|
151
|
EP Wealth Advisors
Torrance,
California
|
$52M
|
+$23.7M
|
+586,277
|
+90%
|
|
|
152
|
Litman Gregory Wealth Management
Larkspur,
California
|
$51.8M
|
-$970K
|
-23,959
|
-2%
|
|
|
153
|
Connable Office Inc
Kalamazoo,
Michigan
|
$51.7M
|
-$830K
|
-20,502
|
-2%
|
|
|
154
|
Brookstone Capital Management
Wheaton,
Illinois
|
$50.8M
|
-$113K
|
-2,791
|
-0.2%
|
|
|
155
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$50.5M
|
+$12.2M
|
+302,248
|
+34%
|
|
|
156
|
Sepio Capital
Salt Lake City,
Utah
|
$50.1M
|
+$21.4M
|
+528,764
|
+80%
|
|
|
157
|
CreativeOne Wealth
Overland Park,
Kansas
|
$50M
|
+$2.36M
|
+58,317
|
+5%
|
|
|
158
|
PDS Planning
Dublin,
Ohio
|
$49.7M
|
+$3.58M
|
+88,355
|
+8%
|
|
|
159
|
AllianceBernstein
Nashville,
Tennessee
|
$48.9M
|
+$4.71M
|
+116,221
|
+11%
|
|
|
160
|
Gilbert & Cook
West Des Moines,
Iowa
|
$48.7M
|
+$19.5M
|
+481,194
|
+71%
|
|
|
161
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$48.5M
|
+$1.79M
|
+44,095
|
+4%
|
|
|
162
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$47.7M
|
+$12.2M
|
+301,468
|
+36%
|
|
|
163
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$47.6M
|
+$3.14M
|
+77,580
|
+7%
|
|
|
164
|
Regis Management Company
Menlo Park,
California
|
$47.2M
|
-$3.59M
|
-88,749
|
-7%
|
|
|
165
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46.9M
|
+$4.7M
|
+116,141
|
+12%
|
|
|
166
|
Beacon Pointe Advisors
Newport Beach,
California
|
$45.8M
|
-$874K
|
-21,578
|
-2%
|
|
|
167
|
Atria Investments
Charlotte,
North Carolina
|
$45.7M
|
-$148K
|
-3,650
|
-0.3%
|
|
|
168
|
Colony Group
Boston,
Massachusetts
|
$45.7M
|
+$288K
|
+7,105
|
+0.7%
|
|
|
169
|
Riversedge Advisors
Wilmington,
Delaware
|
$45.5M
|
+$5.54M
|
+136,758
|
+14%
|
|
|
170
|
United Capital Financial Advisors
Irving,
Texas
|
$45M
|
+$695K
|
+17,148
|
+2%
|
|
|
171
|
Jordan Park Group
San Francisco,
California
|
$44.9M
|
-$10.8M
|
-267,471
|
-20%
|
|
|
172
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$44.7M
|
-$4.6M
|
-113,650
|
-10%
|
|
|
173
|
Alesco Advisors
Pittsford,
New York
|
$44.5M
|
+$5.34M
|
+131,900
|
+14%
|
|
|
174
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$44M
|
+$7.09M
|
+175,094
|
+20%
|
|
|
175
|
Auto-Owners Insurance
Lansing,
Michigan
|
$43.9M
|
+$42.4M
|
+1,045,750
|
New
|
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