|
201
|
Savant Capital
Rockford,
Illinois
|
$50.7M
|
+$2.96M
|
+40,992
|
+6%
|
|
|
202
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$49.6M
|
-$162M
|
-2,250,068
|
-76%
|
|
|
203
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$49.6M
|
+$3.84M
|
+53,266
|
+8%
|
|
|
204
|
HSBC Holdings
London,
United Kingdom
|
$49.4M
|
+$4.2M
|
+58,214
|
+9%
|
|
|
205
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$49.3M
|
+$51.1M
|
+707,493
|
New
|
|
|
206
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$49.2M
|
-$4.78M
|
-66,277
|
-9%
|
|
|
207
|
Makena Capital Management
Menlo Park,
California
|
$48.3M
|
+$8.19M
|
+113,527
|
+20%
|
|
|
208
|
Sompo Asset Management
Tokyo,
Japan
|
$46.6M
|
+$574K
|
+7,953
|
+1%
|
|
|
209
|
Syon Capital
San Francisco,
California
|
$46.4M
|
+$9.56M
|
+132,520
|
+25%
|
|
|
210
|
AlphaCore Capital
La Jolla,
California
|
$45.9M
|
+$5.35M
|
+74,143
|
+13%
|
|
|
211
|
MBL Wealth
Charlotte,
North Carolina
|
$45.8M
|
+$1.21M
|
+16,790
|
+3%
|
|
|
212
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$45.6M
|
-$990K
|
-13,713
|
-2%
|
|
|
213
|
Kestra Advisory Services
Austin,
Texas
|
$45.3M
|
+$15.4M
|
+213,056
|
+49%
|
|
|
214
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$44.8M
|
+$7.44M
|
+103,115
|
+19%
|
|
|
215
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$44.8M
|
+$1.57M
|
+21,685
|
+3%
|
|
|
216
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$44M
|
+$439K
|
+6,082
|
+1%
|
|
|
217
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$43.9M
|
-$3.35M
|
-46,369
|
-7%
|
|
|
218
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$43.9M
|
+$425K
|
+5,895
|
+0.9%
|
|
|
219
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$43.5M
|
-$13M
|
-180,339
|
-22%
|
|
|
220
|
Concurrent Investment Advisors
Tampa,
Florida
|
$43.1M
|
+$10.4M
|
+143,981
|
+30%
|
|
|
221
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$43.1M
|
+$44.6M
|
+618,127
|
New
|
|
|
222
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$42.7M
|
+$43.2M
|
+599,040
|
+4,545%
|
|
|
223
|
|
$42.7M
|
-$730K
|
-10,118
|
-2%
|
|
|
224
|
Rakuten Investment Management
Tokyo,
Japan
|
$42.5M
|
+$23.4M
|
+323,684
|
+100%
|
|
|
225
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$42.4M
|
-$13.5M
|
-187,204
|
-24%
|
|
