|
126
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$8.53M
|
-$356M
|
-9,537,469
|
-98%
|
|
|
127
|
UMB Bank
Kansas City,
Missouri
|
$8.11M
|
+$318K
|
+8,533
|
+4%
|
|
|
128
|
Steward Partners Investment Advisory
New York
|
$7.74M
|
-$257K
|
-6,899
|
-3%
|
|
|
129
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$7.6M
|
+$782K
|
+20,983
|
+11%
|
|
|
130
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.5M
|
-$6.17M
|
-165,527
|
-45%
|
|
|
131
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$7.42M
|
-$2.14M
|
-57,379
|
-22%
|
|
|
132
|
Payden & Rygel
Los Angeles,
California
|
$7.34M
|
+$7.43M
|
+199,187
|
New
|
|
|
133
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.22M
|
+$126K
|
+3,381
|
+2%
|
|
|
134
|
Modern Wealth Management
Lenexa,
Kansas
|
$7.06M
|
+$41.6K
|
+1,117
|
+0.6%
|
|
|
135
|
Vise Technologies
New York
|
$6.9M
|
–
|
–
|
–
|
|
|
136
|
Single Point Partners
Boston,
Massachusetts
|
$6.83M
|
+$187K
|
+5,018
|
+3%
|
|
|
137
|
World Investment Advisors
Santa Barbara,
California
|
$6.77M
|
-$165K
|
-4,420
|
-2%
|
|
|
138
|
Integrated Advisors Network
Dallas,
Texas
|
$6.63M
|
+$1.3M
|
+34,940
|
+24%
|
|
|
139
|
Cornerstone Management
Duluth,
Georgia
|
$6.5M
|
+$540K
|
+14,473
|
+9%
|
|
|
140
|
United Capital Financial Advisors
Irving,
Texas
|
$6.49M
|
-$2.38M
|
-63,827
|
-27%
|
|
|
141
|
PPM America
Chicago,
Illinois
|
$6.48M
|
+$6.55M
|
+175,800
|
New
|
|
|
142
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.43M
|
+$6.5M
|
+174,386
|
+60,974%
|
|
|
143
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.41M
|
+$376K
|
+10,091
|
+6%
|
|
|
144
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.38M
|
+$264K
|
+7,086
|
+4%
|
|
|
145
|
Ascent Group
Virginia Beach,
Virginia
|
$6.33M
|
+$125K
|
+3,342
|
+2%
|
|
|
146
|
Hohimer Wealth Management
Seattle,
Washington
|
$6.31M
|
+$76.1K
|
+2,040
|
+1%
|
|
|
147
|
Heritage Family Offices
Scottsdale,
Arizona
|
$6.17M
|
-$2.62M
|
-70,188
|
-30%
|
|
|
148
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.96M
|
-$2.89M
|
-77,515
|
-32%
|
|
|
149
|
Creative Planning
Overland Park,
Kansas
|
$5.89M
|
-$167K
|
-4,470
|
-3%
|
|
|
150
|
Fisher Asset Management
Camas,
Washington
|
$5.88M
|
-$439K
|
-11,786
|
-7%
|
|
