|
151
|
Diversified Trust
Memphis,
Tennessee
|
$57.1M
|
+$4.09M
|
+57,414
|
+8%
|
|
|
152
|
First National Trust
Hermitage,
Pennsylvania
|
$56.9M
|
-$661K
|
-9,286
|
-1%
|
|
|
153
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$56.6M
|
+$2.3M
|
+32,297
|
+4%
|
|
|
154
|
Arkos Global Advisors
Houston,
Texas
|
$56.5M
|
+$1.07M
|
+15,040
|
+2%
|
|
|
155
|
NewEdge Advisors
New Orleans,
Louisiana
|
$56.5M
|
-$2.56M
|
-35,893
|
-5%
|
|
|
156
|
Adventist Health System West
Roseville,
California
|
$56.4M
|
–
|
–
|
–
|
|
|
157
|
First Foundation Advisors
Irvine,
California
|
$56.3M
|
+$5.96M
|
+83,708
|
+12%
|
|
|
158
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$55.9M
|
-$9.34M
|
-131,200
|
-15%
|
|
|
159
|
Callan Family Office
Radnor,
Pennsylvania
|
$55.2M
|
+$4.36M
|
+61,314
|
+9%
|
|
|
160
|
Parallel Advisors
San Francisco,
California
|
$55M
|
+$1.38M
|
+19,440
|
+3%
|
|
|
161
|
Riversedge Advisors
Wilmington,
Delaware
|
$54.9M
|
+$2.09M
|
+29,363
|
+4%
|
|
|
162
|
Pathstone Holdings
Englewood,
New Jersey
|
$54.7M
|
+$2.35M
|
+32,971
|
+5%
|
|
|
163
|
Monashee Investment Management
Boston,
Massachusetts
|
$54.6M
|
-$3.32M
|
-46,600
|
-6%
|
|
|
164
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$53.9M
|
+$1.65M
|
+23,247
|
+3%
|
|
|
165
|
Bangor Savings Bank
Bangor,
Maine
|
$53.7M
|
+$2.54M
|
+35,629
|
+5%
|
|
|
166
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$52.8M
|
+$733K
|
+10,303
|
+1%
|
|
|
167
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$52.7M
|
+$2.05M
|
+28,798
|
+4%
|
|
|
168
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$51.3M
|
+$662K
|
+9,298
|
+1%
|
|
|
169
|
Facet Wealth Inc
Baltimore,
Maryland
|
$51M
|
+$2.07M
|
+29,034
|
+4%
|
|
|
170
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$49.7M
|
-$1.07M
|
-15,068
|
-2%
|
|
|
171
|
Dan L. Duncan Foundation
Houston,
Texas
|
$48.9M
|
–
|
–
|
–
|
|
|
172
|
Kestra Advisory Services
Austin,
Texas
|
$48.5M
|
+$6.74M
|
+94,614
|
+17%
|
|
|
173
|
Compton Financial Group
Towson,
Maryland
|
$48.3M
|
+$639K
|
+8,971
|
+1%
|
|
|
174
|
Roth Financial Partners
Kingwood,
Texas
|
$47.4M
|
+$4.62M
|
+64,929
|
+11%
|
|
|
175
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$47.3M
|
-$5.77K
|
-81
|
-0%
|
|
