|
101
|
Parsec Financial Management
Asheville,
North Carolina
|
$28.8M
|
-$884K
|
-5,724
|
-3%
|
|
|
102
|
Paulson Wealth Management
Wheaton,
Illinois
|
$28.7M
|
+$581K
|
+3,763
|
+2%
|
|
|
103
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$28.6M
|
-$29.3K
|
-190
|
-0.1%
|
|
|
104
|
German American Bancorp
Jasper,
Indiana
|
$27.6M
|
+$89.1K
|
+577
|
+0.3%
|
|
|
105
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$27.5M
|
-$10.6M
|
-68,317
|
-27%
|
|
|
106
|
Telemus Capital
Southfield,
Michigan
|
$27.3M
|
-$642K
|
-4,159
|
-2%
|
|
|
107
|
Nuveen
Charlotte,
North Carolina
|
$26.1M
|
+$662K
|
+4,289
|
+3%
|
|
|
108
|
United Capital Financial Advisors
Irving,
Texas
|
$25.9M
|
-$892K
|
-5,776
|
-3%
|
|
|
109
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$25.7M
|
+$314K
|
+2,032
|
+1%
|
|
|
110
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$24.8M
|
-$2.17M
|
-14,055
|
-8%
|
|
|
111
|
Callan Family Office
Radnor,
Pennsylvania
|
$24.7M
|
-$2.87M
|
-18,600
|
-10%
|
|
|
112
|
Kestra Advisory Services
Austin,
Texas
|
$24.7M
|
-$17.4M
|
-112,743
|
-41%
|
|
|
113
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$24.4M
|
-$4.55M
|
-29,490
|
-16%
|
|
|
114
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$23M
|
-$75.5K
|
-489
|
-0.3%
|
|
|
115
|
New York Life Investment Management
New York
|
$22.9M
|
-$13.8M
|
-89,283
|
-37%
|
|
|
116
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$22.8M
|
+$11.6M
|
+75,000
|
+100%
|
|
|
117
|
Mission Wealth Management
Santa Barbara,
California
|
$22.8M
|
-$717K
|
-4,644
|
-3%
|
|
|
118
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$22.4M
|
+$958K
|
+6,204
|
+4%
|
|
|
119
|
Crestone Asset Management
Boulder,
Colorado
|
$22.3M
|
-$2.08M
|
-13,447
|
-8%
|
|
|
120
|
SEI Investments
Oaks,
Pennsylvania
|
$22.3M
|
-$8.35M
|
-54,061
|
-27%
|
|
|
121
|
Waverly Advisors
Birmingham,
Alabama
|
$22M
|
-$771K
|
-4,993
|
-3%
|
|
|
122
|
HSBC Holdings
London,
United Kingdom
|
$21.8M
|
-$26.5M
|
-171,826
|
-55%
|
|
|
123
|
FDx Advisors
Chicago,
Illinois
|
$21.7M
|
–
|
–
|
–
|
|
|
124
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$21.4M
|
+$542K
|
+3,511
|
+3%
|
|
|
125
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.4M
|
-$97.3K
|
-630
|
-0.5%
|
|
