|
101
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$121M
|
+$120M
|
+1,600,017
|
New
|
|
|
102
|
Facet Wealth Inc
Baltimore,
Maryland
|
$118M
|
+$53.7M
|
+718,322
|
+95%
|
|
|
103
|
Makena Capital Management
Menlo Park,
California
|
$116M
|
+$64.2M
|
+858,111
|
+127%
|
|
|
104
|
Mercer Global Advisors
Denver,
Colorado
|
$114M
|
+$674K
|
+9,010
|
+0.6%
|
|
|
105
|
CX Institutional
Auburn,
Indiana
|
$113M
|
-$32.1M
|
-429,264
|
-22%
|
|
|
106
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$112M
|
-$2.41M
|
-32,268
|
-2%
|
|
|
107
|
Neuberger Berman Group
New York
|
$110M
|
+$1.19M
|
+15,932
|
+1%
|
|
|
108
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$110M
|
+$7.19M
|
+96,129
|
+7%
|
|
|
109
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$109M
|
-$59.4M
|
-794,710
|
-36%
|
|
|
110
|
Osaic Holdings
Scottsdale,
Arizona
|
$108M
|
-$50.5M
|
-675,510
|
-32%
|
|
|
111
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$107M
|
-$25.5M
|
-340,402
|
-19%
|
|
|
112
|
Truepoint Inc
Cincinnati,
Ohio
|
$106M
|
-$24.4M
|
-325,973
|
-19%
|
|
|
113
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$106M
|
+$9.24M
|
+123,513
|
+10%
|
|
|
114
|
Choreo LLC
Rockford,
Illinois
|
$106M
|
+$16.2M
|
+217,288
|
+18%
|
|
|
115
|
Corient Private Wealth
Miami,
Florida
|
$105M
|
-$2.01M
|
-26,830
|
-2%
|
|
|
116
|
Hantz Financial Services
Southfield,
Michigan
|
$105M
|
+$8.42M
|
+112,553
|
+9%
|
|
|
117
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$104M
|
-$4.6M
|
-61,514
|
-4%
|
|
|
118
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$103M
|
+$6.94M
|
+92,749
|
+7%
|
|
|
119
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$102M
|
–
|
–
|
–
|
|
|
120
|
Equitable Holdings
New York
|
$101M
|
-$7.5M
|
-100,275
|
-7%
|
|
|
121
|
Natixis Advisors
Boston,
Massachusetts
|
$100M
|
+$14.8M
|
+198,090
|
+18%
|
|
|
122
|
Wealthquest
Cincinnati,
Ohio
|
$99.5M
|
+$2.6M
|
+34,774
|
+3%
|
|
|
123
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$97.3M
|
+$705K
|
+9,433
|
+0.7%
|
|
|
124
|
New York Life Investment Management
New York
|
$96.9M
|
+$37.9M
|
+506,429
|
+65%
|
|
|
125
|
SigFig Wealth Management
San Francisco,
California
|
$94.6M
|
+$476K
|
+6,363
|
+0.5%
|
|
