|
51
|
AssetMark Inc
Concord,
California
|
$46.7M
|
-$33.5M
|
-540,898
|
-44%
|
|
|
52
|
Helen Stephens Group
Fort Worth,
Texas
|
$46.6M
|
+$6.06M
|
+97,886
|
+16%
|
|
|
53
|
McLean Asset Management
Tysons,
Virginia
|
$45.5M
|
+$59.8K
|
+965
|
+0.1%
|
|
|
54
|
Asset Dedication LLC
San Francisco,
California
|
$44.9M
|
+$2.57M
|
+41,469
|
+7%
|
|
|
55
|
Freedom Investment Management
Hartford,
Connecticut
|
$44.6M
|
+$22.7M
|
+366,852
|
+123%
|
|
|
56
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$43.2M
|
+$3.55M
|
+57,278
|
+10%
|
|
|
57
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$42.7M
|
-$1.12M
|
-18,090
|
-3%
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$40.3M
|
+$2.97M
|
+47,970
|
+9%
|
|
|
59
|
Crown Wealth Group
Charlotte,
North Carolina
|
$39M
|
+$9.07M
|
+146,423
|
+34%
|
|
|
60
|
|
$38.5M
|
+$343K
|
+5,535
|
+1%
|
|
|
61
|
KM Capital Management
Austin,
Texas
|
$38M
|
-$15K
|
-242
|
-0%
|
|
|
62
|
Equitable Holdings
New York
|
$36.7M
|
+$1.3M
|
+20,932
|
+4%
|
|
|
63
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$34.8M
|
+$446K
|
+7,202
|
+1%
|
|
|
64
|
Mason & Associates (California)
Los Angeles,
California
|
$34.3M
|
-$34.5M
|
-557,594
|
-52%
|
|
|
65
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$34.1M
|
+$1.97M
|
+31,876
|
+7%
|
|
|
66
|
Heritage Investment Group
Pompano Beach,
Florida
|
$33.8M
|
-$155K
|
-2,508
|
-0.5%
|
|
|
67
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$33.5M
|
+$2.68M
|
+43,305
|
+9%
|
|
|
68
|
HighTower Advisors
Chicago,
Illinois
|
$33.4M
|
-$568K
|
-9,167
|
-2%
|
|
|
69
|
Graver Capital Management
Columbus,
Ohio
|
$33.4M
|
+$2.18M
|
+35,143
|
+8%
|
|
|
70
|
Wealthstream Advisors
New York
|
$33.4M
|
-$309K
|
-4,997
|
-1%
|
|
|
71
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$32.3M
|
-$297K
|
-4,796
|
-1%
|
|
|
72
|
AG Asset Advisory
Los Angeles,
California
|
$30.2M
|
+$124K
|
+2,005
|
+0.4%
|
|
|
73
|
Retirement Solution
Redmond,
Washington
|
$30.1M
|
-$533K
|
-8,612
|
-2%
|
|
|
74
|
TCP Asset Management
Columbus,
Ohio
|
$30M
|
+$595K
|
+9,604
|
+2%
|
|
|
75
|
Dixon Fnancial Services
Lafayette,
California
|
$29.6M
|
-$147K
|
-2,378
|
-0.5%
|
|
