|
51
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$39.6M
|
+$162K
|
+2,532
|
+0.4%
|
|
|
52
|
Everest Management Corp
Cupertino,
California
|
$38.6M
|
-$500K
|
-7,819
|
-1%
|
|
|
53
|
American Investment Services
Great Barrington,
Massachusetts
|
$38.4M
|
-$363K
|
-5,676
|
-0.9%
|
|
|
54
|
Asset Dedication LLC
San Francisco,
California
|
$38M
|
-$1.23M
|
-19,199
|
-3%
|
|
|
55
|
McLean Asset Management
Tysons,
Virginia
|
$36.2M
|
-$774K
|
-12,113
|
-2%
|
|
|
56
|
Helen Stephens Group
Fort Worth,
Texas
|
$36.1M
|
+$4.21M
|
+65,857
|
+12%
|
|
|
57
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$35.5M
|
+$1.61M
|
+25,239
|
+4%
|
|
|
58
|
|
$34.4M
|
-$300K
|
-4,692
|
-0.8%
|
|
|
59
|
KM Capital Management
Austin,
Texas
|
$34.3M
|
-$2.78M
|
-43,547
|
-7%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$33.5M
|
-$3.07M
|
-48,112
|
-8%
|
|
|
61
|
Equitable Holdings
New York
|
$31.8M
|
+$376K
|
+5,885
|
+1%
|
|
|
62
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$31M
|
+$1.18M
|
+18,486
|
+4%
|
|
|
63
|
HighTower Advisors
Chicago,
Illinois
|
$30.7M
|
+$29.7K
|
+465
|
+0.1%
|
|
|
64
|
Heritage Investment Group
Pompano Beach,
Florida
|
$30.7M
|
-$38.9K
|
-608
|
-0.1%
|
|
|
65
|
Wealthstream Advisors
New York
|
$30.4M
|
-$5.34M
|
-83,608
|
-14%
|
|
|
66
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$29.5M
|
-$279K
|
-4,364
|
-0.9%
|
|
|
67
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$28.8M
|
-$192K
|
-2,998
|
-0.6%
|
|
|
68
|
Graver Capital Management
Columbus,
Ohio
|
$28M
|
+$1.14M
|
+17,765
|
+4%
|
|
|
69
|
Retirement Solution
Redmond,
Washington
|
$27.7M
|
-$1.03M
|
-16,163
|
-3%
|
|
|
70
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$27.6M
|
-$753K
|
-11,777
|
-3%
|
|
|
71
|
Fischer Investment Strategies
Westlake Village,
California
|
$27.5M
|
+$12M
|
+188,298
|
+71%
|
|
|
72
|
AG Asset Advisory
Los Angeles,
California
|
$27.1M
|
+$310K
|
+4,852
|
+1%
|
|
|
73
|
Dixon Fnancial Services
Lafayette,
California
|
$26.9M
|
-$560K
|
-8,756
|
-2%
|
|
|
74
|
TCP Asset Management
Columbus,
Ohio
|
$26.5M
|
+$434K
|
+6,793
|
+2%
|
|
|
75
|
Crown Wealth Group
Charlotte,
North Carolina
|
$26.3M
|
-$3.91M
|
-61,263
|
-12%
|
|
