|
126
|
Freestone Capital Holdings
Seattle,
Washington
|
$256M
|
+$9.41M
|
+21,028
|
+4%
|
|
|
127
|
Atria Wealth Solutions
New York
|
$253M
|
+$24.2M
|
+54,051
|
+11%
|
|
|
128
|
UMB Bank
Kansas City,
Missouri
|
$253M
|
+$4.46M
|
+9,974
|
+2%
|
|
|
129
|
Mercer Global Advisors
Denver,
Colorado
|
$239M
|
-$2.76M
|
-6,175
|
-1%
|
|
|
130
|
Klingman & Associates
New York
|
$237M
|
+$5.42M
|
+12,108
|
+3%
|
|
|
131
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$236M
|
+$1.66M
|
+3,699
|
+0.8%
|
|
|
132
|
Quotient Wealth Partners
Dallas,
Texas
|
$233M
|
+$218M
|
+486,881
|
New
|
|
|
133
|
Avidian Wealth Enterprises
Houston,
Texas
|
$232M
|
+$23.3M
|
+52,167
|
+12%
|
|
|
134
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$230M
|
-$9.65M
|
-21,549
|
-4%
|
|
|
135
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$227M
|
+$40.6M
|
+90,760
|
+24%
|
|
|
136
|
Parallel Advisors
San Francisco,
California
|
$225M
|
+$174M
|
+389,732
|
+482%
|
|
|
137
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$224M
|
+$95.5M
|
+213,346
|
+83%
|
|
|
138
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$223M
|
+$564K
|
+1,260
|
+0.3%
|
|
|
139
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$219M
|
-$615K
|
-1,373
|
-0.3%
|
|
|
140
|
Ashford Advisors
Pittsford,
New York
|
$211M
|
+$3.93M
|
+8,778
|
+2%
|
|
|
141
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$210M
|
+$197M
|
+440,483
|
New
|
|
|
142
|
Meitav Investment House
Bene-Beraq,
Israel
|
$208M
|
+$40.6M
|
+90,598
|
+26%
|
|
|
143
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$206M
|
-$236K
|
-528
|
-0.1%
|
|
|
144
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$206M
|
-$1.35M
|
-3,017
|
-0.7%
|
|
|
145
|
Two Sigma Investments
New York
|
$204M
|
+$72.3M
|
+161,500
|
+61%
|
|
|
146
|
Korea Investment Corp
Seoul,
South Korea
|
$204M
|
–
|
–
|
–
|
|
|
147
|
Planning Alternatives
Birmingham,
Michigan
|
$202M
|
-$1.95M
|
-4,347
|
-1%
|
|
|
148
|
Whittier Trust
South Pasadena,
California
|
$199M
|
-$1.79M
|
-3,989
|
-0.9%
|
|
|
149
|
Cetera Advisors
Denver,
Colorado
|
$198M
|
+$16.7M
|
+37,278
|
+10%
|
|
|
150
|
Nissay Asset Management
Tokyo,
Japan
|
$198M
|
+$68.6M
|
+153,268
|
+59%
|
|
