|
126
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$21.1M
|
-$209K
|
-3,570
|
-1%
|
|
|
127
|
Whittier Trust
South Pasadena,
California
|
$21M
|
-$268K
|
-4,574
|
-1%
|
|
|
128
|
Somnio Financial Group
Glastonbury,
Connecticut
|
$20.8M
|
+$20.9M
|
+355,447
|
New
|
|
|
129
|
Brown Advisory
Baltimore,
Maryland
|
$20.5M
|
-$1.49M
|
-25,399
|
-7%
|
|
|
130
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$20.4M
|
+$1.42M
|
+24,280
|
+8%
|
|
|
131
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.9M
|
+$821K
|
+13,986
|
+4%
|
|
|
132
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$19.8M
|
+$163K
|
+2,784
|
+0.8%
|
|
|
133
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$19.6M
|
+$2.04M
|
+34,753
|
+12%
|
|
|
134
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$19.2M
|
-$153K
|
-2,604
|
-0.8%
|
|
|
135
|
Aspiriant LLC
Los Angeles,
California
|
$19M
|
-$98K
|
-1,671
|
-0.5%
|
|
|
136
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$18.8M
|
-$2.64M
|
-44,950
|
-12%
|
|
|
137
|
|
$18.7M
|
-$33K
|
-563
|
-0.2%
|
|
|
138
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$18.4M
|
-$1.67M
|
-28,446
|
-8%
|
|
|
139
|
Newton One Investments
Newark,
Delaware
|
$18M
|
+$171K
|
+2,915
|
+1%
|
|
|
140
|
Telos Capital Management
San Diego,
California
|
$17.3M
|
-$228K
|
-3,884
|
-1%
|
|
|
141
|
Sentinel Trust
Houston,
Texas
|
$17.1M
|
-$3.7K
|
-63
|
-0%
|
|
|
142
|
Sollinda Capital Management
Miami,
Florida
|
$17.1M
|
+$7.04M
|
+119,901
|
+70%
|
|
|
143
|
Stephens Inc
Little Rock,
Arkansas
|
$16.6M
|
+$272K
|
+4,631
|
+2%
|
|
|
144
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$16.3M
|
-$2.06M
|
-35,038
|
-11%
|
|
|
145
|
Callan Capital
La Jolla,
California
|
$16.2M
|
-$213K
|
-3,631
|
-1%
|
|
|
146
|
TL Private Wealth
Southlake,
Texas
|
$16M
|
-$55.2K
|
-941
|
-0.4%
|
|
|
147
|
SouthState Corp
Winter Haven,
Florida
|
$16M
|
-$21.2K
|
-361
|
-0.1%
|
|
|
148
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.5M
|
-$761K
|
-12,975
|
-5%
|
|
|
149
|
|
$15.2M
|
+$11.7M
|
+200,182
|
+337%
|
|
|
150
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$15.2M
|
+$566K
|
+9,647
|
+4%
|
|
