|
51
|
American Investment Services
Great Barrington,
Massachusetts
|
$39.8M
|
-$661K
|
-11,047
|
-2%
|
|
|
52
|
KM Capital Management
Austin,
Texas
|
$38M
|
-$1.47M
|
-24,531
|
-4%
|
|
|
53
|
Bank of America
Charlotte,
North Carolina
|
$37.9M
|
+$748K
|
+12,501
|
+2%
|
|
|
54
|
|
$37.8M
|
+$1.14M
|
+19,076
|
+3%
|
|
|
55
|
Wealthstream Advisors
New York
|
$36.9M
|
-$1.45M
|
-24,295
|
-4%
|
|
|
56
|
Asset Dedication LLC
San Francisco,
California
|
$36.3M
|
+$5.51M
|
+91,971
|
+19%
|
|
|
57
|
Quadcap Wealth Management
Frisco,
Texas
|
$35.3M
|
+$10.8M
|
+180,297
|
+47%
|
|
|
58
|
Heritage Investment Group
Pompano Beach,
Florida
|
$31.7M
|
-$140K
|
-2,339
|
-0.5%
|
|
|
59
|
HighTower Advisors
Chicago,
Illinois
|
$31.6M
|
+$27.1K
|
+453
|
+0.1%
|
|
|
60
|
Equitable Holdings
New York
|
$31.4M
|
-$154K
|
-2,578
|
-0.5%
|
|
|
61
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$31M
|
-$525K
|
-8,761
|
-2%
|
|
|
62
|
Retirement Solution
Redmond,
Washington
|
$30.8M
|
+$255K
|
+4,256
|
+0.9%
|
|
|
63
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$30.4M
|
-$439K
|
-7,330
|
-1%
|
|
|
64
|
Dixon Fnancial Services
Lafayette,
California
|
$29.3M
|
-$247K
|
-4,129
|
-0.9%
|
|
|
65
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$29.2M
|
+$700K
|
+11,695
|
+3%
|
|
|
66
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$26.7M
|
+$117K
|
+1,952
|
+0.5%
|
|
|
67
|
TCP Asset Management
Columbus,
Ohio
|
$26.3M
|
+$337K
|
+5,627
|
+1%
|
|
|
68
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$25.6M
|
+$640K
|
+10,698
|
+3%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$24.3M
|
+$1.04M
|
+17,344
|
+5%
|
|
|
70
|
Crown Wealth Group
Charlotte,
North Carolina
|
$24.2M
|
+$787K
|
+13,148
|
+3%
|
|
|
71
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$23.5M
|
+$416K
|
+6,955
|
+2%
|
|
|
72
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$23.5M
|
+$22.6M
|
+377,525
|
New
|
|
|
73
|
Cardiff Park Advisors
Carlsbad,
California
|
$22.8M
|
+$230K
|
+3,838
|
+1%
|
|
|
74
|
Beacon Pointe Advisors
Newport Beach,
California
|
$21.2M
|
+$124K
|
+2,067
|
+0.6%
|
|
|
75
|
Freedom Investment Management
Hartford,
Connecticut
|
$19.9M
|
+$12.4M
|
+206,325
|
+182%
|
|
