|
76
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$179M
|
+$28.3M
|
+282,496
|
+19%
|
|
|
77
|
Axxcess Wealth Management
Carlsbad,
California
|
$178M
|
-$12.8M
|
-127,489
|
-7%
|
|
|
78
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$177M
|
+$3.56M
|
+35,594
|
+2%
|
|
|
79
|
Howard Capital Management
Roswell,
Georgia
|
$172M
|
-$3.2K
|
-32
|
-0%
|
|
|
80
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$169M
|
+$170M
|
+1,700,375
|
New
|
|
|
81
|
Destination Wealth Management
Walnut Creek,
California
|
$167M
|
+$9.21M
|
+92,031
|
+6%
|
|
|
82
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$166M
|
+$38M
|
+379,769
|
+29%
|
|
|
83
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$162M
|
-$120M
|
-1,200,838
|
-42%
|
|
|
84
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$161M
|
-$15.5M
|
-154,997
|
-9%
|
|
|
85
|
BNP Paribas Asset Management
Paris,
France
|
$158M
|
+$94.5M
|
+944,743
|
+147%
|
|
|
86
|
WesBanco Bank
Wheeling,
West Virginia
|
$152M
|
+$3M
|
+30,004
|
+2%
|
|
|
87
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$151M
|
+$4.52M
|
+45,149
|
+3%
|
|
|
88
|
Beacon Pointe Advisors
Newport Beach,
California
|
$150M
|
+$61.7M
|
+616,495
|
+69%
|
|
|
89
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$146M
|
+$6.91M
|
+69,103
|
+5%
|
|
|
90
|
Rebalance
Palo Alto,
California
|
$145M
|
+$4.04M
|
+40,358
|
+3%
|
|
|
91
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$140M
|
–
|
–
|
–
|
|
|
92
|
MML Investors Services
Springfield,
Massachusetts
|
$135M
|
-$20.7M
|
-206,419
|
-13%
|
|
|
93
|
Principal Securities
Des Moines,
Iowa
|
$135M
|
-$3.06M
|
-30,609
|
-2%
|
|
|
94
|
Corient Private Wealth
Miami,
Florida
|
$135M
|
-$11.1M
|
-110,615
|
-7%
|
|
|
95
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$134M
|
+$238K
|
+2,376
|
+0.2%
|
|
|
96
|
Victory Capital Management
San Antonio,
Texas
|
$134M
|
+$9.51M
|
+95,077
|
+8%
|
|
|
97
|
Focus Partners Wealth
Boston,
Massachusetts
|
$134M
|
-$2.95M
|
-29,460
|
-2%
|
|
|
98
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$132M
|
+$3.92M
|
+39,178
|
+3%
|
|
|
99
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$132M
|
+$130M
|
+1,301,773
|
+5,165%
|
|
|
100
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$131M
|
-$84.3M
|
-843,000
|
-39%
|
|
