|
126
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13M
|
–
|
–
|
–
|
|
|
127
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$12.9M
|
+$2.53M
|
+52,744
|
+27%
|
|
|
128
|
Bank of New York Mellon
New York
|
$12.8M
|
-$3.17M
|
-66,076
|
-21%
|
|
|
129
|
Parker Investment Management
Menlo Park,
California
|
$12.8M
|
-$13.4M
|
-280,236
|
-53%
|
|
|
130
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$12.8M
|
–
|
–
|
–
|
|
|
131
|
Financial Life Advisors
San Antonio,
Texas
|
$12.5M
|
-$429K
|
-8,956
|
-4%
|
|
|
132
|
Principal Street Partners
Memphis,
Tennessee
|
$12.3M
|
+$23K
|
+480
|
+0.2%
|
|
|
133
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.2M
|
-$1.91M
|
-39,788
|
-14%
|
|
|
134
|
Parametric Portfolio Associates
Seattle,
Washington
|
$12.2M
|
+$10.7M
|
+223,100
|
+1,902%
|
|
|
135
|
Mutual Advisors
Omaha,
Nebraska
|
$12.1M
|
+$4.77M
|
+99,436
|
+74%
|
|
|
136
|
Centerpoint Advisors
Needham,
Massachusetts
|
$12.1M
|
-$2.55M
|
-53,128
|
-19%
|
|
|
137
|
Csenge Advisory Group
Clearwater,
Florida
|
$12M
|
+$11.1M
|
+230,740
|
New
|
|
|
138
|
Argent Wealth Management
Waltham,
Massachusetts
|
$11.6M
|
+$230K
|
+4,788
|
+2%
|
|
|
139
|
BOK Financial Private Wealth
Denver,
Colorado
|
$11.4M
|
+$8.25M
|
+172,152
|
+366%
|
|
|
140
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.3M
|
-$577K
|
-12,044
|
-5%
|
|
|
141
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$11.2M
|
+$4.74M
|
+98,796
|
+84%
|
|
|
142
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$10.8M
|
+$942K
|
+19,648
|
+10%
|
|
|
143
|
Citizens Financial Group
Providence,
Rhode Island
|
$10.7M
|
-$279K
|
-5,824
|
-3%
|
|
|
144
|
Mirsky Financial Management
Rochester,
New York
|
$10.6M
|
-$889K
|
-18,548
|
-8%
|
|
|
145
|
Parsec Financial Management
Asheville,
North Carolina
|
$10.6M
|
+$691K
|
+14,424
|
+8%
|
|
|
146
|
American Portfolios Advisors
Holbrook,
New York
|
$10.5M
|
+$1.31M
|
+27,340
|
+16%
|
|
|
147
|
Hancock Whitney
Gulfport,
Mississippi
|
$10.5M
|
+$597K
|
+12,464
|
+7%
|
|
|
148
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$10.2M
|
+$5.59M
|
+116,524
|
+144%
|
|
|
149
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$10.1M
|
-$808K
|
-16,848
|
-8%
|
|
|
150
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$10.1M
|
+$163K
|
+3,392
|
+2%
|
|
