|
151
|
Savant Capital
Rockford,
Illinois
|
$37.4M
|
-$1.92M
|
-34,760
|
-5%
|
|
|
152
|
TD Private Client Wealth
New York
|
$37.3M
|
+$2.97M
|
+53,602
|
+8%
|
|
|
153
|
Principal Securities
Des Moines,
Iowa
|
$37M
|
+$7M
|
+126,339
|
+22%
|
|
|
154
|
Cobblestone Capital Advisors
Rochester,
New York
|
$36.9M
|
+$571K
|
+10,316
|
+1%
|
|
|
155
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$36.6M
|
–
|
–
|
–
|
|
|
156
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$36.3M
|
+$38.5M
|
+694,732
|
New
|
|
|
157
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$36.3M
|
+$4.31M
|
+77,753
|
+12%
|
|
|
158
|
CKW Financial Group
Honolulu,
Hawaii
|
$35.9M
|
-$239K
|
-4,315
|
-0.6%
|
|
|
159
|
|
$35.9M
|
+$3.32M
|
+59,903
|
+10%
|
|
|
160
|
Litman Gregory Wealth Management
Larkspur,
California
|
$35.8M
|
-$1.48M
|
-26,772
|
-4%
|
|
|
161
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$35.4M
|
-$75.4M
|
-1,362,247
|
-67%
|
|
|
162
|
Mercer Global Advisors
Denver,
Colorado
|
$35.2M
|
+$24.3M
|
+438,096
|
+186%
|
|
|
163
|
Sompo Asset Management
Tokyo,
Japan
|
$35.1M
|
+$380K
|
+6,866
|
+1%
|
|
|
164
|
Abound Wealth Management
Franklin,
Tennessee
|
$35M
|
+$2.31M
|
+41,803
|
+7%
|
|
|
165
|
NewEdge Advisors
New Orleans,
Louisiana
|
$34.8M
|
+$9.9M
|
+178,737
|
+37%
|
|
|
166
|
Sterling Capital Management
Charlotte,
North Carolina
|
$34.4M
|
+$17.3M
|
+312,687
|
+91%
|
|
|
167
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$34.1M
|
+$276K
|
+4,975
|
+0.8%
|
|
|
168
|
New York Life Investment Management
New York
|
$34M
|
+$1.53M
|
+27,643
|
+4%
|
|
|
169
|
Strategic Investment Management
Arlington,
Virginia
|
$33.2M
|
+$20.5M
|
+369,950
|
+140%
|
|
|
170
|
Connable Office Inc
Kalamazoo,
Michigan
|
$33.1M
|
+$1.7M
|
+30,656
|
+5%
|
|
|
171
|
SignatureFD
Atlanta,
Georgia
|
$33M
|
-$1.43M
|
-25,745
|
-4%
|
|
|
172
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$32.3M
|
+$1.56M
|
+28,212
|
+5%
|
|
|
173
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$32.2M
|
+$4.23M
|
+76,417
|
+14%
|
|
|
174
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$32.2M
|
+$4.23M
|
+76,417
|
+14%
|
|
|
175
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$32M
|
–
|
–
|
–
|
|
