|
176
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$25.9M
|
+$1.91M
|
+38,596
|
+8%
|
|
|
177
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$25.6M
|
+$643K
|
+12,989
|
+2%
|
|
|
178
|
Commerce Bank
Kansas City,
Missouri
|
$25.6M
|
-$97.7K
|
-1,974
|
-0.4%
|
|
|
179
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$25.5M
|
-$1.09M
|
-21,952
|
-4%
|
|
|
180
|
Swan Global Investments
Durango,
Colorado
|
$25.5M
|
+$450K
|
+9,100
|
+2%
|
|
|
181
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$25.1M
|
-$37M
|
-746,880
|
-59%
|
|
|
182
|
Grimes & Company
Westborough,
Massachusetts
|
$25.1M
|
-$81.1M
|
-1,639,713
|
-76%
|
|
|
183
|
True Link Financial Advisors
San Francisco,
California
|
$25M
|
+$958K
|
+19,361
|
+4%
|
|
|
184
|
Tarbox Family Office
Newport Beach,
California
|
$25M
|
-$8.75M
|
-176,826
|
-25%
|
|
|
185
|
Nottingham Advisors
Amherst,
New York
|
$24.8M
|
-$103K
|
-2,075
|
-0.4%
|
|
|
186
|
Abound Wealth Management
Franklin,
Tennessee
|
$24.7M
|
+$1.04M
|
+21,099
|
+4%
|
|
|
187
|
Chai Trust Company
Chicago,
Illinois
|
$24.5M
|
+$1.13M
|
+22,912
|
+5%
|
|
|
188
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$24.4M
|
+$859K
|
+17,367
|
+4%
|
|
|
189
|
MBL Wealth
Charlotte,
North Carolina
|
$24M
|
-$525K
|
-10,605
|
-2%
|
|
|
190
|
Syon Capital
San Francisco,
California
|
$23.9M
|
+$24.8M
|
+501,279
|
New
|
|
|
191
|
Allspring Global Investments
Charlotte,
North Carolina
|
$23.8M
|
-$1.48M
|
-29,884
|
-6%
|
|
|
192
|
Northern Trust
Chicago,
Illinois
|
$23.6M
|
-$896K
|
-18,100
|
-4%
|
|
|
193
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$23.6M
|
-$4.08M
|
-82,452
|
-14%
|
|
|
194
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$22.6M
|
+$542K
|
+10,949
|
+2%
|
|
|
195
|
Jones Financial Companies
Des Peres,
Missouri
|
$22.6M
|
+$82.5K
|
+1,668
|
+0.4%
|
|
|
196
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$22.5M
|
-$1.27M
|
-25,670
|
-5%
|
|
|
197
|
Telemus Capital
Southfield,
Michigan
|
$22.5M
|
+$216K
|
+4,368
|
+0.9%
|
|
|
198
|
Bessemer Group
Woodbridge,
New Jersey
|
$22.4M
|
+$6.2M
|
+125,267
|
+36%
|
|
|
199
|
|
$22.2M
|
+$1.74M
|
+35,154
|
+8%
|
|
|
200
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$22.1M
|
+$22.9M
|
+463,411
|
New
|
|
