|
151
|
Vision Capital Management
Portland,
Oregon
|
$40.7M
|
+$2.23M
|
+54,686
|
+5%
|
|
|
152
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$40.6M
|
+$3.64M
|
+89,312
|
+9%
|
|
|
153
|
Beacon Pointe Advisors
Newport Beach,
California
|
$40.5M
|
+$3.91M
|
+95,845
|
+9%
|
|
|
154
|
American Trust
Lexington,
Kentucky
|
$39.9M
|
-$3.29M
|
-80,708
|
-7%
|
|
|
155
|
PDS Planning
Dublin,
Ohio
|
$39.8M
|
+$4.27M
|
+104,696
|
+11%
|
|
|
156
|
Charles Schwab Trust
Henderson,
Nevada
|
$39.7M
|
+$16.2M
|
+398,012
|
+57%
|
|
|
157
|
Atria Investments
Charlotte,
North Carolina
|
$39.7M
|
-$2.42M
|
-59,280
|
-5%
|
|
|
158
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.4M
|
+$5.47M
|
+134,237
|
+16%
|
|
|
159
|
Colony Group
Boston,
Massachusetts
|
$39.3M
|
+$163K
|
+3,997
|
+0.4%
|
|
|
160
|
Evoke Wealth
Los Angeles,
California
|
$39.2M
|
+$141K
|
+3,463
|
+0.3%
|
|
|
161
|
Cetera Advisor Networks
El Segundo,
California
|
$39.1M
|
+$3.81M
|
+93,386
|
+10%
|
|
|
162
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$38.5M
|
+$852K
|
+20,909
|
+2%
|
|
|
163
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$38.4M
|
+$1.55M
|
+38,066
|
+4%
|
|
|
164
|
United Capital Financial Advisors
Irving,
Texas
|
$38.4M
|
-$129K
|
-3,156
|
-0.3%
|
|
|
165
|
AllianceBernstein
Nashville,
Tennessee
|
$38.1M
|
+$3.38M
|
+82,944
|
+9%
|
|
|
166
|
Veritable
Wilmington,
Delaware
|
$37.7M
|
+$22.7M
|
+556,489
|
+116%
|
|
|
167
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$37.2M
|
+$19.6M
|
+482,087
|
+89%
|
|
|
168
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$36.9M
|
+$1.69M
|
+41,467
|
+4%
|
|
|
169
|
Cantor Fitzgerald
New York
|
$36.6M
|
+$1.57M
|
+38,516
|
+4%
|
|
|
170
|
BOK Financial
Tulsa,
Oklahoma
|
$36.5M
|
-$2.14M
|
-52,467
|
-5%
|
|
|
171
|
Mission Wealth Management
Santa Barbara,
California
|
$36.3M
|
+$432K
|
+10,599
|
+1%
|
|
|
172
|
WestHill Financial Advisors
San Rafael,
California
|
$35.7M
|
+$3.17M
|
+77,757
|
+9%
|
|
|
173
|
Edge Capital Group
Atlanta,
Georgia
|
$34.8M
|
+$7.07M
|
+173,487
|
+22%
|
|
|
174
|
Trilogy Capital
Irvine,
California
|
$34.7M
|
+$4.74M
|
+116,203
|
+14%
|
|
|
175
|
Riversedge Advisors
Wilmington,
Delaware
|
$34.4M
|
+$3.47M
|
+85,142
|
+10%
|
|
