|
151
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$279M
|
+$29.4M
|
+52,910
|
+12%
|
|
|
152
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$275M
|
-$32M
|
-57,545
|
-11%
|
|
|
153
|
Journey Strategic Wealth
Summit,
New Jersey
|
$273M
|
+$2.71M
|
+4,882
|
+1%
|
|
|
154
|
Soundwatch Capital
Rowayton,
Connecticut
|
$272M
|
+$257M
|
+461,610
|
+4,521%
|
|
|
155
|
Atria Wealth Solutions
New York
|
$271M
|
-$5.82M
|
-10,467
|
-2%
|
|
|
156
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$269M
|
+$17M
|
+30,657
|
+7%
|
|
|
157
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$264M
|
+$35.3M
|
+63,542
|
+16%
|
|
|
158
|
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
$263M
|
+$85.9M
|
+154,500
|
+51%
|
|
|
159
|
Capstone Investment Advisors
New York
|
$263M
|
–
|
–
|
–
|
|
|
160
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$260M
|
-$13.6M
|
-24,467
|
-5%
|
|
|
161
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$258M
|
+$681K
|
+1,225
|
+0.3%
|
|
|
162
|
Clearstead Advisors
Cleveland,
Ohio
|
$256M
|
+$5.11M
|
+9,190
|
+2%
|
|
|
163
|
Aspiriant LLC
Los Angeles,
California
|
$254M
|
+$18M
|
+32,303
|
+8%
|
|
|
164
|
Ashford Advisors
Pittsford,
New York
|
$251M
|
+$63.4K
|
+114
|
+0%
|
|
|
165
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$249M
|
-$57.5M
|
-103,433
|
-19%
|
|
|
166
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$249M
|
-$57.5M
|
-103,433
|
-19%
|
|
|
167
|
Citizens Financial Group
Providence,
Rhode Island
|
$246M
|
+$6.78M
|
+12,201
|
+3%
|
|
|
168
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$246M
|
+$11.4M
|
+20,434
|
+5%
|
|
|
169
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$241M
|
-$169K
|
-304
|
-0.1%
|
|
|
170
|
Planning Alternatives
Birmingham,
Michigan
|
$237M
|
-$1.48M
|
-2,656
|
-0.6%
|
|
|
171
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$237M
|
+$6.83M
|
+12,280
|
+3%
|
|
|
172
|
SG Americas Securities
New York
|
$234M
|
+$186M
|
+334,907
|
+473%
|
|
|
173
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$232M
|
+$3.89M
|
+6,995
|
+2%
|
|
|
174
|
Whittier Trust
South Pasadena,
California
|
$230M
|
-$2.63M
|
-4,732
|
-1%
|
|
|
175
|
William Blair & Company
Chicago,
Illinois
|
$227M
|
+$7.43M
|
+13,360
|
+4%
|
|
