|
26
|
Foster Group
West Des Moines,
Iowa
|
$125M
|
+$6.84M
|
+116,391
|
+6%
|
|
|
27
|
Charles Schwab
San Francisco,
California
|
$121M
|
+$2.3M
|
+39,138
|
+2%
|
|
|
28
|
Bank of New York Mellon
New York
|
$115M
|
-$2.65M
|
-45,064
|
-2%
|
|
|
29
|
Strategic Financial Services
Utica,
New York
|
$113M
|
+$112M
|
+1,909,312
|
+6,078%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$105M
|
-$980K
|
-16,675
|
-0.9%
|
|
|
31
|
Gitterman Wealth Management
Edison,
New Jersey
|
$104M
|
+$598K
|
+10,168
|
+0.6%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$102M
|
+$3.57M
|
+60,714
|
+4%
|
|
|
33
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$96.7M
|
+$98M
|
+1,666,581
|
New
|
|
|
34
|
Raymond James Financial
St Petersburg,
Florida
|
$95M
|
+$96.3M
|
+1,638,481
|
New
|
|
|
35
|
Cambridge Associates
Boston,
Massachusetts
|
$94.1M
|
+$56.1M
|
+954,151
|
+143%
|
|
|
36
|
Bangor Savings Bank
Bangor,
Maine
|
$87.9M
|
+$5.09M
|
+86,615
|
+6%
|
|
|
37
|
Valeo Financial Advisors
Carmel,
Indiana
|
$81.4M
|
+$4.62M
|
+78,613
|
+6%
|
|
|
38
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$76.9M
|
+$10.9M
|
+186,283
|
+16%
|
|
|
39
|
First Interstate Bank
Billings,
Montana
|
$75.5M
|
-$3.86M
|
-65,661
|
-5%
|
|
|
40
|
Jordan Park Group
San Francisco,
California
|
$74.2M
|
-$3.12M
|
-53,143
|
-4%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$71.8M
|
+$52.4M
|
+891,502
|
+258%
|
|
|
42
|
|
$69.8M
|
-$73.8M
|
-1,255,395
|
-51%
|
|
|
43
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$68M
|
+$4.49M
|
+76,432
|
+7%
|
|
|
44
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$67.4M
|
+$1.31M
|
+22,316
|
+2%
|
|
|
45
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$65.2M
|
–
|
–
|
–
|
|
|
46
|
Permanent Capital Management
Chicago,
Illinois
|
$62.9M
|
+$63.8M
|
+1,085,193
|
New
|
|
|
47
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$62.2M
|
-$12.4M
|
-210,900
|
-16%
|
|
|
48
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$60.9M
|
+$3.71M
|
+63,137
|
+6%
|
|
|
49
|
Burney Company
Reston,
Virginia
|
$59.6M
|
+$9.29M
|
+158,063
|
+18%
|
|
|
50
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$59.2M
|
–
|
–
|
–
|
|
