|
176
|
Kestra Advisory Services
Austin,
Texas
|
$71.3M
|
+$5.64M
|
+63,831
|
+9%
|
|
|
177
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$71.2M
|
+$654K
|
+7,392
|
+0.9%
|
|
|
178
|
Bailard
Foster City,
California
|
$71.1M
|
-$21.8K
|
-247
|
-0%
|
|
|
179
|
Planning Project LLC
The Woodlands,
Texas
|
$70.8M
|
+$70M
|
+791,868
|
New
|
|
|
180
|
Davenport & Co
Richmond,
Virginia
|
$70.1M
|
+$6.79M
|
+76,751
|
+11%
|
|
|
181
|
Constellation Investments
Montgomery,
Ohio
|
$69.7M
|
–
|
–
|
–
|
|
|
182
|
Cambridge Associates
Boston,
Massachusetts
|
$69.5M
|
+$6.62M
|
+74,917
|
+11%
|
|
|
183
|
Valeo Financial Advisors
Carmel,
Indiana
|
$69.1M
|
+$6.29M
|
+71,158
|
+7%
|
|
|
184
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$68M
|
+$5.48M
|
+62,003
|
+9%
|
|
|
185
|
Disciplina Capital Management
Nashville,
Tennessee
|
$67.5M
|
+$5.7M
|
+64,494
|
+9%
|
|
|
186
|
Intrust Bank
Wichita,
Kansas
|
$66.8M
|
-$2.44M
|
-27,599
|
-4%
|
|
|
187
|
Roth Financial Partners
Kingwood,
Texas
|
$66.5M
|
+$61.1K
|
+691
|
+0.1%
|
|
|
188
|
Cabot-Wellington
Boston,
Massachusetts
|
$66M
|
-$1.13M
|
-12,742
|
-2%
|
|
|
189
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$65.9M
|
+$7.9M
|
+89,353
|
+14%
|
|
|
190
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$64.7M
|
+$8.65M
|
+97,859
|
+16%
|
|
|
191
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$64.7M
|
-$169K
|
-1,911
|
-0.3%
|
|
|
192
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$64.7M
|
+$63.9M
|
+722,308
|
+368,524%
|
|
|
193
|
Brown Advisory
Baltimore,
Maryland
|
$64.4M
|
+$6.94M
|
+78,467
|
+12%
|
|
|
194
|
Curi RMB Capital
Chicago,
Illinois
|
$64.3M
|
+$12.6M
|
+142,424
|
+25%
|
|
|
195
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$64M
|
-$2.3M
|
-26,000
|
-4%
|
|
|
196
|
Farther Finance Advisors
San Francisco,
California
|
$62.9M
|
+$30.6M
|
+346,438
|
+97%
|
|
|
197
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$62.3M
|
+$331K
|
+3,740
|
+0.5%
|
|
|
198
|
Midwest Trust
Overland Park,
Kansas
|
$62.1M
|
+$5.92M
|
+66,960
|
+11%
|
|
|
199
|
Acadian Asset Management
Boston,
Massachusetts
|
$61.8M
|
+$6.34M
|
+71,688
|
+12%
|
|
|
200
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$61.5M
|
+$1.16M
|
+13,161
|
+2%
|
|
