|
126
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$45.8M
|
+$14.7M
|
+230,281
|
+45%
|
|
|
127
|
Edge Capital Group
Atlanta,
Georgia
|
$45.6M
|
-$5.73M
|
-90,081
|
-11%
|
|
|
128
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$44.2M
|
+$39.4M
|
+619,500
|
+642%
|
|
|
129
|
Twele Capital Management
Minnetonka,
Minnesota
|
$43.4M
|
+$13M
|
+203,535
|
+41%
|
|
|
130
|
MML Investors Services
Springfield,
Massachusetts
|
$41.6M
|
+$790K
|
+12,404
|
+2%
|
|
|
131
|
Geode Capital Management
Boston,
Massachusetts
|
$41.6M
|
–
|
–
|
–
|
|
|
132
|
WhitTier Trust Company
Reno,
Nevada
|
$40.4M
|
+$2.88M
|
+45,307
|
+7%
|
|
|
133
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$40.1M
|
+$1.81M
|
+28,448
|
+5%
|
|
|
134
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$39.8M
|
+$1.24M
|
+19,454
|
+3%
|
|
|
135
|
Balentine LLC
Atlanta,
Georgia
|
$39.7M
|
-$382M
|
-5,999,689
|
-90%
|
|
|
136
|
Rockefeller Capital Management
New York
|
$39.6M
|
+$2.76M
|
+43,339
|
+7%
|
|
|
137
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$39.5M
|
+$434K
|
+6,819
|
+1%
|
|
|
138
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$39.3M
|
+$7.21M
|
+113,282
|
+22%
|
|
|
139
|
Northern Trust
Chicago,
Illinois
|
$39M
|
-$101M
|
-1,589,916
|
-72%
|
|
|
140
|
Progeny 3 Inc
Kirkland,
Washington
|
$38.9M
|
–
|
–
|
–
|
|
|
141
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$38.5M
|
+$19.4M
|
+304,676
|
+95%
|
|
|
142
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$37.5M
|
+$2.42M
|
+38,003
|
+7%
|
|
|
143
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$35M
|
–
|
–
|
–
|
|
|
144
|
Veritable
Wilmington,
Delaware
|
$34.4M
|
+$828
|
+13
|
+0%
|
|
|
145
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$34M
|
+$1.16M
|
+18,166
|
+3%
|
|
|
146
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$33.3M
|
-$10M
|
-157,858
|
-23%
|
|
|
147
|
Tarbox Family Office
Newport Beach,
California
|
$33.2M
|
+$1.11M
|
+17,396
|
+3%
|
|
|
148
|
Regions Financial Corp
Birmingham,
Alabama
|
$32.8M
|
+$1.95M
|
+30,624
|
+6%
|
|
|
149
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$31.8M
|
+$3.52M
|
+55,271
|
+12%
|
|
|
150
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$31.1M
|
+$194K
|
+3,050
|
+0.6%
|
|
