|
151
|
Wealthspire Advisors (New York)
New York
|
$65.9M
|
-$1.09M
|
-14,536
|
-2%
|
|
|
152
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$65.6M
|
+$1.51M
|
+20,170
|
+2%
|
|
|
153
|
Arkos Global Advisors
Houston,
Texas
|
$64.3M
|
+$1.5M
|
+20,040
|
+2%
|
|
|
154
|
Pathstone Holdings
Englewood,
New Jersey
|
$62.9M
|
-$4.35M
|
-58,120
|
-7%
|
|
|
155
|
Bailard
Foster City,
California
|
$62.8M
|
-$390K
|
-5,204
|
-0.6%
|
|
|
156
|
Intrust Bank
Wichita,
Kansas
|
$62.6M
|
+$1.35M
|
+18,087
|
+2%
|
|
|
157
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$62.1M
|
-$3.35M
|
-44,708
|
-5%
|
|
|
158
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$62.1M
|
-$215K
|
-2,866
|
-0.4%
|
|
|
159
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$62M
|
+$58.7M
|
+784,277
|
+1,530%
|
|
|
160
|
Bangor Savings Bank
Bangor,
Maine
|
$61.3M
|
+$2.36M
|
+31,507
|
+4%
|
|
|
161
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$61.3M
|
-$3.14M
|
-41,900
|
-5%
|
|
|
162
|
Meeder Advisory Services
Dublin,
Ohio
|
$61.2M
|
+$4.63M
|
+61,892
|
+9%
|
|
|
163
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$60.9M
|
+$472K
|
+6,301
|
+0.8%
|
|
|
164
|
Cabot-Wellington
Boston,
Massachusetts
|
$60.7M
|
-$776K
|
-10,362
|
-1%
|
|
|
165
|
Callan Family Office
Radnor,
Pennsylvania
|
$60.2M
|
+$3.5M
|
+46,800
|
+6%
|
|
|
166
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$60M
|
+$825K
|
+11,017
|
+1%
|
|
|
167
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$58.8M
|
-$2.53M
|
-33,756
|
-4%
|
|
|
168
|
New York Life Investment Management
New York
|
$58.4M
|
-$7.27M
|
-97,173
|
-11%
|
|
|
169
|
Clearstead Advisors
Cleveland,
Ohio
|
$56.6M
|
-$583K
|
-7,793
|
-1%
|
|
|
170
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$56.2M
|
+$7.65M
|
+102,185
|
+17%
|
|
|
171
|
Diversified Trust
Memphis,
Tennessee
|
$56.2M
|
-$5.32M
|
-71,056
|
-9%
|
|
|
172
|
Legacy Edge Advisors
Syosset,
New York
|
$55.8M
|
+$6.17M
|
+82,444
|
+13%
|
|
|
173
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$55.6M
|
+$349K
|
+4,668
|
+0.7%
|
|
|
174
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$55.5M
|
-$107M
|
-1,424,400
|
-67%
|
|
|
175
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$54.5M
|
+$1.66M
|
+22,196
|
+3%
|
|
