|
126
|
Kestra Advisory Services
Austin,
Texas
|
$67.3M
|
+$18.7M
|
+461,309
|
+40%
|
|
|
127
|
Rebalance
Palo Alto,
California
|
$67.2M
|
+$64.9M
|
+1,601,739
|
New
|
|
|
128
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$67.1M
|
+$895K
|
+22,093
|
+1%
|
|
|
129
|
Westwood Holdings Group
Dallas,
Texas
|
$64.6M
|
-$5.62M
|
-138,729
|
-8%
|
|
|
130
|
VPR Management
Houston,
Texas
|
$64.4M
|
–
|
–
|
–
|
|
|
131
|
BOK Financial Private Wealth
Denver,
Colorado
|
$63.6M
|
-$19.6M
|
-485,023
|
-24%
|
|
|
132
|
Miracle Mile Advisors
Los Angeles,
California
|
$63.2M
|
+$13.8M
|
+340,611
|
+29%
|
|
|
133
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$62.8M
|
+$2.79M
|
+68,793
|
+5%
|
|
|
134
|
Natixis Advisors
Boston,
Massachusetts
|
$62.3M
|
-$397M
|
-9,806,409
|
-87%
|
|
|
135
|
|
$61.9M
|
+$619K
|
+15,281
|
+1%
|
|
|
136
|
Fusion Family Wealth
Woodbury,
New York
|
$61.1M
|
-$7.35M
|
-181,368
|
-11%
|
|
|
137
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$59.3M
|
+$5.36M
|
+132,336
|
+10%
|
|
|
138
|
Pure Financial Advisors
San Diego,
California
|
$58.8M
|
+$2.24M
|
+55,414
|
+4%
|
|
|
139
|
Marcum Wealth
Cleveland,
Ohio
|
$55.7M
|
+$5M
|
+123,355
|
+10%
|
|
|
140
|
UMB Bank
Kansas City,
Missouri
|
$55.6M
|
-$1.68M
|
-41,526
|
-3%
|
|
|
141
|
Planning Alternatives
Birmingham,
Michigan
|
$55.5M
|
-$16.2M
|
-399,987
|
-23%
|
|
|
142
|
Choreo LLC
Rockford,
Illinois
|
$55.4M
|
+$4.57M
|
+112,870
|
+9%
|
|
|
143
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$54.6M
|
–
|
–
|
–
|
|
|
144
|
ALPS Advisors
Denver,
Colorado
|
$54.3M
|
-$1.07M
|
-26,475
|
-2%
|
|
|
145
|
Mission Wealth Management
Santa Barbara,
California
|
$53.7M
|
+$11.4M
|
+280,508
|
+28%
|
|
|
146
|
Tidal Investments
Milwaukee,
Wisconsin
|
$53M
|
-$14.3M
|
-354,088
|
-22%
|
|
|
147
|
Whittier Trust
South Pasadena,
California
|
$52.5M
|
-$2.26M
|
-55,703
|
-4%
|
|
|
148
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$52.5M
|
+$1.29M
|
+31,857
|
+3%
|
|
|
149
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$52.3M
|
+$13.1M
|
+323,176
|
+35%
|
|
|
150
|
Commerce Bank
Kansas City,
Missouri
|
$52.1M
|
-$2.77M
|
-68,318
|
-5%
|
|
