|
26
|
CPA Asset Management
West Palm Beach,
Florida
|
$6.88M
|
-$8.16M
|
-193,840
|
-54%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$6.82M
|
-$3.21M
|
-76,170
|
-32%
|
|
|
28
|
Sterling Financial Planning
Sparta,
New Jersey
|
$6.43M
|
+$653K
|
+15,528
|
+11%
|
|
|
29
|
Vestment Financial
Chanhassen,
Minnesota
|
$6.43M
|
+$713K
|
+16,955
|
+12%
|
|
|
30
|
Financial Plan Inc
Bellingham,
Washington
|
$6.1M
|
+$6.18M
|
+146,870
|
New
|
|
|
31
|
Krilogy Financial
St. Louis,
Missouri
|
$5.77M
|
+$377K
|
+8,968
|
+7%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.75M
|
+$1.7M
|
+40,368
|
+41%
|
|
|
33
|
Larson Financial Group
St Louis,
Missouri
|
$4.96M
|
-$393K
|
-9,339
|
-7%
|
|
|
34
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$4.69M
|
+$382K
|
+9,073
|
+9%
|
|
|
35
|
|
$4.68M
|
-$248K
|
-5,899
|
-5%
|
|
|
36
|
Ares Financial Consulting
Calabasas,
California
|
$4.12M
|
+$4.18M
|
+99,250
|
New
|
|
|
37
|
McCartney Wealth Management
Clayton,
Missouri
|
$4.09M
|
+$4.14M
|
+98,448
|
New
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$3.94M
|
-$820K
|
-19,493
|
-17%
|
|
|
39
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$3.94M
|
-$6.82K
|
-162
|
-0.2%
|
|
|
40
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$3.71M
|
+$667K
|
+15,852
|
+22%
|
|
|
41
|
AWM Capital
Phoenix,
Arizona
|
$3.53M
|
+$297K
|
+7,054
|
+9%
|
|
|
42
|
Park Avenue Securities
New York
|
$3.48M
|
+$270K
|
+6,406
|
+8%
|
|
|
43
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.27M
|
-$153K
|
-3,635
|
-4%
|
|
|
44
|
EntreWealth
Austin,
Texas
|
$3.15M
|
+$162K
|
+3,849
|
+5%
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$3M
|
-$38.2K
|
-908
|
-1%
|
|
|
46
|
|
$2.67M
|
+$2.7M
|
+64,223
|
New
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$2.62M
|
+$2.28M
|
+54,158
|
+601%
|
|
|
48
|
Foundry Financial
Pasadena,
California
|
$2.51M
|
+$2.54M
|
+60,372
|
New
|
|
|
49
|
Yeomans Consulting Group
Marietta,
Georgia
|
$2.48M
|
+$2.51M
|
+59,722
|
New
|
|
|
50
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.47M
|
+$138K
|
+3,269
|
+6%
|
|
