|
126
|
Aspirean Wealth
Mill Valley,
California
|
$34.1M
|
+$33.8M
|
+229,229
|
New
|
|
|
127
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$33.7M
|
-$356K
|
-2,410
|
-1%
|
|
|
128
|
Miracle Mile Advisors
Los Angeles,
California
|
$33.4M
|
+$2.71M
|
+18,344
|
+9%
|
|
|
129
|
Equitable Holdings
New York
|
$33.1M
|
+$80.7K
|
+547
|
+0.2%
|
|
|
130
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$32.6M
|
+$32.3M
|
+219,020
|
New
|
|
|
131
|
|
$32.4M
|
-$38.2M
|
-259,161
|
-54%
|
|
|
132
|
Planned Solutions
Folsom,
California
|
$32.2M
|
+$5.53M
|
+37,468
|
+21%
|
|
|
133
|
Squire Investment Management Company
Orem,
Utah
|
$32M
|
+$2.19M
|
+14,829
|
+7%
|
|
|
134
|
Sendero Wealth Management
San Antonio,
Texas
|
$31.8M
|
+$145K
|
+981
|
+0.5%
|
|
|
135
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$31.8M
|
+$80.1K
|
+543
|
+0.3%
|
|
|
136
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$31.3M
|
+$1.12M
|
+7,610
|
+4%
|
|
|
137
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$31.1M
|
+$5.34M
|
+36,198
|
+21%
|
|
|
138
|
Whitney & Co
Rochester,
New York
|
$31M
|
+$282K
|
+1,909
|
+0.9%
|
|
|
139
|
Trevian Wealth Management
Weston,
Massachusetts
|
$31M
|
+$2.65M
|
+17,954
|
+9%
|
|
|
140
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$30.4M
|
+$4.08M
|
+27,645
|
+16%
|
|
|
141
|
Cigna Investments
Bloomfield,
Connecticut
|
$30.1M
|
-$1.97M
|
-13,330
|
-6%
|
|
|
142
|
Kaydan Wealth Management
Fenton,
Michigan
|
$30.1M
|
-$596K
|
-4,040
|
-2%
|
|
|
143
|
Sweeney & Michel
Chico,
California
|
$29.6M
|
+$1.51M
|
+10,223
|
+6%
|
|
|
144
|
NewEdge Advisors
New Orleans,
Louisiana
|
$29.2M
|
+$752K
|
+5,096
|
+3%
|
|
|
145
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$29.2M
|
-$716K
|
-4,851
|
-2%
|
|
|
146
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
$28.6M
|
+$28.3M
|
+192,045
|
New
|
|
|
147
|
MontVue Capital Management
Lynchburg,
Virginia
|
$28.2M
|
-$55.9K
|
-379
|
-0.2%
|
|
|
148
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$28M
|
-$2.01M
|
-13,638
|
-7%
|
|
|
149
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$27.8M
|
-$1.74M
|
-11,823
|
-6%
|
|
|
150
|
Northern Trust
Chicago,
Illinois
|
$27.7M
|
-$1.25M
|
-8,478
|
-4%
|
|
