|
101
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$19.7M
|
-$1.75M
|
-10,995
|
-8%
|
|
|
102
|
Marotta Asset Management
Charlottesville,
Virginia
|
$19.4M
|
+$477K
|
+2,999
|
+3%
|
|
|
103
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$19.3M
|
+$19.4M
|
+121,626
|
New
|
|
|
104
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$19.2M
|
-$66.7K
|
-419
|
-0.3%
|
|
|
105
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$18.9M
|
+$148K
|
+930
|
+0.8%
|
|
|
106
|
Brickley Wealth Management
San Mateo,
California
|
$18.7M
|
-$92.2K
|
-579
|
-0.5%
|
|
|
107
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$18.3M
|
+$236K
|
+1,484
|
+1%
|
|
|
108
|
Sepio Capital
Salt Lake City,
Utah
|
$18M
|
-$7.89M
|
-49,535
|
-30%
|
|
|
109
|
Natixis Advisors
Boston,
Massachusetts
|
$17.4M
|
+$5.92M
|
+37,193
|
+52%
|
|
|
110
|
Comerica Bank
Dallas,
Texas
|
$17.1M
|
-$431K
|
-2,707
|
-3%
|
|
|
111
|
Pasadena Private Wealth
Pasadena,
California
|
$16.7M
|
+$1.52M
|
+9,563
|
+10%
|
|
|
112
|
BHK Investment Advisors
Birmingham,
Alabama
|
$16.6M
|
-$3.91M
|
-24,584
|
-19%
|
|
|
113
|
|
$16.6M
|
+$11.8M
|
+74,240
|
+272%
|
|
|
114
|
Corient Private Wealth
Miami,
Florida
|
$16.5M
|
+$16.4M
|
+102,727
|
New
|
|
|
115
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$16.3M
|
-$1.76M
|
-11,064
|
-10%
|
|
|
116
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$16M
|
+$15.1M
|
+94,939
|
New
|
|
|
117
|
Studio Investment Management
Chicago,
Illinois
|
$15.9M
|
+$150K
|
+943
|
+1%
|
|
|
118
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.9M
|
+$6.18M
|
+38,806
|
+63%
|
|
|
119
|
Bank of New York Mellon
New York
|
$15.7M
|
+$6.56M
|
+41,193
|
+71%
|
|
|
120
|
Avior Wealth Management
Omaha,
Nebraska
|
$15.3M
|
-$162K
|
-1,017
|
-1%
|
|
|
121
|
Relative Value Partners Group
|
$15.2M
|
+$477K
|
+2,993
|
+3%
|
|
|
122
|
Carlson Capital Management
Northfield,
Minnesota
|
$15.1M
|
-$319K
|
-2,006
|
-2%
|
|
|
123
|
University of Maryland Foundation
Adelphi,
Maryland
|
$14.5M
|
–
|
–
|
–
|
|
|
124
|
World Investment Advisors
Santa Barbara,
California
|
$13.9M
|
+$13.3M
|
+83,521
|
+2,090%
|
|
|
125
|
Partners in Financial Planning
Salem,
Virginia
|
$13.7M
|
+$31.4K
|
+197
|
+0.2%
|
|
