|
126
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.2M
|
+$187K
|
+2,296
|
+1%
|
|
|
127
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$14.2M
|
-$397K
|
-4,878
|
-3%
|
|
|
128
|
Woodstock Corp
Boston,
Massachusetts
|
$14.2M
|
-$791K
|
-9,720
|
-5%
|
|
|
129
|
BOK Financial
Tulsa,
Oklahoma
|
$14.1M
|
+$120K
|
+1,478
|
+0.9%
|
|
|
130
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$14M
|
-$222K
|
-2,725
|
-2%
|
|
|
131
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$13.8M
|
+$10.7M
|
+131,736
|
+348%
|
|
|
132
|
Patton Fund Management
Dallas,
Texas
|
$13.7M
|
-$325K
|
-3,989
|
-2%
|
|
|
133
|
Callan Family Office
Radnor,
Pennsylvania
|
$13.1M
|
+$195K
|
+2,400
|
+2%
|
|
|
134
|
Kestra Advisory Services
Austin,
Texas
|
$12.7M
|
+$1.02M
|
+12,578
|
+8%
|
|
|
135
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$12.6M
|
-$297K
|
-3,645
|
-2%
|
|
|
136
|
Wealthspire Advisors (New York)
New York
|
$12.6M
|
+$1.11M
|
+13,609
|
+10%
|
|
|
137
|
Steph & Co
Marinette,
Wisconsin
|
$12.5M
|
-$104K
|
-1,276
|
-0.8%
|
|
|
138
|
Strategic Financial Partners
Bend,
Oregon
|
$12.2M
|
-$1.13M
|
-13,903
|
-8%
|
|
|
139
|
Bridges Investment Management
Omaha,
Nebraska
|
$12.1M
|
+$8.38M
|
+103,008
|
+222%
|
|
|
140
|
|
$12M
|
-$48.7M
|
-598,333
|
-80%
|
|
|
141
|
CCG Wealth Management
San Diego,
California
|
$12M
|
-$348K
|
-4,279
|
-3%
|
|
|
142
|
Lido Advisors
Los Angeles,
California
|
$11.9M
|
+$983K
|
+12,080
|
+9%
|
|
|
143
|
Washington Trust Bank
Spokane,
Washington
|
$11.9M
|
–
|
–
|
–
|
|
|
144
|
LJI Wealth Management
Indianapolis,
Indiana
|
$11.8M
|
+$323K
|
+3,972
|
+3%
|
|
|
145
|
Moody National Bank Trust Division
Galveston,
Texas
|
$11.8M
|
+$2.55M
|
+31,305
|
+28%
|
|
|
146
|
Conning Inc
Hartford,
Connecticut
|
$11.6M
|
-$985K
|
-12,102
|
-8%
|
|
|
147
|
Bailard
Foster City,
California
|
$11.3M
|
+$113K
|
+1,391
|
+1%
|
|
|
148
|
Old National Bancorp
Evansville,
Indiana
|
$11.2M
|
-$351K
|
-4,309
|
-3%
|
|
|
149
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$11.2M
|
+$3.02M
|
+37,154
|
+37%
|
|
|
150
|
William Blair & Company
Chicago,
Illinois
|
$11M
|
-$12.6K
|
-155
|
-0.1%
|
|
