|
51
|
BOS Asset Management
Springfield,
Illinois
|
$7.17M
|
+$6.67M
|
+239,137
|
New
|
|
|
52
|
|
$6.65M
|
+$5.42M
|
+194,425
|
+708%
|
|
|
53
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$6.55M
|
+$2.69M
|
+96,372
|
+79%
|
|
|
54
|
Lauer Wealth
Valparaiso,
Indiana
|
$6.52M
|
–
|
–
|
–
|
|
|
55
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.52M
|
+$1.44M
|
+51,633
|
+39%
|
|
|
56
|
|
$5.35M
|
+$774K
|
+27,736
|
+18%
|
|
|
57
|
LRI Investments
Palm Beach Gardens,
Florida
|
$5.1M
|
+$4.74M
|
+169,978
|
New
|
|
|
58
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.92M
|
+$216K
|
+7,742
|
+5%
|
|
|
59
|
Advisory Services & Investments
Bend,
Oregon
|
$4.4M
|
+$596K
|
+21,358
|
+17%
|
|
|
60
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.36M
|
+$856K
|
+30,691
|
+27%
|
|
|
61
|
Avantax Planning Partners
Dubuque,
Iowa
|
$4M
|
+$3.72M
|
+133,307
|
New
|
|
|
62
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.88M
|
+$471K
|
+16,867
|
+15%
|
|
|
63
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$3.77M
|
+$566K
|
+20,296
|
+19%
|
|
|
64
|
Ruedi Wealth Management
Champaign,
Illinois
|
$3.76M
|
+$384K
|
+13,762
|
+12%
|
|
|
65
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.44M
|
+$363K
|
+13,025
|
+13%
|
|
|
66
|
Vawter Financial
Columbus,
Ohio
|
$3.27M
|
+$154K
|
+5,503
|
+5%
|
|
|
67
|
Blue Trust Inc
Alpharetta,
Georgia
|
$3.12M
|
+$797K
|
+28,569
|
+38%
|
|
|
68
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.91M
|
+$2.22M
|
+79,599
|
+459%
|
|
|
69
|
Peninsula Wealth
San Francisco,
California
|
$2.88M
|
-$213K
|
-7,626
|
-7%
|
|
|
70
|
Elevate Wealth Advisory
Athens,
Georgia
|
$2.84M
|
+$409K
|
+14,679
|
+18%
|
|
|
71
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.72M
|
+$137K
|
+4,900
|
+6%
|
|
|
72
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$2.6M
|
-$463K
|
-16,591
|
-16%
|
|
|
73
|
Cordant Inc
Portland,
Oregon
|
$2.51M
|
+$937K
|
+33,590
|
+67%
|
|
|
74
|
American Investment Services
Great Barrington,
Massachusetts
|
$2.4M
|
+$108K
|
+3,867
|
+5%
|
|
|
75
|
Mraz Amerine & Associates
Modesto,
California
|
$2.35M
|
+$1.4M
|
+50,194
|
+178%
|
|
