|
126
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$223M
|
-$83.1M
|
-185,707
|
-26%
|
|
|
127
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$223M
|
-$83.1M
|
-185,707
|
-26%
|
|
|
128
|
Kestra Advisory Services
Austin,
Texas
|
$223M
|
+$9.75M
|
+21,794
|
+4%
|
|
|
129
|
UMB Bank
Kansas City,
Missouri
|
$223M
|
-$2.04M
|
-4,563
|
-0.9%
|
|
|
130
|
Freestone Capital Holdings
Seattle,
Washington
|
$222M
|
+$5.41M
|
+12,100
|
+2%
|
|
|
131
|
Mercer Global Advisors
Denver,
Colorado
|
$218M
|
-$25.9M
|
-57,883
|
-10%
|
|
|
132
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$216M
|
-$2.66M
|
-5,944
|
-1%
|
|
|
133
|
Equitable Holdings
New York
|
$213M
|
+$11.9M
|
+26,635
|
+6%
|
|
|
134
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$211M
|
-$8.35M
|
-18,657
|
-4%
|
|
|
135
|
Klingman & Associates
New York
|
$208M
|
+$5.62M
|
+12,573
|
+3%
|
|
|
136
|
Atria Wealth Solutions
New York
|
$205M
|
+$16.7M
|
+37,395
|
+9%
|
|
|
137
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$200M
|
-$36.5M
|
-81,546
|
-15%
|
|
|
138
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$197M
|
-$235M
|
-526,310
|
-53%
|
|
|
139
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$195M
|
-$2.1M
|
-4,690
|
-1%
|
|
|
140
|
Avidian Wealth Enterprises
Houston,
Texas
|
$186M
|
+$1.93M
|
+4,316
|
+1%
|
|
|
141
|
Journey Strategic Wealth
Summit,
New Jersey
|
$186M
|
-$168K
|
-376
|
-0.1%
|
|
|
142
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$186M
|
+$43.5M
|
+97,290
|
+29%
|
|
|
143
|
Ashford Advisors
Pittsford,
New York
|
$186M
|
+$15.2M
|
+34,004
|
+9%
|
|
|
144
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$185M
|
-$3.05M
|
-6,825
|
-2%
|
|
|
145
|
Soundwatch Capital
Rowayton,
Connecticut
|
$185M
|
-$1.03B
|
-2,294,551
|
-84%
|
|
|
146
|
Planning Alternatives
Birmingham,
Michigan
|
$183M
|
-$2.84M
|
-6,355
|
-1%
|
|
|
147
|
Korea Investment Corp
Seoul,
South Korea
|
$183M
|
–
|
–
|
–
|
|
|
148
|
Whittier Trust
South Pasadena,
California
|
$180M
|
+$2.7M
|
+6,047
|
+1%
|
|
|
149
|
Bricktown Capital
Detroit,
Michigan
|
$179M
|
-$260M
|
-581,793
|
-58%
|
|
|
150
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$176M
|
-$3.83M
|
-8,564
|
-2%
|
|
