|
151
|
Summit Global Investments
Bountiful,
Utah
|
$39.5M
|
+$20.4M
|
+210,587
|
+107%
|
|
|
152
|
Steward Partners Investment Advisory
New York
|
$38.7M
|
+$12.6M
|
+130,609
|
+49%
|
|
|
153
|
Kestra Advisory Services
Austin,
Texas
|
$38.3M
|
+$4.31M
|
+44,523
|
+13%
|
|
|
154
|
Tri-Star Advisors
Houston,
Texas
|
$38.3M
|
+$8.58M
|
+88,693
|
+30%
|
|
|
155
|
Hantz Financial Services
Southfield,
Michigan
|
$38.2M
|
-$543K
|
-5,610
|
-1%
|
|
|
156
|
PDS Planning
Dublin,
Ohio
|
$38M
|
+$1.32M
|
+13,618
|
+4%
|
|
|
157
|
Bessemer Group
Woodbridge,
New Jersey
|
$37.9M
|
-$1.64M
|
-16,983
|
-4%
|
|
|
158
|
Richard Bernstein Advisors
New York
|
$37.6M
|
+$32.3M
|
+334,304
|
+626%
|
|
|
159
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$37.5M
|
+$35.1M
|
+363,133
|
+1,533%
|
|
|
160
|
Stamos Capital Partners
Menlo Park,
California
|
$37.2M
|
+$37.1M
|
+383,850
|
New
|
|
|
161
|
Bricktown Capital
Detroit,
Michigan
|
$36.8M
|
+$36.7M
|
+379,750
|
New
|
|
|
162
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$36.7M
|
+$15.8M
|
+163,667
|
+76%
|
|
|
163
|
Baystate Wealth Management
Boston,
Massachusetts
|
$36.7M
|
-$12.7M
|
-131,725
|
-26%
|
|
|
164
|
MetLife Investment Management
Whippany,
New Jersey
|
$36M
|
-$2.4M
|
-24,800
|
-6%
|
|
|
165
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$35.9M
|
+$35.8M
|
+370,581
|
New
|
|
|
166
|
WesBanco Bank
Wheeling,
West Virginia
|
$35.8M
|
+$8.04M
|
+83,114
|
+29%
|
|
|
167
|
Lazard Asset Management
New York
|
$35.4M
|
–
|
–
|
–
|
|
|
168
|
Boston Partners
Boston,
Massachusetts
|
$35.3M
|
–
|
–
|
–
|
|
|
169
|
Efficient Advisors
Mason,
Ohio
|
$34.8M
|
-$30.2M
|
-312,698
|
-47%
|
|
|
170
|
Hamilton Capital
Columbus,
Ohio
|
$34.7M
|
+$34.3M
|
+354,326
|
+9,218%
|
|
|
171
|
Raymond James Trust
St. Petersburg,
Florida
|
$34.7M
|
-$1.59M
|
-16,401
|
-4%
|
|
|
172
|
Calamos Wealth Management
Naperville,
Illinois
|
$34.5M
|
+$2.06M
|
+21,314
|
+6%
|
|
|
173
|
Amarillo National Bank
Amarillo,
Texas
|
$34.5M
|
-$6.99M
|
-72,301
|
-17%
|
|
|
174
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$34.3M
|
+$690K
|
+7,135
|
+2%
|
|
|
175
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$34.2M
|
-$4.22M
|
-43,604
|
-11%
|
|
