|
126
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$20.1M
|
+$966K
|
+17,096
|
+5%
|
|
|
127
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$20M
|
+$2.06M
|
+36,405
|
+12%
|
|
|
128
|
Stratos Investment Management
Beachwood,
Ohio
|
$19.8M
|
+$1.39M
|
+24,609
|
+8%
|
|
|
129
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$19.6M
|
+$1.16M
|
+20,521
|
+7%
|
|
|
130
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$19.4M
|
-$19.2M
|
-340,438
|
-51%
|
|
|
131
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.1M
|
+$903K
|
+15,977
|
+5%
|
|
|
132
|
Aspiriant LLC
Los Angeles,
California
|
$19.1M
|
+$160K
|
+2,836
|
+0.9%
|
|
|
133
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$19M
|
+$953K
|
+16,861
|
+5%
|
|
|
134
|
|
$19M
|
+$18.3M
|
+323,326
|
New
|
|
|
135
|
|
$18.7M
|
-$804K
|
-14,218
|
-4%
|
|
|
136
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$18.3M
|
-$2.25M
|
-39,730
|
-11%
|
|
|
137
|
Sage Financial Management Group
Mclean,
Virginia
|
$17.9M
|
+$956K
|
+16,912
|
+6%
|
|
|
138
|
Newton One Investments
Newark,
Delaware
|
$17.8M
|
-$63.6K
|
-1,126
|
-0.4%
|
|
|
139
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$17.6M
|
+$1.28M
|
+22,713
|
+8%
|
|
|
140
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$17.5M
|
+$1.77M
|
+31,262
|
+12%
|
|
|
141
|
Telos Capital Management
San Diego,
California
|
$17.5M
|
+$139K
|
+2,458
|
+0.8%
|
|
|
142
|
Madison Asset Management
Madison,
Wisconsin
|
$17.4M
|
-$8.25M
|
-145,973
|
-33%
|
|
|
143
|
Sentinel Trust
Houston,
Texas
|
$17.1M
|
-$5.86M
|
-103,693
|
-26%
|
|
|
144
|
Callan Capital
La Jolla,
California
|
$16.4M
|
-$146K
|
-2,588
|
-0.9%
|
|
|
145
|
Stephens Inc
Little Rock,
Arkansas
|
$16.3M
|
+$1.53M
|
+27,152
|
+11%
|
|
|
146
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$16.2M
|
-$919K
|
-16,265
|
-6%
|
|
|
147
|
SouthState Corp
Winter Haven,
Florida
|
$16M
|
-$760K
|
-13,451
|
-5%
|
|
|
148
|
Mercer Global Advisors
Denver,
Colorado
|
$15.9M
|
+$1.84M
|
+32,481
|
+14%
|
|
|
149
|
InterOcean Capital Group
Nashville,
Tennessee
|
$15.6M
|
+$250K
|
+4,421
|
+2%
|
|
|
150
|
Lido Advisors
Los Angeles,
California
|
$15.6M
|
-$14.7M
|
-260,063
|
-49%
|
|
