|
126
|
Tarbox Family Office
Newport Beach,
California
|
$110M
|
+$1.92M
|
+6,532
|
+2%
|
|
|
127
|
Linscomb Wealth
Houston,
Texas
|
$108M
|
+$6.81M
|
+23,192
|
+7%
|
|
|
128
|
Planning Alternatives
Birmingham,
Michigan
|
$108M
|
-$2.9M
|
-9,891
|
-3%
|
|
|
129
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$107M
|
+$3.65M
|
+12,429
|
+4%
|
|
|
130
|
Calamos Wealth Management
Naperville,
Illinois
|
$105M
|
-$14.3M
|
-48,749
|
-13%
|
|
|
131
|
Private Advisor Group
Morristown,
New Jersey
|
$103M
|
-$14.9M
|
-50,716
|
-13%
|
|
|
132
|
Bessemer Securities
New York
|
$103M
|
–
|
–
|
–
|
|
|
133
|
Klingman & Associates
New York
|
$102M
|
+$6.96M
|
+23,713
|
+8%
|
|
|
134
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$99.7M
|
-$20.1M
|
-68,288
|
-18%
|
|
|
135
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$97.9M
|
+$36.9M
|
+125,760
|
+66%
|
|
|
136
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$97.5M
|
-$113M
|
-385,277
|
-55%
|
|
|
137
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$93.9M
|
+$968K
|
+3,298
|
+1%
|
|
|
138
|
Magnus Financial Group
New York
|
$92.8M
|
+$36.1K
|
+123
|
+0%
|
|
|
139
|
Neuberger Berman Group
New York
|
$92.6M
|
-$3M
|
-10,214
|
-3%
|
|
|
140
|
Avidian Wealth Enterprises
Houston,
Texas
|
$89.8M
|
+$76.9M
|
+261,757
|
+933%
|
|
|
141
|
AE Wealth Management
Topeka,
Kansas
|
$88.9M
|
+$1.43M
|
+4,864
|
+2%
|
|
|
142
|
Coldstream Capital Management
Bellevue,
Washington
|
$86.8M
|
+$27.6K
|
+94
|
+0%
|
|
|
143
|
Prudential plc
London, England,
United Kingdom
|
$86.7M
|
+$903K
|
+3,076
|
+1%
|
|
|
144
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$86.3M
|
-$5.34M
|
-18,178
|
-6%
|
|
|
145
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$85.8M
|
-$80.1M
|
-272,856
|
-50%
|
|
|
146
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$85.4M
|
+$24.6M
|
+83,803
|
+44%
|
|
|
147
|
|
$85.3M
|
-$2.3M
|
-7,831
|
-3%
|
|
|
148
|
Hancock Whitney
Gulfport,
Mississippi
|
$85.2M
|
+$1.03M
|
+3,500
|
+1%
|
|
|
149
|
Daido Life Insurance Company
Osaka,
Japan
|
$84.6M
|
-$122M
|
-414,338
|
-60%
|
|
|
150
|
TimeScale Financial
Danvers,
Massachusetts
|
$84.1M
|
-$15.9K
|
-54
|
-0%
|
|
