|
176
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$27.3M
|
-$2.48M
|
-50,530
|
-8%
|
|
|
177
|
Hollencrest Capital Management
Newport Beach,
California
|
$27M
|
+$24.2M
|
+494,200
|
+849%
|
|
|
178
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$26.6M
|
+$26.6M
|
+542,704
|
+22,764%
|
|
|
179
|
Cambridge Associates
Boston,
Massachusetts
|
$26.5M
|
-$4.56M
|
-92,951
|
-15%
|
|
|
180
|
Avantax Planning Partners
Dubuque,
Iowa
|
$26.3M
|
+$843K
|
+17,180
|
+3%
|
|
|
181
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$26.2M
|
+$8M
|
+163,177
|
+44%
|
|
|
182
|
Strategic Investment Management
Arlington,
Virginia
|
$25.8M
|
+$5.75M
|
+117,120
|
+27%
|
|
|
183
|
Jones Financial Companies
Des Peres,
Missouri
|
$25.6M
|
-$973K
|
-19,841
|
-4%
|
|
|
184
|
Barclays
London,
United Kingdom
|
$25.4M
|
-$2.12M
|
-43,239
|
-8%
|
|
|
185
|
Atria Wealth Solutions
New York
|
$25.3M
|
+$19.2M
|
+392,336
|
+311%
|
|
|
186
|
Cobblestone Capital Advisors
Rochester,
New York
|
$25.2M
|
+$477K
|
+9,725
|
+2%
|
|
|
187
|
Allspring Global Investments
Charlotte,
North Carolina
|
$24.9M
|
-$2.18M
|
-44,416
|
-8%
|
|
|
188
|
Swan Global Investments
Durango,
Colorado
|
$24.9M
|
-$888K
|
-18,100
|
-3%
|
|
|
189
|
True Link Financial Advisors
San Francisco,
California
|
$23.7M
|
+$1.21M
|
+24,632
|
+5%
|
|
|
190
|
University of Pittsburgh
Pittsburgh,
Pennsylvania
|
$23.7M
|
–
|
–
|
–
|
|
|
191
|
Chai Trust Company
Chicago,
Illinois
|
$23.6M
|
+$1.21M
|
+24,624
|
+5%
|
|
|
192
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$23.5M
|
+$1.79M
|
+36,459
|
+8%
|
|
|
193
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$23.5M
|
+$8.67M
|
+176,703
|
+58%
|
|
|
194
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$23.4M
|
+$22.4M
|
+455,670
|
+1,906%
|
|
|
195
|
MBL Wealth
Charlotte,
North Carolina
|
$23.3M
|
+$3.21M
|
+65,513
|
+16%
|
|
|
196
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$23.3M
|
+$734K
|
+14,959
|
+3%
|
|
|
197
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$23.2M
|
+$302K
|
+6,151
|
+1%
|
|
|
198
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$23.2M
|
-$6.52M
|
-132,935
|
-22%
|
|
|
199
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$23M
|
-$3.15M
|
-64,115
|
-12%
|
|
|
200
|
Telemus Capital
Southfield,
Michigan
|
$22.5M
|
+$832K
|
+16,955
|
+4%
|
|
