|
126
|
Estate Counselors
Thiensville,
Wisconsin
|
$18.8M
|
-$364K
|
-6,710
|
-2%
|
|
|
127
|
Watershed Asset Management
San Francisco,
California
|
$18.8M
|
-$5.15M
|
-95,000
|
-22%
|
|
|
128
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.9M
|
+$2.28M
|
+42,022
|
+15%
|
|
|
129
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.9M
|
-$1.88M
|
-34,719
|
-10%
|
|
|
130
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$17.8M
|
–
|
–
|
–
|
|
|
131
|
Mercer Global Advisors
Denver,
Colorado
|
$17.8M
|
-$1.78M
|
-32,926
|
-9%
|
|
|
132
|
Newton One Investments
Newark,
Delaware
|
$17.6M
|
+$328K
|
+6,057
|
+2%
|
|
|
133
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$17.5M
|
+$1.67M
|
+30,779
|
+11%
|
|
|
134
|
Aspiriant LLC
Los Angeles,
California
|
$17.5M
|
+$136K
|
+2,503
|
+0.8%
|
|
|
135
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$17.2M
|
-$252K
|
-4,658
|
-1%
|
|
|
136
|
SouthState Corp
Winter Haven,
Florida
|
$17.1M
|
-$658K
|
-12,143
|
-4%
|
|
|
137
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$16.9M
|
–
|
–
|
–
|
|
|
138
|
Callan Capital
La Jolla,
California
|
$16.7M
|
-$1.68M
|
-30,941
|
-9%
|
|
|
139
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$16.5M
|
+$518K
|
+9,549
|
+3%
|
|
|
140
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$16.5M
|
+$418K
|
+7,704
|
+3%
|
|
|
141
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$16.4M
|
-$335K
|
-6,186
|
-2%
|
|
|
142
|
Telos Capital Management
San Diego,
California
|
$16.3M
|
+$436K
|
+8,044
|
+3%
|
|
|
143
|
FDx Advisors
Chicago,
Illinois
|
$16M
|
-$197K
|
-3,631
|
-1%
|
|
|
144
|
Kestra Advisory Services
Austin,
Texas
|
$15.9M
|
+$536K
|
+9,898
|
+4%
|
|
|
145
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.8M
|
-$5.37K
|
-99
|
-0%
|
|
|
146
|
Stratos Investment Management
Beachwood,
Ohio
|
$15.2M
|
+$514K
|
+9,489
|
+4%
|
|
|
147
|
Bartlett & Co
Cincinnati,
Ohio
|
$14.6M
|
-$34.4K
|
-635
|
-0.2%
|
|
|
148
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$14.6M
|
-$34.4K
|
-635
|
-0.2%
|
|
|
149
|
Firestone Capital Management
Coral Gables,
Florida
|
$14.4M
|
-$100K
|
-1,847
|
-0.7%
|
|
|
150
|
Lido Advisors
Los Angeles,
California
|
$14.4M
|
+$248K
|
+4,568
|
+2%
|
|
