|
51
|
Midwest Trust
Overland Park,
Kansas
|
$55.2M
|
+$1.08M
|
+11,980
|
+2%
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$54.9M
|
+$7.24M
|
+80,594
|
+15%
|
|
|
53
|
Efficient Advisors
Mason,
Ohio
|
$53.7M
|
+$1.55M
|
+17,250
|
+3%
|
|
|
54
|
First Command Advisory Services
Fort Worth,
Texas
|
$53.2M
|
+$1M
|
+11,167
|
+2%
|
|
|
55
|
|
$52.8M
|
-$677K
|
-7,534
|
-1%
|
|
|
56
|
Pennsylvania State University
University Park,
Pennsylvania
|
$52.4M
|
+$53.2M
|
+592,234
|
New
|
|
|
57
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.8M
|
-$5.92M
|
-65,908
|
-10%
|
|
|
58
|
Rebalance
Palo Alto,
California
|
$50.8M
|
-$822K
|
-9,149
|
-2%
|
|
|
59
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$48.6M
|
+$4.58M
|
+50,991
|
+10%
|
|
|
60
|
Rockefeller Capital Management
New York
|
$44.5M
|
+$1.58M
|
+17,528
|
+4%
|
|
|
61
|
Glenview Trust
Louisville,
Kentucky
|
$43.7M
|
+$847K
|
+9,424
|
+2%
|
|
|
62
|
Citizens Financial Group
Providence,
Rhode Island
|
$42.7M
|
-$1.49M
|
-16,634
|
-3%
|
|
|
63
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$41.8M
|
+$3.08M
|
+34,241
|
+8%
|
|
|
64
|
Osborne Partners Capital Management
San Francisco,
California
|
$40.2M
|
+$1.71K
|
+19
|
+0%
|
|
|
65
|
SCS Capital Management
Boston,
Massachusetts
|
$39.5M
|
+$1.63M
|
+18,185
|
+4%
|
|
|
66
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$38.6M
|
-$495K
|
-5,509
|
-1%
|
|
|
67
|
Passive Capital Management
Baltimore,
Maryland
|
$38.4M
|
-$20.5K
|
-228
|
-0.1%
|
|
|
68
|
Empirical Wealth Management
Seattle,
Washington
|
$38M
|
+$2.43M
|
+27,063
|
+7%
|
|
|
69
|
M&T Bank
Buffalo,
New York
|
$37.7M
|
+$1.67M
|
+18,584
|
+5%
|
|
|
70
|
Chandler Asset Management
San Diego,
California
|
$37M
|
+$1.88M
|
+20,970
|
+5%
|
|
|
71
|
Principal Financial Group
Des Moines,
Iowa
|
$36.5M
|
+$13M
|
+144,315
|
+54%
|
|
|
72
|
Mercer Global Advisors
Denver,
Colorado
|
$35.8M
|
+$23.5K
|
+262
|
+0.1%
|
|
|
73
|
Falcon Wealth Planning
Ontario,
California
|
$35.3M
|
+$2.35M
|
+26,115
|
+7%
|
|
|
74
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$34.6M
|
+$1.28M
|
+14,280
|
+4%
|
|
|
75
|
PGIM Custom Harvest
Newark,
New Jersey
|
$34.1M
|
+$9.6M
|
+106,796
|
+38%
|
|
