|
51
|
Forum Financial Management
Lombard,
Illinois
|
$14.5M
|
+$14.5M
|
+553,557
|
New
|
|
|
52
|
American Investment Services
Great Barrington,
Massachusetts
|
$14.1M
|
+$1.26M
|
+48,175
|
+10%
|
|
|
53
|
Shearwater Capital
Denver,
Colorado
|
$13.6M
|
+$13.5M
|
+515,218
|
New
|
|
|
54
|
Vance Wealth
Santa Clarita,
California
|
$13.2M
|
+$13.2M
|
+506,169
|
New
|
|
|
55
|
IFG Advisory
Atlanta,
Georgia
|
$12.7M
|
+$109K
|
+4,186
|
+0.9%
|
|
|
56
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.5M
|
-$244K
|
-9,328
|
-2%
|
|
|
57
|
Andrews Lucia Wealth Management
Danville,
California
|
$12.1M
|
+$12.1M
|
+461,736
|
New
|
|
|
58
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$12M
|
+$12.1M
|
+461,450
|
New
|
|
|
59
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$12M
|
+$12.1M
|
+461,450
|
New
|
|
|
60
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$12M
|
+$12M
|
+458,317
|
New
|
|
|
61
|
Soundmark Wealth Management
Kirkland,
Washington
|
$11.2M
|
-$7.07M
|
-270,879
|
-39%
|
|
|
62
|
Mather Group
Chicago,
Illinois
|
$11M
|
+$896K
|
+34,322
|
+9%
|
|
|
63
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.8M
|
+$4.94M
|
+189,095
|
+84%
|
|
|
64
|
SJS Investment Consulting
Sylvania,
Ohio
|
$10.3M
|
+$10.3M
|
+394,921
|
New
|
|
|
65
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9.46M
|
-$175K
|
-6,695
|
-2%
|
|
|
66
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$9.2M
|
+$9.29M
|
+355,532
|
New
|
|
|
67
|
Warwick Investment Management
Bryan,
Texas
|
$8.59M
|
+$8.6M
|
+329,134
|
New
|
|
|
68
|
Applied Capital
Little Rock,
Arkansas
|
$8.57M
|
+$1.97M
|
+75,485
|
+30%
|
|
|
69
|
Savant Capital
Rockford,
Illinois
|
$8.38M
|
+$9.06K
|
+347
|
+0.1%
|
|
|
70
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$8.37M
|
+$8.37M
|
+320,397
|
New
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$8.21M
|
+$206K
|
+7,887
|
+3%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$8.18M
|
-$645K
|
-24,702
|
-7%
|
|
|
73
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$8.15M
|
+$1.38M
|
+52,812
|
+20%
|
|
|
74
|
Claris Advisors
St. Louis,
Missouri
|
$8.01M
|
+$8.02M
|
+306,916
|
New
|
|
|
75
|
Bayshore Asset Management
Coral Gables,
Florida
|
$8.01M
|
+$8.01M
|
+306,709
|
New
|
|
