|
126
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$20.9M
|
+$131K
|
+2,180
|
+0.6%
|
|
|
127
|
Newton One Investments
Newark,
Delaware
|
$20.7M
|
+$2.13M
|
+35,299
|
+11%
|
|
|
128
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$20.7M
|
+$101K
|
+1,682
|
+0.5%
|
|
|
129
|
Stratos Investment Management
Beachwood,
Ohio
|
$20.7M
|
-$3.62M
|
-60,056
|
-14%
|
|
|
130
|
Kestra Advisory Services
Austin,
Texas
|
$20.5M
|
+$1.09M
|
+18,098
|
+5%
|
|
|
131
|
Whittier Trust
South Pasadena,
California
|
$19.9M
|
+$1.85M
|
+30,704
|
+10%
|
|
|
132
|
|
$18.6M
|
+$214K
|
+3,552
|
+1%
|
|
|
133
|
Aspiriant LLC
Los Angeles,
California
|
$18.5M
|
-$160K
|
-2,649
|
-0.8%
|
|
|
134
|
Zions Bancorporation
Salt Lake City,
Utah
|
$18.2M
|
+$15.1M
|
+250,657
|
+379%
|
|
|
135
|
Telos Capital Management
San Diego,
California
|
$17.9M
|
+$841K
|
+13,953
|
+5%
|
|
|
136
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$17.8M
|
+$18.6M
|
+309,269
|
New
|
|
|
137
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$17.7M
|
-$8.09M
|
-134,228
|
-30%
|
|
|
138
|
Pathstone Holdings
Englewood,
New Jersey
|
$17.5M
|
+$5.82M
|
+96,561
|
+46%
|
|
|
139
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$17.5M
|
-$159K
|
-2,642
|
-0.9%
|
|
|
140
|
Tolleson Wealth Management
Dallas,
Texas
|
$17.3M
|
+$72.9K
|
+1,210
|
+0.4%
|
|
|
141
|
Allworth Financial
Folsom,
California
|
$16.7M
|
+$15.8M
|
+262,174
|
+1,180%
|
|
|
142
|
ETF Portfolio Partners
Leawood,
Kansas
|
$16.3M
|
+$5.87M
|
+97,462
|
+52%
|
|
|
143
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.2M
|
-$4.87M
|
-80,888
|
-22%
|
|
|
144
|
Sollinda Capital Management
Miami,
Florida
|
$16.1M
|
-$332K
|
-5,509
|
-2%
|
|
|
145
|
Lido Advisors
Los Angeles,
California
|
$16M
|
-$675K
|
-11,200
|
-4%
|
|
|
146
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$15.9M
|
+$210K
|
+3,478
|
+1%
|
|
|
147
|
TL Private Wealth
Southlake,
Texas
|
$15.6M
|
+$412K
|
+6,843
|
+3%
|
|
|
148
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$14.9M
|
-$713K
|
-11,831
|
-4%
|
|
|
149
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$14.8M
|
+$226K
|
+3,746
|
+1%
|
|
|
150
|
Ballast Inc
Lexington,
Kentucky
|
$14.8M
|
+$738K
|
+12,247
|
+5%
|
|
