|
51
|
EP Wealth Advisors
Torrance,
California
|
$40.8M
|
-$1.4M
|
-29,802
|
-3%
|
|
|
52
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$40.5M
|
-$578K
|
-12,299
|
-1%
|
|
|
53
|
VeraBank
Henderson,
Texas
|
$39.7M
|
+$1.81M
|
+38,591
|
+5%
|
|
|
54
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$39.6M
|
+$4.78M
|
+101,558
|
+13%
|
|
|
55
|
SC&H Financial Advisors
Sparks,
Maryland
|
$39.4M
|
+$1.43M
|
+30,470
|
+4%
|
|
|
56
|
Two West Capital Advisors
Overland Park,
Kansas
|
$38.9M
|
+$209K
|
+4,440
|
+0.6%
|
|
|
57
|
Advisory Alpha
Holland,
Michigan
|
$38.3M
|
-$1.47M
|
-31,335
|
-4%
|
|
|
58
|
Fonville Wealth Management
Richmond,
Virginia
|
$38.2M
|
-$276K
|
-5,864
|
-0.7%
|
|
|
59
|
CVA Family Office
Denver,
Colorado
|
$37.5M
|
+$8.53M
|
+181,459
|
+28%
|
|
|
60
|
Plancorp LLC
Saint Louis,
Missouri
|
$37.3M
|
+$174K
|
+3,700
|
+0.5%
|
|
|
61
|
Wealthspire Advisors (New York)
New York
|
$36.7M
|
-$504K
|
-10,725
|
-1%
|
|
|
62
|
Highland Financial Advisors
Wayne,
New Jersey
|
$36.6M
|
+$3.1M
|
+65,925
|
+9%
|
|
|
63
|
Liberty Wealth Management
Oakland,
California
|
$32.5M
|
-$3.98M
|
-84,559
|
-11%
|
|
|
64
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$32.2M
|
+$2.67M
|
+56,845
|
+9%
|
|
|
65
|
ACT Advisors
Asheville,
North Carolina
|
$32.2M
|
+$2.67M
|
+56,845
|
+9%
|
|
|
66
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$32.1M
|
+$2.27M
|
+48,264
|
+7%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$32M
|
+$612K
|
+13,019
|
+2%
|
|
|
68
|
Zhang Financial
Portage,
Michigan
|
$32M
|
+$1.66M
|
+35,264
|
+5%
|
|
|
69
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$31.9M
|
+$1.62M
|
+34,522
|
+5%
|
|
|
70
|
MAI Capital Management
Independence,
Ohio
|
$31.4M
|
+$5.07M
|
+107,723
|
+18%
|
|
|
71
|
Pathstone Holdings
Englewood,
New Jersey
|
$30.7M
|
+$743K
|
+15,800
|
+2%
|
|
|
72
|
Private Wealth Management Group
Princeton,
New Jersey
|
$30.3M
|
+$4.64M
|
+98,620
|
+17%
|
|
|
73
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$29.2M
|
+$1.19M
|
+25,365
|
+4%
|
|
|
74
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$29M
|
+$8.79M
|
+186,997
|
+41%
|
|
|
75
|
UBS Group
Zurich,
Switzerland
|
$28.6M
|
-$1.48M
|
-31,532
|
-5%
|
|
