|
126
|
Kestra Advisory Services
Austin,
Texas
|
$312M
|
+$21.6M
|
+43,125
|
+8%
|
|
|
127
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$305M
|
+$5.4M
|
+10,788
|
+2%
|
|
|
128
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$304M
|
–
|
–
|
–
|
|
|
129
|
Spire Wealth Management
Mclean,
Virginia
|
$300M
|
-$5.41M
|
-10,811
|
-4%
|
|
|
130
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$298M
|
+$283M
|
+566,533
|
New
|
|
|
131
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$298M
|
+$283M
|
+566,533
|
New
|
|
|
132
|
State Street
Boston,
Massachusetts
|
$295M
|
-$20.1M
|
-40,154
|
-7%
|
|
|
133
|
Equitable Holdings
New York
|
$294M
|
-$3.31M
|
-6,623
|
-1%
|
|
|
134
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$290M
|
+$248M
|
+496,521
|
+911%
|
|
|
135
|
UMB Bank
Kansas City,
Missouri
|
$286M
|
+$7.94M
|
+15,867
|
+3%
|
|
|
136
|
Freestone Capital Holdings
Seattle,
Washington
|
$286M
|
+$3.16M
|
+6,308
|
+1%
|
|
|
137
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$274M
|
+$261M
|
+521,089
|
New
|
|
|
138
|
Quotient Wealth Partners
Dallas,
Texas
|
$270M
|
+$13.3M
|
+26,489
|
+5%
|
|
|
139
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$267M
|
+$278M
|
+555,000
|
New
|
|
|
140
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$265M
|
+$4.83M
|
+9,644
|
+2%
|
|
|
141
|
Atria Wealth Solutions
New York
|
$264M
|
-$13.8M
|
-27,606
|
-5%
|
|
|
142
|
Klingman & Associates
New York
|
$264M
|
+$3.28M
|
+6,559
|
+1%
|
|
|
143
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$256M
|
+$243M
|
+485,503
|
+35,156%
|
|
|
144
|
Parallel Advisors
San Francisco,
California
|
$256M
|
+$7.94M
|
+15,860
|
+3%
|
|
|
145
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$251M
|
+$183M
|
+365,118
|
+325%
|
|
|
146
|
Avidian Wealth Enterprises
Houston,
Texas
|
$251M
|
-$4.54M
|
-9,079
|
-2%
|
|
|
147
|
Brown Brothers Harriman & Co
New York
|
$248M
|
+$31.3M
|
+62,630
|
+15%
|
|
|
148
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$247M
|
-$6.5M
|
-12,999
|
-3%
|
|
|
149
|
Barclays
London,
United Kingdom
|
$240M
|
+$202M
|
+402,892
|
+744%
|
|
|
150
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$236M
|
-$4.6M
|
-9,200
|
-2%
|
|
