|
101
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$21.5M
|
+$1.32M
|
+24,020
|
+6%
|
|
|
102
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$21.4M
|
+$1.74M
|
+31,709
|
+9%
|
|
|
103
|
LRI Investments
Palm Beach Gardens,
Florida
|
$20.8M
|
-$76.7K
|
-1,395
|
-0.4%
|
|
|
104
|
Navigoe Wealth Management
Redondo Beach,
California
|
$20.7M
|
-$120K
|
-2,187
|
-0.6%
|
|
|
105
|
Dopkins Wealth Management
Williamsville,
New York
|
$20.6M
|
-$274K
|
-4,987
|
-1%
|
|
|
106
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$20.4M
|
+$224K
|
+4,080
|
+1%
|
|
|
107
|
McLean Asset Management
Tysons,
Virginia
|
$20.2M
|
-$281K
|
-5,120
|
-1%
|
|
|
108
|
Prism Advisors
Studio City,
California
|
$20.2M
|
-$2.38M
|
-43,351
|
-10%
|
|
|
109
|
Forum Financial Management
Lombard,
Illinois
|
$20.1M
|
-$230K
|
-4,177
|
-1%
|
|
|
110
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$19.8M
|
-$359K
|
-6,537
|
-2%
|
|
|
111
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$19.7M
|
+$4.95K
|
+90
|
+0%
|
|
|
112
|
VeraBank
Henderson,
Texas
|
$19.7M
|
+$1.05M
|
+19,148
|
+6%
|
|
|
113
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$19.5M
|
-$257K
|
-4,676
|
-1%
|
|
|
114
|
Claris Advisors
St. Louis,
Missouri
|
$19.3M
|
-$76K
|
-1,383
|
-0.4%
|
|
|
115
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.7M
|
+$696K
|
+12,668
|
+4%
|
|
|
116
|
Meritas Wealth Management
Larkspur,
California
|
$18.7M
|
+$453K
|
+8,251
|
+2%
|
|
|
117
|
Shearwater Capital
Denver,
Colorado
|
$18.5M
|
–
|
–
|
–
|
|
|
118
|
Disciplined Investments
Tulsa,
Oklahoma
|
$18.5M
|
+$1.06M
|
+19,258
|
+6%
|
|
|
119
|
Rather & Kittrell
Knoxville,
Tennessee
|
$18M
|
+$43.9K
|
+798
|
+0.2%
|
|
|
120
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.9M
|
+$44.7K
|
+813
|
+0.2%
|
|
|
121
|
Merit Financial Group
Alpharetta,
Georgia
|
$17.9M
|
+$2.3M
|
+41,827
|
+14%
|
|
|
122
|
Penserra Capital Management
Orinda,
California
|
$17.8M
|
-$405K
|
-7,367
|
-2%
|
|
|
123
|
Apeiron RIA
Dallas,
Texas
|
$17.7M
|
-$125K
|
-2,267
|
-0.7%
|
|
|
124
|
Allen Wealth Management
Boone,
North Carolina
|
$17.5M
|
+$1.78M
|
+32,399
|
+11%
|
|
|
125
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$17.5M
|
+$1.42M
|
+25,838
|
+9%
|
|
