|
126
|
Equitable Holdings
New York
|
$177M
|
+$8.3M
|
+21,520
|
+5%
|
|
|
127
|
Freestone Capital Holdings
Seattle,
Washington
|
$174M
|
+$13.9M
|
+35,910
|
+9%
|
|
|
128
|
Klingman & Associates
New York
|
$172M
|
+$4.22M
|
+10,934
|
+2%
|
|
|
129
|
Avidian Wealth Enterprises
Houston,
Texas
|
$170M
|
-$29.8M
|
-77,325
|
-15%
|
|
|
130
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$168M
|
-$27.9M
|
-72,230
|
-14%
|
|
|
131
|
Principal Financial Group
Des Moines,
Iowa
|
$167M
|
+$95.2M
|
+246,642
|
+131%
|
|
|
132
|
Planning Alternatives
Birmingham,
Michigan
|
$166M
|
-$3.42M
|
-8,871
|
-2%
|
|
|
133
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$165M
|
+$1.62M
|
+4,200
|
+1%
|
|
|
134
|
Wellington Management Group
Boston,
Massachusetts
|
$165M
|
-$23.3M
|
-60,275
|
-12%
|
|
|
135
|
Journey Strategic Wealth
Summit,
New Jersey
|
$164M
|
+$5.82M
|
+15,076
|
+4%
|
|
|
136
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$163M
|
+$46.8M
|
+121,313
|
+40%
|
|
|
137
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$159M
|
+$2.09M
|
+5,421
|
+1%
|
|
|
138
|
Whittier Trust
South Pasadena,
California
|
$158M
|
-$1.13M
|
-2,932
|
-0.7%
|
|
|
139
|
Ballentine Partners
Waltham,
Massachusetts
|
$157M
|
-$21M
|
-54,544
|
-12%
|
|
|
140
|
Atria Wealth Solutions
New York
|
$151M
|
+$5.24M
|
+13,573
|
+4%
|
|
|
141
|
Linscomb Wealth
Houston,
Texas
|
$150M
|
+$1.98M
|
+5,119
|
+1%
|
|
|
142
|
Ashford Advisors
Pittsford,
New York
|
$149M
|
-$2.56M
|
-6,627
|
-2%
|
|
|
143
|
Hancock Whitney
Gulfport,
Mississippi
|
$149M
|
+$44.8M
|
+116,054
|
+43%
|
|
|
144
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$145M
|
-$3.49M
|
-9,031
|
-2%
|
|
|
145
|
Tarbox Family Office
Newport Beach,
California
|
$142M
|
+$3.47M
|
+8,998
|
+2%
|
|
|
146
|
Karpus Investment Management
Pittsford,
New York
|
$140M
|
-$33.7M
|
-87,445
|
-19%
|
|
|
147
|
William Blair & Company
Chicago,
Illinois
|
$139M
|
+$19.9M
|
+51,658
|
+17%
|
|
|
148
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$139M
|
+$4.01M
|
+10,384
|
+3%
|
|
|
149
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$138M
|
-$34.9M
|
-90,470
|
-20%
|
|
|
150
|
PFS Investments
Duluth,
Georgia
|
$135M
|
+$281K
|
+729
|
+0.2%
|
|
