|
51
|
VeraBank
Henderson,
Texas
|
$32.3M
|
+$5.04M
|
+128,611
|
+20%
|
|
|
52
|
MASECO Private Wealth
London,
|
$32.1M
|
+$29.7M
|
+756,976
|
New
|
|
|
53
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$32M
|
-$1.13M
|
-28,778
|
-4%
|
|
|
54
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$31M
|
+$549K
|
+14,013
|
+2%
|
|
|
55
|
Highland Financial Advisors
Wayne,
New Jersey
|
$29.4M
|
+$613K
|
+15,643
|
+2%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$28.6M
|
-$7.53K
|
-192
|
-0%
|
|
|
57
|
|
$28.4M
|
-$24.5M
|
-625,427
|
-48%
|
|
|
58
|
Timonier Family Office
Winston Salem,
North Carolina
|
$27.7M
|
+$3.23M
|
+82,307
|
+14%
|
|
|
59
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$27.5M
|
+$1.65M
|
+42,124
|
+7%
|
|
|
60
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$27.4M
|
-$132K
|
-3,378
|
-0.5%
|
|
|
61
|
AWM Capital
Phoenix,
Arizona
|
$27.4M
|
+$3.81M
|
+97,269
|
+18%
|
|
|
62
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$26.6M
|
+$940K
|
+23,990
|
+4%
|
|
|
63
|
Zhang Financial
Portage,
Michigan
|
$26.6M
|
+$7.06M
|
+180,210
|
+40%
|
|
|
64
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$26.5M
|
+$897K
|
+22,878
|
+4%
|
|
|
65
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$26.2M
|
+$2.04M
|
+52,073
|
+9%
|
|
|
66
|
Quantum Financial Advisors
El Segundo,
California
|
$25.3M
|
-$427K
|
-10,889
|
-2%
|
|
|
67
|
ACT Advisors
Asheville,
North Carolina
|
$24.8M
|
-$103K
|
-2,639
|
-0.4%
|
|
|
68
|
Stifel Financial
St. Louis,
Missouri
|
$24.7M
|
-$138K
|
-3,517
|
-0.6%
|
|
|
69
|
M Wealth Management LLC
San Diego,
California
|
$24.6M
|
-$27.2K
|
-693
|
-0.1%
|
|
|
70
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
+$987K
|
+25,168
|
+5%
|
|
|
71
|
Kure Advisory
Plymouth,
Minnesota
|
$23.5M
|
+$1.68M
|
+42,906
|
+8%
|
|
|
72
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.5M
|
+$2.6M
|
+66,280
|
+14%
|
|
|
73
|
Pathstone Holdings
Englewood,
New Jersey
|
$22.4M
|
+$1.42M
|
+36,199
|
+7%
|
|
|
74
|
MAI Capital Management
Independence,
Ohio
|
$22.2M
|
+$1.47M
|
+37,508
|
+8%
|
|
|
75
|
Morling Financial Advisors
Fremont,
California
|
$22M
|
+$225K
|
+5,736
|
+1%
|
|
