|
51
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$18.4M
|
-$661K
|
-13,067
|
-3%
|
|
|
52
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$17.8M
|
+$1.04M
|
+20,653
|
+6%
|
|
|
53
|
Founders Financial Securities
Towson,
Maryland
|
$17M
|
+$6.86M
|
+135,533
|
+68%
|
|
|
54
|
J2 Capital Management
Troy,
Michigan
|
$16.9M
|
-$246K
|
-4,859
|
-1%
|
|
|
55
|
Moulton Wealth Management
Spokane,
Washington
|
$16.9M
|
+$2.44M
|
+48,253
|
+17%
|
|
|
56
|
Waverly Advisors
Birmingham,
Alabama
|
$16.7M
|
+$13.7M
|
+270,783
|
+458%
|
|
|
57
|
Farther Finance Advisors
San Francisco,
California
|
$15.7M
|
+$2.77M
|
+54,687
|
+21%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$15.4M
|
+$4.58M
|
+90,529
|
+42%
|
|
|
59
|
HighTower Advisors
Chicago,
Illinois
|
$15.3M
|
+$1.38M
|
+27,316
|
+10%
|
|
|
60
|
Oxbow Advisors
Austin,
Texas
|
$15.1M
|
+$105K
|
+2,084
|
+0.7%
|
|
|
61
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
$14.7M
|
+$1.17M
|
+23,185
|
+9%
|
|
|
62
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$14.3M
|
+$2.94M
|
+58,043
|
+26%
|
|
|
63
|
Equitable Holdings
New York
|
$14M
|
-$310K
|
-6,133
|
-2%
|
|
|
64
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$13.5M
|
-$63.6K
|
-1,258
|
-0.5%
|
|
|
65
|
Lunt Capital Management
Holladay,
Utah
|
$13.4M
|
-$561K
|
-11,082
|
-4%
|
|
|
66
|
|
$13.1M
|
+$1.59M
|
+31,411
|
+14%
|
|
|
67
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$12M
|
-$1.15M
|
-22,802
|
-9%
|
|
|
68
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$11.7M
|
-$122K
|
-2,417
|
-1%
|
|
|
69
|
Atria Investments
Charlotte,
North Carolina
|
$11.3M
|
+$304
|
+6
|
+0%
|
|
|
70
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$11.1M
|
+$1.06M
|
+20,940
|
+11%
|
|
|
71
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10.7M
|
+$2.03M
|
+40,198
|
+24%
|
|
|
72
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.5M
|
+$2M
|
+39,554
|
+23%
|
|
|
73
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.5M
|
+$2M
|
+39,554
|
+23%
|
|
|
74
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$10.5M
|
+$159K
|
+3,142
|
+2%
|
|
|
75
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$10.5M
|
+$3.27M
|
+64,639
|
+45%
|
|
