|
151
|
Silver Oak Advisory Group
Portland,
Oregon
|
$17.5M
|
+$1.06M
|
+13,520
|
+6%
|
|
|
152
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.5M
|
-$729K
|
-9,255
|
-4%
|
|
|
153
|
Tillman Hartley LLC
Denver,
Colorado
|
$17.2M
|
+$723K
|
+9,182
|
+4%
|
|
|
154
|
Financial Engines Advisors
Santa Clara,
California
|
$17.1M
|
-$371K
|
-4,706
|
-2%
|
|
|
155
|
First Horizon Corporation
Memphis,
Tennessee
|
$16.7M
|
+$186K
|
+2,364
|
+1%
|
|
|
156
|
Your Advocates Ltd
Houston,
Texas
|
$16.6M
|
+$872K
|
+11,079
|
+6%
|
|
|
157
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$16.6M
|
-$1.26M
|
-16,057
|
-7%
|
|
|
158
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.5M
|
-$655K
|
-8,314
|
-4%
|
|
|
159
|
TD Private Client Wealth
New York
|
$16.3M
|
-$657K
|
-8,347
|
-4%
|
|
|
160
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$16M
|
+$263K
|
+3,341
|
+2%
|
|
|
161
|
HUB Investment Partners
Austin,
Texas
|
$15.8M
|
+$15.8M
|
+201,104
|
New
|
|
|
162
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$15.6M
|
+$61K
|
+775
|
+0.4%
|
|
|
163
|
Brookstone Capital Management
Wheaton,
Illinois
|
$15.2M
|
+$670K
|
+8,507
|
+5%
|
|
|
164
|
US Bancorp
Minneapolis,
Minnesota
|
$15.1M
|
-$42.7M
|
-542,431
|
-74%
|
|
|
165
|
OneAscent Financial Services
Birmingham,
Alabama
|
$15.1M
|
+$7.45M
|
+94,665
|
+96%
|
|
|
166
|
Cambridge Associates
Boston,
Massachusetts
|
$14.6M
|
–
|
–
|
–
|
|
|
167
|
SouthState Corp
Winter Haven,
Florida
|
$14.5M
|
+$383K
|
+4,870
|
+3%
|
|
|
168
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$14.5M
|
+$1.87M
|
+23,773
|
+15%
|
|
|
169
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.5M
|
-$1.25M
|
-15,901
|
-8%
|
|
|
170
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14.5M
|
-$8.44M
|
-107,140
|
-37%
|
|
|
171
|
Concurrent Investment Advisors
Tampa,
Florida
|
$14.4M
|
+$1.42M
|
+18,016
|
+11%
|
|
|
172
|
SigFig Wealth Management
San Francisco,
California
|
$14.2M
|
+$1.24M
|
+15,788
|
+10%
|
|
|
173
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$14.1M
|
+$589K
|
+7,481
|
+4%
|
|
|
174
|
Vertrix Wealth Management
Troy,
Michigan
|
$14.1M
|
+$14.1M
|
+179,315
|
New
|
|
|
175
|
Disciplina Capital Management
Nashville,
Tennessee
|
$14.1M
|
+$1.81M
|
+23,014
|
+15%
|
|
