|
126
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$17.3M
|
+$985K
|
+18,204
|
+6%
|
|
|
127
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$17.3M
|
+$592K
|
+10,947
|
+3%
|
|
|
128
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$17M
|
–
|
–
|
–
|
|
|
129
|
Newton One Investments
Newark,
Delaware
|
$16.8M
|
+$103K
|
+1,908
|
+0.6%
|
|
|
130
|
Kestra Advisory Services
Austin,
Texas
|
$16.7M
|
+$1.57M
|
+28,952
|
+10%
|
|
|
131
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$16.5M
|
+$878K
|
+16,227
|
+5%
|
|
|
132
|
Aspiriant LLC
Los Angeles,
California
|
$16.5M
|
-$132K
|
-2,446
|
-0.8%
|
|
|
133
|
SouthState Corp
Winter Haven,
Florida
|
$15.9M
|
-$428K
|
-7,917
|
-3%
|
|
|
134
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$15.8M
|
+$112K
|
+2,077
|
+0.7%
|
|
|
135
|
|
$15.8M
|
-$10.8M
|
-198,926
|
-39%
|
|
|
136
|
Callan Capital
La Jolla,
California
|
$15.7M
|
-$237K
|
-4,388
|
-1%
|
|
|
137
|
FDx Advisors
Chicago,
Illinois
|
$15.6M
|
+$399K
|
+7,379
|
+3%
|
|
|
138
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.4M
|
-$1.69M
|
-31,285
|
-10%
|
|
|
139
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$15.4M
|
-$247K
|
-4,567
|
-2%
|
|
|
140
|
Telos Capital Management
San Diego,
California
|
$15.3M
|
-$223K
|
-4,117
|
-1%
|
|
|
141
|
Stratos Investment Management
Beachwood,
Ohio
|
$15.1M
|
+$725K
|
+13,398
|
+5%
|
|
|
142
|
Tolleson Wealth Management
Dallas,
Texas
|
$14.9M
|
+$5.04M
|
+93,123
|
+48%
|
|
|
143
|
BNP Paribas Financial Markets
Paris,
France
|
$14.9M
|
+$11.8M
|
+218,922
|
+322%
|
|
|
144
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$14.4M
|
-$674K
|
-12,450
|
-4%
|
|
|
145
|
Sage Financial Management Group
Mclean,
Virginia
|
$14.1M
|
+$14.7M
|
+272,479
|
New
|
|
|
146
|
InterOcean Capital Group
Nashville,
Tennessee
|
$14M
|
+$12.7M
|
+235,401
|
+690%
|
|
|
147
|
Bartlett & Co
Cincinnati,
Ohio
|
$14M
|
+$2.71K
|
+50
|
+0%
|
|
|
148
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$14M
|
+$2.71K
|
+50
|
+0%
|
|
|
149
|
Archvest Wealth Advisors
Concord,
California
|
$13.6M
|
+$2.36M
|
+43,537
|
+20%
|
|
|
150
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$13.6M
|
-$9.31M
|
-172,081
|
-40%
|
|
