|
101
|
Cerity Partners OCIO
New York
|
$18.4M
|
-$295K
|
-3,410
|
-2%
|
|
|
102
|
Oppenheimer & Co
New York
|
$18.3M
|
+$3.59M
|
+41,486
|
+24%
|
|
|
103
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$17.1M
|
+$14.5M
|
+167,646
|
+571%
|
|
|
104
|
Fulcrum Equity Management
Plano,
Texas
|
$17M
|
-$101M
|
-1,164,465
|
-86%
|
|
|
105
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$16.9M
|
+$931K
|
+10,750
|
+6%
|
|
|
106
|
SFMG Wealth Advisors
Plano,
Texas
|
$16.9M
|
-$64.2M
|
-740,756
|
-79%
|
|
|
107
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$16.8M
|
+$16.1M
|
+186,437
|
+2,578%
|
|
|
108
|
Winch Advisory Services
Appleton,
Wisconsin
|
$16.8M
|
-$11.1M
|
-128,621
|
-40%
|
|
|
109
|
Mariner
Overland Park,
Kansas
|
$16.4M
|
-$9.59M
|
-110,720
|
-37%
|
|
|
110
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$16.2M
|
-$6.33M
|
-73,051
|
-28%
|
|
|
111
|
Syntal Capital Partners
Midland,
Texas
|
$16M
|
+$16M
|
+184,744
|
New
|
|
|
112
|
Barings
Charlotte,
North Carolina
|
$16M
|
–
|
–
|
–
|
|
|
113
|
Financial Engines Advisors
Santa Clara,
California
|
$15.8M
|
+$15.6M
|
+180,185
|
+6,417%
|
|
|
114
|
Creative Planning
Overland Park,
Kansas
|
$15.6M
|
+$14.2M
|
+163,394
|
+982%
|
|
|
115
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.4M
|
-$2.6M
|
-30,019
|
-14%
|
|
|
116
|
NTV Asset Management
Charleston,
West Virginia
|
$15.3M
|
+$12.9M
|
+149,440
|
+557%
|
|
|
117
|
Scotia Capital
Toronto,
Ontario, Canada
|
$15.2M
|
+$454K
|
+5,244
|
+3%
|
|
|
118
|
Wealthquest
Cincinnati,
Ohio
|
$15M
|
+$15M
|
+173,365
|
New
|
|
|
119
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$15M
|
-$3.97M
|
-45,796
|
-21%
|
|
|
120
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$14.8M
|
+$713K
|
+8,237
|
+5%
|
|
|
121
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$14.7M
|
-$2.6M
|
-30,000
|
-15%
|
|
|
122
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.6M
|
+$14.6M
|
+168,940
|
New
|
|
|
123
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14.6M
|
-$1.16M
|
-13,427
|
-7%
|
|
|
124
|
Freestate Advisors
Overland Park,
Kansas
|
$14.4M
|
-$16.6M
|
-192,220
|
-54%
|
|
|
125
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$14.1M
|
+$3.18M
|
+36,758
|
+29%
|
|
