|
101
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$168M
|
+$679K
|
+7,278
|
+0.4%
|
|
|
102
|
Midland Wealth Advisors
Effingham,
Illinois
|
$167M
|
-$23.1M
|
-247,524
|
-12%
|
|
|
103
|
49 Wealth Management
Austin,
Texas
|
$162M
|
+$14.7M
|
+157,540
|
+10%
|
|
|
104
|
Charles Schwab
San Francisco,
California
|
$161M
|
+$1.18M
|
+12,680
|
+0.7%
|
|
|
105
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$160M
|
+$3.62M
|
+38,751
|
+2%
|
|
|
106
|
Parcion Private Wealth
Bellevue,
Washington
|
$160M
|
+$69.8M
|
+747,777
|
+74%
|
|
|
107
|
Avidian Wealth Enterprises
Houston,
Texas
|
$156M
|
-$6.94M
|
-74,400
|
-4%
|
|
|
108
|
SCS Capital Management
Boston,
Massachusetts
|
$150M
|
-$3.42M
|
-36,658
|
-2%
|
|
|
109
|
NEOS Investment Management
Westport,
Connecticut
|
$148M
|
+$106M
|
+1,133,088
|
+225%
|
|
|
110
|
Meeder Advisory Services
Dublin,
Ohio
|
$144M
|
+$12.8M
|
+137,123
|
+9%
|
|
|
111
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$141M
|
+$32.2M
|
+344,753
|
+28%
|
|
|
112
|
First Business Financial Services
Madison,
Wisconsin
|
$141M
|
+$3.95M
|
+42,356
|
+3%
|
|
|
113
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$140M
|
-$4.21B
|
-45,088,881
|
-97%
|
|
|
114
|
Mission Wealth Management
Santa Barbara,
California
|
$139M
|
-$162M
|
-1,738,032
|
-53%
|
|
|
115
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$139M
|
+$22.3M
|
+239,124
|
+18%
|
|
|
116
|
Alesco Advisors
Pittsford,
New York
|
$134M
|
-$3.46M
|
-37,085
|
-2%
|
|
|
117
|
UNC Management Company
Chapel Hill,
North Carolina
|
$133M
|
+$137M
|
+1,470,995
|
New
|
|
|
118
|
Facet Wealth Inc
Baltimore,
Maryland
|
$132M
|
+$17.2M
|
+184,237
|
+14%
|
|
|
119
|
Wealthquest
Cincinnati,
Ohio
|
$130M
|
+$2.64M
|
+28,253
|
+2%
|
|
|
120
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$125M
|
+$1.26M
|
+13,532
|
+1%
|
|
|
121
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$124M
|
+$4.43M
|
+47,485
|
+4%
|
|
|
122
|
UMB Bank
Kansas City,
Missouri
|
$123M
|
+$6.76M
|
+72,400
|
+6%
|
|
|
123
|
NewEdge Advisors
New Orleans,
Louisiana
|
$123M
|
+$7.58M
|
+81,248
|
+6%
|
|
|
124
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$123M
|
-$2.07M
|
-22,225
|
-2%
|
|
|
125
|
Ritholtz Wealth Management
New York
|
$122M
|
+$5.73M
|
+61,359
|
+5%
|
|
