|
51
|
OLIO Financial Planning
Mclean,
Virginia
|
$42.4M
|
+$29.7M
|
+463,492
|
+230%
|
|
|
52
|
Apella Capital
West Hartford,
Connecticut
|
$42M
|
+$96.9K
|
+1,511
|
+0.2%
|
|
|
53
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$41.6M
|
+$164K
|
+2,559
|
+0.4%
|
|
|
54
|
Asset Dedication LLC
San Francisco,
California
|
$41.3M
|
+$4.12M
|
+64,184
|
+11%
|
|
|
55
|
Everest Management Corp
Cupertino,
California
|
$41.2M
|
+$41.4M
|
+646,347
|
New
|
|
|
56
|
American Investment Services
Great Barrington,
Massachusetts
|
$40.8M
|
+$51K
|
+795
|
+0.1%
|
|
|
57
|
KM Capital Management
Austin,
Texas
|
$39M
|
+$28.2K
|
+440
|
+0.1%
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$38.4M
|
-$3.65M
|
-56,910
|
-9%
|
|
|
59
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$38.3M
|
+$38.5M
|
+600,697
|
New
|
|
|
60
|
Wealthstream Advisors
New York
|
$37.4M
|
-$441K
|
-6,880
|
-1%
|
|
|
61
|
|
$36.6M
|
-$2.19M
|
-34,122
|
-6%
|
|
|
62
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$35.9M
|
+$36.1M
|
+562,446
|
New
|
|
|
63
|
Essential Planning
Portsmouth,
New Hampshire
|
$34.3M
|
+$33.8M
|
+527,474
|
+6,397%
|
|
|
64
|
Helen Stephens Group
Fort Worth,
Texas
|
$33.9M
|
+$33.1M
|
+516,534
|
+3,374%
|
|
|
65
|
Equitable Holdings
New York
|
$33.2M
|
+$982K
|
+15,323
|
+3%
|
|
|
66
|
Heritage Investment Group
Pompano Beach,
Florida
|
$32.4M
|
-$50.8K
|
-793
|
-0.2%
|
|
|
67
|
HighTower Advisors
Chicago,
Illinois
|
$32.3M
|
-$101K
|
-1,578
|
-0.3%
|
|
|
68
|
Crown Wealth Group
Charlotte,
North Carolina
|
$31.6M
|
+$6.83M
|
+106,463
|
+27%
|
|
|
69
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$31.5M
|
+$4.15M
|
+64,668
|
+15%
|
|
|
70
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$31.3M
|
-$447K
|
-6,975
|
-1%
|
|
|
71
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$30.6M
|
+$684K
|
+10,664
|
+2%
|
|
|
72
|
Retirement Solution
Redmond,
Washington
|
$30.2M
|
-$1.35M
|
-20,998
|
-4%
|
|
|
73
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$29.8M
|
-$1.27M
|
-19,875
|
-4%
|
|
|
74
|
Dixon Fnancial Services
Lafayette,
California
|
$28.9M
|
-$1.21M
|
-18,863
|
-4%
|
|
|
75
|
Graver Capital Management
Columbus,
Ohio
|
$28.4M
|
+$28.6M
|
+445,379
|
New
|
|
