|
126
|
Matson Money Inc
Mason,
Ohio
|
$222M
|
+$22.3M
|
+48,465
|
+12%
|
|
|
127
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$222M
|
+$140M
|
+303,188
|
+188%
|
|
|
128
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$215M
|
+$7.08M
|
+15,368
|
+4%
|
|
|
129
|
Klingman & Associates
New York
|
$213M
|
+$7.76M
|
+16,835
|
+4%
|
|
|
130
|
Balentine LLC
Atlanta,
Georgia
|
$213M
|
-$6.28M
|
-13,623
|
-3%
|
|
|
131
|
TIAA FSB
Jacksonville,
Florida
|
$212M
|
-$20.6M
|
-44,610
|
-9%
|
|
|
132
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$212M
|
+$17.8M
|
+38,564
|
+10%
|
|
|
133
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$207M
|
+$21M
|
+45,546
|
+12%
|
|
|
134
|
Planning Alternatives
Birmingham,
Michigan
|
$204M
|
-$3.22M
|
-6,983
|
-2%
|
|
|
135
|
Fidelity International
Hamilton,
Bermuda
|
$203M
|
+$130M
|
+282,308
|
+197%
|
|
|
136
|
Ashford Advisors
Pittsford,
New York
|
$203M
|
-$1.73M
|
-3,748
|
-0.9%
|
|
|
137
|
Maven Securities
St Helier,
Jersey
|
$203M
|
+$196M
|
+424,895
|
New
|
|
|
138
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$202M
|
+$55M
|
+119,312
|
+39%
|
|
|
139
|
Avidian Wealth Enterprises
Houston,
Texas
|
$202M
|
+$5.22M
|
+11,337
|
+3%
|
|
|
140
|
NewEdge Advisors
New Orleans,
Louisiana
|
$200M
|
+$64M
|
+138,947
|
+49%
|
|
|
141
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$199M
|
+$697K
|
+1,513
|
+0.4%
|
|
|
142
|
Wellington Management Group
Boston,
Massachusetts
|
$198M
|
+$185M
|
+401,598
|
+3,030%
|
|
|
143
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$197M
|
+$7.54M
|
+16,352
|
+4%
|
|
|
144
|
Ballentine Partners
Waltham,
Massachusetts
|
$195M
|
+$1.87M
|
+4,063
|
+1%
|
|
|
145
|
Soundwatch Capital
Rowayton,
Connecticut
|
$191M
|
+$137M
|
+298,158
|
+294%
|
|
|
146
|
55I LLC
Boston,
Massachusetts
|
$188M
|
+$33.1M
|
+71,741
|
+22%
|
|
|
147
|
Citizens Financial Group
Providence,
Rhode Island
|
$184M
|
+$17.4M
|
+37,663
|
+11%
|
|
|
148
|
Karpus Investment Management
Pittsford,
New York
|
$184M
|
+$10.2M
|
+22,107
|
+6%
|
|
|
149
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$183M
|
-$222K
|
-482
|
-0.1%
|
|
|
150
|
Equitable Holdings
New York
|
$181M
|
-$2.98M
|
-6,461
|
-2%
|
|
