|
126
|
Coldstream Capital Management
Bellevue,
Washington
|
$443M
|
+$2.98M
|
+5,034
|
+0.7%
|
|
|
127
|
Stifel Financial
St. Louis,
Missouri
|
$436M
|
+$8.25M
|
+13,935
|
+2%
|
|
|
128
|
Rockefeller Capital Management
New York
|
$435M
|
+$12.2M
|
+20,615
|
+3%
|
|
|
129
|
Swan Global Investments
Durango,
Colorado
|
$419M
|
+$1.25M
|
+2,104
|
+0.3%
|
|
|
130
|
Tidal Investments
Milwaukee,
Wisconsin
|
$404M
|
+$49M
|
+82,765
|
+14%
|
|
|
131
|
Parallel Advisors
San Francisco,
California
|
$402M
|
+$15.5M
|
+26,132
|
+4%
|
|
|
132
|
Circle Wealth Management
Summit,
New Jersey
|
$402M
|
+$16.3M
|
+27,586
|
+4%
|
|
|
133
|
Kestra Advisory Services
Austin,
Texas
|
$399M
|
+$40M
|
+67,516
|
+11%
|
|
|
134
|
Allspring Global Investments
Charlotte,
North Carolina
|
$397M
|
+$6.98M
|
+11,795
|
+2%
|
|
|
135
|
CKW Financial Group
Honolulu,
Hawaii
|
$397M
|
-$6.74M
|
-11,380
|
-2%
|
|
|
136
|
Nissay Asset Management
Tokyo,
Japan
|
$389M
|
–
|
–
|
–
|
|
|
137
|
Sigma Investment Counselors
Northville,
Michigan
|
$388M
|
+$2.77M
|
+4,683
|
+0.7%
|
|
|
138
|
RiverFront Investment Group
Richmond,
Virginia
|
$385M
|
+$9M
|
+15,210
|
+2%
|
|
|
139
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$380M
|
+$86.7M
|
+146,427
|
+29%
|
|
|
140
|
Crestline Management
Fort Worth,
Texas
|
$377M
|
+$379M
|
+640,000
|
New
|
|
|
141
|
Essential Planning
Portsmouth,
New Hampshire
|
$376M
|
+$370M
|
+624,731
|
+6,152%
|
|
|
142
|
Focus Partners Wealth
Boston,
Massachusetts
|
$376M
|
+$169M
|
+285,593
|
+81%
|
|
|
143
|
Evoke Wealth
Los Angeles,
California
|
$367M
|
-$5.6M
|
-9,469
|
-1%
|
|
|
144
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$366M
|
+$1.53M
|
+2,578
|
+0.4%
|
|
|
145
|
Matson Money Inc
Mason,
Ohio
|
$365M
|
–
|
–
|
–
|
|
|
146
|
Truepoint Inc
Cincinnati,
Ohio
|
$358M
|
-$369K
|
-623
|
-0.1%
|
|
|
147
|
Freestone Capital Holdings
Seattle,
Washington
|
$356M
|
+$7.95M
|
+13,431
|
+2%
|
|
|
148
|
Quotient Wealth Partners
Dallas,
Texas
|
$355M
|
+$4.01M
|
+6,773
|
+1%
|
|
|
149
|
Genworth Financial
Glen Allen,
Virginia
|
$354M
|
–
|
–
|
–
|
|
|
150
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$354M
|
-$21M
|
-35,399
|
-6%
|
|
