|
101
|
Charles Schwab
San Francisco,
California
|
$157M
|
-$3.47M
|
-39,197
|
-2%
|
|
|
102
|
Nuveen
Charlotte,
North Carolina
|
$156M
|
–
|
–
|
–
|
|
|
103
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$154M
|
+$22M
|
+248,742
|
+17%
|
|
|
104
|
SCS Capital Management
Boston,
Massachusetts
|
$152M
|
+$5.49M
|
+62,120
|
+4%
|
|
|
105
|
Neuberger Berman Group
New York
|
$147M
|
-$133K
|
-1,508
|
-0.1%
|
|
|
106
|
49 Wealth Management
Austin,
Texas
|
$146M
|
+$20.8M
|
+234,965
|
+17%
|
|
|
107
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$140M
|
+$10.4M
|
+118,123
|
+8%
|
|
|
108
|
Alesco Advisors
Pittsford,
New York
|
$136M
|
-$2.75M
|
-31,092
|
-2%
|
|
|
109
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$136M
|
+$7.56M
|
+85,521
|
+6%
|
|
|
110
|
First Business Financial Services
Madison,
Wisconsin
|
$135M
|
-$644K
|
-7,285
|
-0.5%
|
|
|
111
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$131M
|
-$3.89M
|
-44,041
|
-3%
|
|
|
112
|
Meeder Advisory Services
Dublin,
Ohio
|
$130M
|
+$10.4M
|
+118,157
|
+9%
|
|
|
113
|
Equitable Holdings
New York
|
$130M
|
+$4.04M
|
+45,650
|
+3%
|
|
|
114
|
Wealthquest
Cincinnati,
Ohio
|
$126M
|
+$5.38M
|
+60,822
|
+5%
|
|
|
115
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$125M
|
+$124M
|
+1,399,440
|
New
|
|
|
116
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$125M
|
-$8.43M
|
-95,298
|
-6%
|
|
|
117
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$123M
|
-$4.22M
|
-47,694
|
-3%
|
|
|
118
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$123M
|
-$56.5M
|
-638,612
|
-32%
|
|
|
119
|
Facet Wealth Inc
Baltimore,
Maryland
|
$121M
|
-$9.25M
|
-104,622
|
-8%
|
|
|
120
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$118M
|
+$1.22M
|
+13,797
|
+1%
|
|
|
121
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$116M
|
+$10M
|
+113,407
|
+10%
|
|
|
122
|
UMB Bank
Kansas City,
Missouri
|
$115M
|
-$2.23M
|
-25,263
|
-2%
|
|
|
123
|
Ritholtz Wealth Management
New York
|
$115M
|
+$1.91M
|
+21,633
|
+2%
|
|
|
124
|
NewEdge Advisors
New Orleans,
Louisiana
|
$114M
|
+$7.26M
|
+82,102
|
+7%
|
|
|
125
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$113M
|
-$57.4K
|
-649
|
-0.1%
|
|
