|
76
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$137M
|
+$2.11M
|
+21,823
|
+2%
|
|
|
77
|
|
$137M
|
-$2.17M
|
-22,456
|
-2%
|
|
|
78
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$137M
|
–
|
–
|
–
|
|
|
79
|
Osaic Holdings
Scottsdale,
Arizona
|
$133M
|
+$11.3M
|
+117,023
|
+9%
|
|
|
80
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$126M
|
+$6.32M
|
+65,489
|
+5%
|
|
|
81
|
Destination Wealth Management
Walnut Creek,
California
|
$126M
|
+$6.06M
|
+62,748
|
+5%
|
|
|
82
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$124M
|
+$14.8M
|
+153,284
|
+14%
|
|
|
83
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$124M
|
-$16.8M
|
-173,622
|
-12%
|
|
|
84
|
Brookstone Capital Management
Wheaton,
Illinois
|
$123M
|
+$8.82M
|
+91,419
|
+8%
|
|
|
85
|
Charles Schwab Trust
Henderson,
Nevada
|
$122M
|
+$3.37M
|
+34,896
|
+3%
|
|
|
86
|
Country Trust Bank
Bloomington,
Illinois
|
$116M
|
-$1.6M
|
-16,603
|
-1%
|
|
|
87
|
Rebalance
Palo Alto,
California
|
$114M
|
+$33.2M
|
+344,253
|
+41%
|
|
|
88
|
Stamos Capital Partners
Menlo Park,
California
|
$109M
|
-$2.81M
|
-29,160
|
-3%
|
|
|
89
|
BNP Paribas Asset Management
Paris,
France
|
$108M
|
+$20.9M
|
+216,970
|
+24%
|
|
|
90
|
AssetMark Inc
Concord,
California
|
$106M
|
+$3.1M
|
+32,068
|
+3%
|
|
|
91
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$104M
|
+$5.28M
|
+54,733
|
+5%
|
|
|
92
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$99.6M
|
+$923K
|
+9,563
|
+0.9%
|
|
|
93
|
Rock Creek Group
Washington,
District of Columbia
|
$98.9M
|
+$596K
|
+6,175
|
+0.5%
|
|
|
94
|
MML Investors Services
Springfield,
Massachusetts
|
$97.6M
|
-$8.59M
|
-88,947
|
-8%
|
|
|
95
|
Principal Securities
Des Moines,
Iowa
|
$96.7M
|
+$5.7M
|
+59,002
|
+6%
|
|
|
96
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$96.4M
|
–
|
–
|
–
|
|
|
97
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$94.6M
|
+$5.95M
|
+61,588
|
+7%
|
|
|
98
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$93.8M
|
-$2.55M
|
-26,452
|
-3%
|
|
|
99
|
Trajan Wealth
Scottsdale,
Arizona
|
$93.2M
|
+$4.54M
|
+46,991
|
+5%
|
|
|
100
|
Corient Private Wealth
Miami,
Florida
|
$91.8M
|
+$4.61M
|
+47,713
|
+5%
|
|
