|
51
|
Advisory Alpha
Holland,
Michigan
|
$41.2M
|
+$1.85M
|
+40,014
|
+5%
|
|
|
52
|
Note Advisors
Buffalo,
New York
|
$40.8M
|
+$2.41M
|
+51,969
|
+6%
|
|
|
53
|
Fonville Wealth Management
Richmond,
Virginia
|
$39.9M
|
+$725K
|
+15,640
|
+2%
|
|
|
54
|
SC&H Financial Advisors
Sparks,
Maryland
|
$39.4M
|
+$1.36M
|
+29,245
|
+4%
|
|
|
55
|
VeraBank
Henderson,
Texas
|
$39.4M
|
+$1.39M
|
+30,078
|
+4%
|
|
|
56
|
Wealthspire Advisors (New York)
New York
|
$38.6M
|
-$228K
|
-4,919
|
-0.6%
|
|
|
57
|
Liberty Wealth Management
Oakland,
California
|
$37.6M
|
-$457K
|
-9,864
|
-1%
|
|
|
58
|
Plancorp LLC
Saint Louis,
Missouri
|
$37M
|
-$234K
|
-5,057
|
-0.6%
|
|
|
59
|
Two West Capital Advisors
Overland Park,
Kansas
|
$36.9M
|
-$262K
|
-5,648
|
-0.7%
|
|
|
60
|
Timonier Family Office
Winston Salem,
North Carolina
|
$36.4M
|
+$2.21M
|
+47,583
|
+7%
|
|
|
61
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$36.3M
|
+$14.7M
|
+317,633
|
+69%
|
|
|
62
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$35M
|
+$34.6M
|
+746,918
|
New
|
|
|
63
|
Highland Financial Advisors
Wayne,
New Jersey
|
$34.8M
|
+$758K
|
+16,349
|
+2%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$32.6M
|
+$186K
|
+4,009
|
+0.6%
|
|
|
65
|
Zhang Financial
Portage,
Michigan
|
$31.5M
|
+$818K
|
+17,657
|
+3%
|
|
|
66
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$31.5M
|
+$653K
|
+14,081
|
+2%
|
|
|
67
|
UBS Group
Zurich,
Switzerland
|
$31.1M
|
-$2.53M
|
-54,581
|
-8%
|
|
|
68
|
Pathstone Holdings
Englewood,
New Jersey
|
$31.1M
|
+$2.37M
|
+51,201
|
+8%
|
|
|
69
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$31.1M
|
+$45.5K
|
+982
|
+0.1%
|
|
|
70
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$30.7M
|
+$403K
|
+8,698
|
+1%
|
|
|
71
|
ACT Advisors
Asheville,
North Carolina
|
$30.7M
|
+$1.7M
|
+36,723
|
+6%
|
|
|
72
|
CVA Family Office
Denver,
Colorado
|
$30.4M
|
+$7.73M
|
+166,697
|
+34%
|
|
|
73
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$29.7M
|
+$501K
|
+10,812
|
+2%
|
|
|
74
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$29.6M
|
-$3.1K
|
-67
|
-0%
|
|
|
75
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$29.1M
|
-$225K
|
-4,859
|
-0.8%
|
|
