|
151
|
Freestone Capital Holdings
Seattle,
Washington
|
$54.9M
|
+$733K
|
+7,493
|
+1%
|
|
|
152
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.7M
|
+$27.9M
|
+285,578
|
+105%
|
|
|
153
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$54.5M
|
+$4.58M
|
+46,790
|
+9%
|
|
|
154
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$54.3M
|
+$3.41M
|
+34,800
|
+7%
|
|
|
155
|
Raymond James Trust
St. Petersburg,
Florida
|
$54.3M
|
+$6.43M
|
+65,727
|
+13%
|
|
|
156
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$53.8M
|
+$1.22M
|
+12,465
|
+2%
|
|
|
157
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$52.4M
|
+$235K
|
+2,405
|
+0.5%
|
|
|
158
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$51.8M
|
+$40.3M
|
+411,294
|
+349%
|
|
|
159
|
PDS Planning
Dublin,
Ohio
|
$51.5M
|
+$2.62M
|
+26,738
|
+5%
|
|
|
160
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$51.3M
|
+$2.69M
|
+27,509
|
+6%
|
|
|
161
|
Affiance Financial
St. Louis Park,
Minnesota
|
$51.2M
|
+$3.3M
|
+33,680
|
+7%
|
|
|
162
|
P/E Global LLC
Boston,
Massachusetts
|
$50.7M
|
-$610M
|
-6,228,050
|
-92%
|
|
|
163
|
TruWealth Advisors
Metairie,
Louisiana
|
$50M
|
+$2.43M
|
+24,790
|
+5%
|
|
|
164
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$49.9M
|
+$4.25M
|
+43,374
|
+9%
|
|
|
165
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$49.5M
|
+$3.09M
|
+31,578
|
+7%
|
|
|
166
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$49.5M
|
+$14.7M
|
+150,014
|
+42%
|
|
|
167
|
Liquid Strategies
Atlanta,
Georgia
|
$49.1M
|
+$2.88M
|
+29,463
|
+6%
|
|
|
168
|
Cable Hill Partners
Portland,
Oregon
|
$48.2M
|
–
|
–
|
–
|
|
|
169
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$48M
|
+$1.63M
|
+16,680
|
+4%
|
|
|
170
|
Facet Wealth Inc
Baltimore,
Maryland
|
$48M
|
-$6.59M
|
-67,322
|
-12%
|
|
|
171
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$48M
|
-$41.7M
|
-426,246
|
-47%
|
|
|
172
|
Kestra Private Wealth Services
Austin,
Texas
|
$47.8M
|
+$2.41M
|
+24,593
|
+5%
|
|
|
173
|
Schroder Investment Management Group
London,
United Kingdom
|
$47.8M
|
-$35.2M
|
-359,815
|
-42%
|
|
|
174
|
Summit Global Investments
Bountiful,
Utah
|
$46.6M
|
-$16M
|
-163,167
|
-26%
|
|
|
175
|
First Horizon Advisors
Memphis,
Tennessee
|
$46.4M
|
+$159K
|
+1,626
|
+0.3%
|
|
