|
126
|
Somnio Financial Group
Glastonbury,
Connecticut
|
$22.9M
|
+$447K
|
+7,420
|
+2%
|
|
|
127
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$22.7M
|
-$3.99M
|
-66,204
|
-15%
|
|
|
128
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$22.7M
|
-$40.6K
|
-675
|
-0.2%
|
|
|
129
|
Sage Financial Management Group
Mclean,
Virginia
|
$22.3M
|
+$21.4M
|
+354,631
|
New
|
|
|
130
|
Sentinel Trust
Houston,
Texas
|
$22.1M
|
+$3.58M
|
+59,400
|
+20%
|
|
|
131
|
Kestra Advisory Services
Austin,
Texas
|
$21.4M
|
-$6.22M
|
-103,206
|
-23%
|
|
|
132
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$20.7M
|
-$551K
|
-9,150
|
-3%
|
|
|
133
|
Newton One Investments
Newark,
Delaware
|
$20.5M
|
+$1.19M
|
+19,697
|
+6%
|
|
|
134
|
Aspiriant LLC
Los Angeles,
California
|
$20.4M
|
+$13.4K
|
+223
|
+0.1%
|
|
|
135
|
|
$20.2M
|
+$126K
|
+2,099
|
+0.7%
|
|
|
136
|
Whittier Trust
South Pasadena,
California
|
$19.9M
|
-$2.53M
|
-42,001
|
-12%
|
|
|
137
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$19.8M
|
+$27.6K
|
+459
|
+0.1%
|
|
|
138
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$19.4M
|
-$774K
|
-12,850
|
-4%
|
|
|
139
|
Tolleson Wealth Management
Dallas,
Texas
|
$18.9M
|
-$3.99M
|
-66,174
|
-18%
|
|
|
140
|
Telos Capital Management
San Diego,
California
|
$18.8M
|
+$229K
|
+3,796
|
+1%
|
|
|
141
|
Lido Advisors
Los Angeles,
California
|
$18.3M
|
+$2.09M
|
+34,712
|
+14%
|
|
|
142
|
Sollinda Capital Management
Miami,
Florida
|
$18M
|
-$356K
|
-5,919
|
-2%
|
|
|
143
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$17.3M
|
+$887K
|
+14,721
|
+6%
|
|
|
144
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$17.1M
|
-$335K
|
-5,557
|
-2%
|
|
|
145
|
Callan Capital
La Jolla,
California
|
$17.1M
|
-$252K
|
-4,187
|
-2%
|
|
|
146
|
AllGen Financial Advisors
Orlando,
Florida
|
$16.9M
|
+$16.2M
|
+268,774
|
New
|
|
|
147
|
TL Private Wealth
Southlake,
Texas
|
$16.6M
|
+$82.1K
|
+1,364
|
+0.5%
|
|
|
148
|
|
$16.4M
|
+$75.8K
|
+1,259
|
+0.5%
|
|
|
149
|
SouthState Corp
Winter Haven,
Florida
|
$16.4M
|
-$707K
|
-11,748
|
-4%
|
|
|
150
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$16.3M
|
-$330K
|
-5,483
|
-2%
|
|
