|
151
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$47.1M
|
+$3.68M
|
+75,361
|
+9%
|
|
|
152
|
Kestra Advisory Services
Austin,
Texas
|
$45M
|
+$22.3M
|
+456,837
|
+99%
|
|
|
153
|
Allegiant Private Advisors
Sarasota,
Florida
|
$44.6M
|
+$530K
|
+10,857
|
+1%
|
|
|
154
|
BOK Financial
Tulsa,
Oklahoma
|
$44.5M
|
+$1.3M
|
+26,673
|
+3%
|
|
|
155
|
Viridian RIA
Bothell,
Washington
|
$43.4M
|
-$39.9M
|
-815,995
|
Closed
|
|
|
156
|
Alesco Advisors
Pittsford,
New York
|
$42.5M
|
-$2.04M
|
-41,813
|
-5%
|
|
|
157
|
First Mercantile Trust
Cordova,
Tennessee
|
$40.4M
|
-$1.21M
|
-24,761
|
-3%
|
|
|
158
|
Gilbert & Cook
West Des Moines,
Iowa
|
$40.3M
|
+$4.17M
|
+85,378
|
+12%
|
|
|
159
|
CreativeOne Wealth
Overland Park,
Kansas
|
$39.3M
|
-$37.1K
|
-759
|
-0.1%
|
|
|
160
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$39.2M
|
+$551K
|
+11,269
|
+1%
|
|
|
161
|
Carlson Capital Management
Northfield,
Minnesota
|
$39M
|
+$1.48M
|
+30,395
|
+4%
|
|
|
162
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$38.9M
|
-$3.38M
|
-69,171
|
-8%
|
|
|
163
|
Cambridge Trust
Cambridge,
Massachusetts
|
$37.4M
|
+$36.9M
|
+756,286
|
+14,499%
|
|
|
164
|
Financial Counselors Inc
Overland Park,
Kansas
|
$37M
|
-$888K
|
-18,171
|
-2%
|
|
|
165
|
Mission Wealth Management
Santa Barbara,
California
|
$36.7M
|
-$603K
|
-12,353
|
-2%
|
|
|
166
|
Alera Investment Advisors
Deerfield,
Illinois
|
$36.3M
|
+$494K
|
+10,107
|
+1%
|
|
|
167
|
Marcum Wealth
Cleveland,
Ohio
|
$36M
|
+$3.28M
|
+67,236
|
+10%
|
|
|
168
|
Balentine LLC
Atlanta,
Georgia
|
$35.8M
|
-$31.2K
|
-639
|
-0.1%
|
|
|
169
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$35.4M
|
+$19.9M
|
+406,822
|
+130%
|
|
|
170
|
|
$35.1M
|
+$2.54M
|
+52,060
|
+8%
|
|
|
171
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$35M
|
+$1.07M
|
+21,870
|
+3%
|
|
|
172
|
Simmons Bank
Pine Bluff,
Arkansas
|
$35M
|
-$147K
|
-3,001
|
-0.4%
|
|
|
173
|
Park Avenue Securities
New York
|
$34.9M
|
-$8.86M
|
-181,302
|
-20%
|
|
|
174
|
WestHill Financial Advisors
San Rafael,
California
|
$34.9M
|
+$1.1M
|
+22,453
|
+3%
|
|
|
175
|
Manning & Napier Group
Fairport,
New York
|
$34.6M
|
–
|
–
|
–
|
|
