64
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.53M
|
+$1.56M
|
+58,280
|
New
|
|
|
65
|
RFG Advisory
Birmingham,
Alabama
|
$1.47M
|
+$1.5M
|
+56,091
|
New
|
|
|
66
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.46M
|
+$793K
|
+29,565
|
+113%
|
|
|
67
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.45M
|
–
|
–
|
–
|
|
|
68
|
Beta Wealth Group
San Diego,
California
|
$1.41M
|
+$1.44M
|
+53,852
|
New
|
|
|
69
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$1.39M
|
+$1M
|
+37,302
|
+237%
|
|
|
70
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.38M
|
+$1.41M
|
+52,558
|
New
|
|
|
71
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.37M
|
+$110K
|
+4,115
|
+9%
|
|
|
72
|
CVA Family Office
Denver,
Colorado
|
$1.34M
|
+$652K
|
+24,316
|
+91%
|
|
|
73
|
Rather & Kittrell
Knoxville,
Tennessee
|
$1.28M
|
+$870K
|
+32,458
|
+198%
|
|
|
74
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.27M
|
+$1.3M
|
+48,530
|
New
|
|
|
75
|
Level Financial Advisors
East Amherst,
New York
|
$1.27M
|
+$505K
|
+18,847
|
+64%
|
|
