|
51
|
TCP Asset Management
Columbus,
Ohio
|
$49.5M
|
+$422K
|
+8,433
|
+0.9%
|
|
|
52
|
CVA Family Office
Denver,
Colorado
|
$49M
|
+$5.84M
|
+116,690
|
+14%
|
|
|
53
|
Advisornet Financial
Minnetonka,
Minnesota
|
$48.3M
|
-$6.29M
|
-125,747
|
-12%
|
|
|
54
|
Advisory Alpha
Holland,
Michigan
|
$47.2M
|
+$3.2M
|
+63,975
|
+8%
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$46.6M
|
-$442K
|
-8,829
|
-1%
|
|
|
56
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$46.5M
|
+$157K
|
+3,140
|
+0.4%
|
|
|
57
|
EP Wealth Advisors
Torrance,
California
|
$46M
|
-$753K
|
-15,053
|
-2%
|
|
|
58
|
SC&H Financial Advisors
Sparks,
Maryland
|
$45.7M
|
+$517K
|
+10,322
|
+1%
|
|
|
59
|
Plancorp LLC
Saint Louis,
Missouri
|
$45M
|
+$3.74M
|
+74,685
|
+9%
|
|
|
60
|
Fonville Wealth Management
Richmond,
Virginia
|
$43.4M
|
-$371K
|
-7,417
|
-0.9%
|
|
|
61
|
ACT Advisors
Asheville,
North Carolina
|
$42.2M
|
+$5.13M
|
+102,459
|
+14%
|
|
|
62
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$41.5M
|
+$20.1M
|
+400,848
|
+100%
|
|
|
63
|
Highland Financial Advisors
Wayne,
New Jersey
|
$41.1M
|
-$789K
|
-15,771
|
-2%
|
|
|
64
|
Timonier Family Office
Winston Salem,
North Carolina
|
$40.9M
|
+$39.6M
|
+790,436
|
New
|
|
|
65
|
Two West Capital Advisors
Overland Park,
Kansas
|
$40.6M
|
-$73.4K
|
-1,467
|
-0.2%
|
|
|
66
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$38.7M
|
+$5.2M
|
+103,990
|
+16%
|
|
|
67
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.2M
|
+$5.38M
|
+107,542
|
+17%
|
|
|
68
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$38M
|
+$1.08M
|
+21,655
|
+3%
|
|
|
69
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$37.8M
|
+$956K
|
+19,109
|
+3%
|
|
|
70
|
Wealthspire Advisors (New York)
New York
|
$37.6M
|
-$4.34M
|
-86,713
|
-11%
|
|
|
71
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$36.7M
|
+$115K
|
+2,296
|
+0.3%
|
|
|
72
|
Private Wealth Management Group
Princeton,
New Jersey
|
$36.6M
|
+$1.8M
|
+36,039
|
+5%
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$36.5M
|
-$189K
|
-3,778
|
-0.5%
|
|
|
74
|
Pathstone Holdings
Englewood,
New Jersey
|
$36.3M
|
+$1.1M
|
+21,923
|
+3%
|
|
|
75
|
Zhang Financial
Portage,
Michigan
|
$35.6M
|
-$1.03M
|
-20,533
|
-3%
|
|
