|
101
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.2M
|
–
|
–
|
–
|
|
|
102
|
Opus Capital Group
Cincinnati,
Ohio
|
$30.7M
|
-$71K
|
-836
|
-0.2%
|
|
|
103
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$30.5M
|
+$5.03M
|
+59,168
|
+20%
|
|
|
104
|
University of Maryland Foundation
Adelphi,
Maryland
|
$30.4M
|
+$8.03M
|
+94,535
|
+36%
|
|
|
105
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$30.2M
|
-$5.1M
|
-60,000
|
-14%
|
|
|
106
|
Retirement Capital Strategies
San Jose,
California
|
$28M
|
+$6.4M
|
+75,387
|
+30%
|
|
|
107
|
Retirement Systems of Alabama
Montgomery,
Alabama
|
$27.6M
|
-$4.64M
|
-54,635
|
-14%
|
|
|
108
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$27.5M
|
+$285K
|
+3,353
|
+1%
|
|
|
109
|
Gilbert & Cook
West Des Moines,
Iowa
|
$26.2M
|
-$318K
|
-3,740
|
-1%
|
|
|
110
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$26M
|
+$25.1M
|
+295,250
|
+3,285%
|
|
|
111
|
Boston Partners
Boston,
Massachusetts
|
$25.8M
|
-$28.6M
|
-337,009
|
Closed
|
|
|
112
|
Equitable Holdings
New York
|
$25.7M
|
+$3.96M
|
+46,565
|
+18%
|
|
|
113
|
Chandler Asset Management
San Diego,
California
|
$25.7M
|
–
|
–
|
–
|
|
|
114
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$25.5M
|
-$221K
|
-2,598
|
-0.9%
|
|
|
115
|
|
$24.9M
|
+$24.6M
|
+290,000
|
New
|
|
|
116
|
Legacy Private Trust
Neenah,
Wisconsin
|
$24.6M
|
-$2.12M
|
-24,995
|
-8%
|
|
|
117
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$24.3M
|
-$1.02M
|
-12,064
|
-4%
|
|
|
118
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$23.8M
|
+$532K
|
+6,257
|
+2%
|
|
|
119
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$21.9M
|
-$10.3M
|
-121,591
|
-32%
|
|
|
120
|
MML Investors Services
Springfield,
Massachusetts
|
$21.9M
|
-$1.04M
|
-12,196
|
-5%
|
|
|
121
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$21.7M
|
+$21.6M
|
+253,970
|
New
|
|
|
122
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21M
|
-$619K
|
-7,281
|
-3%
|
|
|
123
|
Bogart Wealth LLC
Mclean,
Virginia
|
$20.6M
|
+$376K
|
+4,423
|
+2%
|
|
|
124
|
The Family Firm
Bethesda,
Maryland
|
$20.2M
|
-$631K
|
-7,432
|
-3%
|
|
|
125
|
US Bancorp
Minneapolis,
Minnesota
|
$20M
|
-$1.73M
|
-20,402
|
-8%
|
|
