|
176
|
Beacon Pointe Advisors
Newport Beach,
California
|
$65.5M
|
+$632K
|
+11,792
|
+1%
|
|
|
177
|
Vision Capital Management
Portland,
Oregon
|
$65.5M
|
+$3.25M
|
+60,611
|
+6%
|
|
|
178
|
Kestra Advisory Services
Austin,
Texas
|
$65.2M
|
+$3.88M
|
+72,481
|
+7%
|
|
|
179
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$64.8M
|
-$587K
|
-10,954
|
-1%
|
|
|
180
|
Adventist Health System West
Roseville,
California
|
$64.5M
|
–
|
–
|
–
|
|
|
181
|
West Financial Advisors
Des Moines,
Iowa
|
$64.4M
|
+$1.17M
|
+21,774
|
+2%
|
|
|
182
|
WestHill Financial Advisors
San Rafael,
California
|
$64M
|
-$137K
|
-2,563
|
-0.2%
|
|
|
183
|
Avantax Advisory Services
Dallas,
Texas
|
$64M
|
+$3.2M
|
+59,781
|
+6%
|
|
|
184
|
BOK Financial
Tulsa,
Oklahoma
|
$63.6M
|
+$3.93M
|
+73,398
|
+7%
|
|
|
185
|
SignatureFD
Atlanta,
Georgia
|
$63.2M
|
-$1.91M
|
-35,654
|
-3%
|
|
|
186
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$63M
|
-$4.29M
|
-80,135
|
-7%
|
|
|
187
|
Legacy Private Trust
Neenah,
Wisconsin
|
$62.7M
|
+$3.03M
|
+56,482
|
+5%
|
|
|
188
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$62.5M
|
+$684K
|
+12,776
|
+1%
|
|
|
189
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$61.8M
|
+$1.97M
|
+36,737
|
+4%
|
|
|
190
|
Atomi Financial Group
New York
|
$61M
|
+$8.28M
|
+154,511
|
+17%
|
|
|
191
|
Charles Schwab Trust
Henderson,
Nevada
|
$60.8M
|
+$5.64M
|
+105,320
|
+11%
|
|
|
192
|
JFG Wealth Management
Denver,
Colorado
|
$60.1M
|
+$2.56M
|
+47,780
|
+5%
|
|
|
193
|
TD Asset Management
Toronto,
Ontario, Canada
|
$60M
|
+$6.4M
|
+119,460
|
+13%
|
|
|
194
|
Auto-Owners Insurance
Lansing,
Michigan
|
$59.6M
|
+$45.2M
|
+844,050
|
+418%
|
|
|
195
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$59.2M
|
-$1.48M
|
-27,697
|
-3%
|
|
|
196
|
Trilogy Capital
Irvine,
California
|
$58.8M
|
-$151K
|
-2,820
|
-0.3%
|
|
|
197
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$58.4M
|
-$654K
|
-12,217
|
-1%
|
|
|
198
|
Allspring Global Investments
Charlotte,
North Carolina
|
$57.9M
|
-$32.9M
|
-614,852
|
-38%
|
|
|
199
|
Klingman & Associates
New York
|
$57.3M
|
+$2.26M
|
+42,116
|
+4%
|
|
|
200
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$57M
|
-$900K
|
-16,801
|
-2%
|
|
