|
151
|
AE Wealth Management
Topeka,
Kansas
|
$15M
|
+$2.93M
|
+11,971
|
+23%
|
|
|
152
|
UMB Bank
Kansas City,
Missouri
|
$14.8M
|
-$875K
|
-3,575
|
-5%
|
|
|
153
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.7M
|
-$1.16M
|
-4,728
|
-7%
|
|
|
154
|
Private Ocean
San Rafael,
California
|
$14.3M
|
-$32.1K
|
-131
|
-0.2%
|
|
|
155
|
MAI Capital Management
Independence,
Ohio
|
$14M
|
-$93.5K
|
-382
|
-0.6%
|
|
|
156
|
1900 Wealth Management
San Antonio,
Texas
|
$13.9M
|
+$14.4M
|
+59,010
|
New
|
|
|
157
|
Copperwynd Financial
Scottsdale,
Arizona
|
$13.6M
|
-$114K
|
-466
|
-0.8%
|
|
|
158
|
Franklin Resources
San Mateo,
California
|
$13.6M
|
+$207K
|
+845
|
+1%
|
|
|
159
|
Auxano Advisors
Bellevue,
Washington
|
$13.3M
|
-$226K
|
-925
|
-2%
|
|
|
160
|
Chartist Inc
Seal Beach,
California
|
$13.3M
|
-$1.1M
|
-4,482
|
-7%
|
|
|
161
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$12.9M
|
-$410K
|
-1,673
|
-3%
|
|
|
162
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.9M
|
+$690K
|
+2,818
|
+5%
|
|
|
163
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12.8M
|
+$82.5K
|
+337
|
+0.6%
|
|
|
164
|
Perigon Wealth Management
San Francisco,
California
|
$12.3M
|
+$58.5K
|
+239
|
+0.5%
|
|
|
165
|
Evercore Wealth Management
New York
|
$12.1M
|
–
|
–
|
–
|
|
|
166
|
SG Americas Securities
New York
|
$12.1M
|
+$12M
|
+49,089
|
+2,158%
|
|
|
167
|
Tortoise Investment Management
White Plains,
New York
|
$12.1M
|
-$27.9K
|
-114
|
-0.2%
|
|
|
168
|
Wealthfront Advisers
Palo Alto,
California
|
$11.6M
|
+$3.26M
|
+13,307
|
+37%
|
|
|
169
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$11.6M
|
-$470K
|
-1,919
|
-4%
|
|
|
170
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$11.5M
|
–
|
–
|
–
|
|
|
171
|
Glassman Wealth Services
Vienna,
Virginia
|
$11.4M
|
-$227K
|
-926
|
-2%
|
|
|
172
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11M
|
+$292K
|
+1,194
|
+3%
|
|
|
173
|
Curi RMB Capital
Chicago,
Illinois
|
$10.9M
|
-$812K
|
-3,317
|
-7%
|
|
|
174
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.9M
|
-$108K
|
-443
|
-0.9%
|
|
|
175
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.9M
|
-$108K
|
-443
|
-0.9%
|
|
