|
51
|
|
$16M
|
+$1.01M
|
+24,058
|
+7%
|
|
|
52
|
Forum Financial Management
Lombard,
Illinois
|
$15.7M
|
-$1.83M
|
-43,636
|
-10%
|
|
|
53
|
BetterWealth
San Jose,
California
|
$15.4M
|
+$629K
|
+14,987
|
+4%
|
|
|
54
|
Ruedi Wealth Management
Champaign,
Illinois
|
$15.3M
|
-$1.96M
|
-46,615
|
-11%
|
|
|
55
|
Tillman Hartley LLC
Denver,
Colorado
|
$13.6M
|
+$47.2K
|
+1,124
|
+0.3%
|
|
|
56
|
|
$13.3M
|
+$13.3M
|
+317,677
|
New
|
|
|
57
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$13.2M
|
-$33.5M
|
-798,186
|
-72%
|
|
|
58
|
Krilogy Financial
St. Louis,
Missouri
|
$13M
|
+$865K
|
+20,614
|
+7%
|
|
|
59
|
Client 1st Advisory Group
Dunedin,
Florida
|
$12.9M
|
+$1.02M
|
+24,274
|
+9%
|
|
|
60
|
AssetMark Inc
Concord,
California
|
$12.8M
|
-$362K
|
-8,634
|
-3%
|
|
|
61
|
Liberty Wealth Management
Oakland,
California
|
$12.3M
|
+$55.3K
|
+1,317
|
+0.5%
|
|
|
62
|
Citadel Advisors
Miami,
Florida
|
$11.6M
|
+$11.6M
|
+276,054
|
New
|
|
|
63
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.4M
|
+$2.6M
|
+61,944
|
+29%
|
|
|
64
|
FirstPurpose Wealth
Orem,
Utah
|
$10.9M
|
+$1.11M
|
+26,446
|
+11%
|
|
|
65
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$10.8M
|
+$2.93M
|
+69,727
|
+37%
|
|
|
66
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$10.7M
|
+$3.47M
|
+82,760
|
+48%
|
|
|
67
|
New Capital Management
Houston,
Texas
|
$10.3M
|
+$594K
|
+14,151
|
+6%
|
|
|
68
|
Divergent Planning
Bethesda,
Maryland
|
$9.74M
|
-$3.31M
|
-78,722
|
-25%
|
|
|
69
|
WMS Partners
Towson,
Maryland
|
$9.68M
|
+$102K
|
+2,420
|
+1%
|
|
|
70
|
Summit X LLC
Chesterfield,
Missouri
|
$9.6M
|
+$9.61M
|
+228,941
|
New
|
|
|
71
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.2M
|
+$3.82M
|
+91,040
|
+71%
|
|
|
72
|
Pioneer Wealth Management Group
Austin,
Texas
|
$9.06M
|
+$9.07M
|
+215,981
|
New
|
|
|
73
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.79M
|
+$285K
|
+6,797
|
+3%
|
|
|
74
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$8.32M
|
+$595K
|
+14,171
|
+8%
|
|
|
75
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$8.26M
|
+$341K
|
+8,113
|
+4%
|
|
