|
126
|
Genworth Financial
Glen Allen,
Virginia
|
$329M
|
–
|
–
|
–
|
|
|
127
|
Kestra Advisory Services
Austin,
Texas
|
$324M
|
+$32.8M
|
+62,397
|
+11%
|
|
|
128
|
Charles Schwab
San Francisco,
California
|
$319M
|
-$8.38M
|
-15,938
|
-3%
|
|
|
129
|
Quotient Wealth Partners
Dallas,
Texas
|
$319M
|
+$36.2M
|
+68,811
|
+13%
|
|
|
130
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$316M
|
+$325M
|
+619,005
|
New
|
|
|
131
|
Equitable Holdings
New York
|
$313M
|
+$6.8M
|
+12,923
|
+2%
|
|
|
132
|
Brown Brothers Harriman & Co
New York
|
$308M
|
+$47.1M
|
+89,645
|
+19%
|
|
|
133
|
UMB Bank
Kansas City,
Missouri
|
$304M
|
+$6.14M
|
+11,670
|
+2%
|
|
|
134
|
Freestone Capital Holdings
Seattle,
Washington
|
$302M
|
+$4.19M
|
+7,966
|
+1%
|
|
|
135
|
JB Capital
Wethersfield,
Connecticut
|
$295M
|
-$32.2M
|
-61,317
|
-10%
|
|
|
136
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$292M
|
-$16.9M
|
-32,179
|
-6%
|
|
|
137
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$292M
|
-$16.9M
|
-32,179
|
-6%
|
|
|
138
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$292M
|
-$8.93M
|
-16,990
|
-3%
|
|
|
139
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$292M
|
-$23.1M
|
-43,872
|
-8%
|
|
|
140
|
State Street
Boston,
Massachusetts
|
$287M
|
-$19.3M
|
-36,654
|
-7%
|
|
|
141
|
Klingman & Associates
New York
|
$281M
|
+$5.65M
|
+10,749
|
+2%
|
|
|
142
|
Avidian Wealth Enterprises
Houston,
Texas
|
$278M
|
+$16.6M
|
+31,537
|
+7%
|
|
|
143
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$277M
|
+$19M
|
+36,079
|
+8%
|
|
|
144
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$276M
|
-$178K
|
-339
|
-0.1%
|
|
|
145
|
Tidal Investments
Milwaukee,
Wisconsin
|
$275M
|
+$169M
|
+322,207
|
+179%
|
|
|
146
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$271M
|
+$4.37M
|
+8,303
|
+2%
|
|
|
147
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$267M
|
–
|
–
|
–
|
|
|
148
|
Atria Wealth Solutions
New York
|
$263M
|
-$11.8M
|
-22,461
|
-4%
|
|
|
149
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$260M
|
-$1.01M
|
-1,920
|
-0.4%
|
|
|
150
|
Journey Strategic Wealth
Summit,
New Jersey
|
$256M
|
+$24.8M
|
+47,071
|
+11%
|
|
