|
101
|
Ally Financial
Detroit,
Michigan
|
$23.1M
|
–
|
–
|
–
|
|
|
102
|
Foster & Motley
Cincinnati,
Ohio
|
$21.8M
|
+$3.32M
|
+41,882
|
+20%
|
|
|
103
|
JMG Financial Group
Downers Grove,
Illinois
|
$21.4M
|
+$2.26M
|
+28,515
|
+13%
|
|
|
104
|
Pacific Capital Wealth Advisors
Corona,
California
|
$21.3M
|
+$466K
|
+5,879
|
+2%
|
|
|
105
|
Whelan Financial
Fresno,
California
|
$21.3M
|
+$785K
|
+9,899
|
+4%
|
|
|
106
|
Falcon Wealth Planning
Ontario,
California
|
$21.2M
|
+$1.5M
|
+18,988
|
+9%
|
|
|
107
|
Truist Financial
Charlotte,
North Carolina
|
$21M
|
+$335K
|
+4,227
|
+2%
|
|
|
108
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$21M
|
-$335K
|
-4,223
|
-2%
|
|
|
109
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$21M
|
+$451K
|
+5,696
|
+2%
|
|
|
110
|
Capital Investment Advisors
Atlanta,
Georgia
|
$21M
|
+$676K
|
+8,527
|
+4%
|
|
|
111
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$20.8M
|
-$769K
|
-9,700
|
-4%
|
|
|
112
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$20.6M
|
+$635K
|
+8,014
|
+4%
|
|
|
113
|
Atria Wealth Solutions
New York
|
$20.6M
|
-$159K
|
-2,004
|
-0.9%
|
|
|
114
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$20.4M
|
-$42.2M
|
-532,573
|
-70%
|
|
|
115
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$19.6M
|
+$847K
|
+10,691
|
+5%
|
|
|
116
|
Principal Financial Group
Des Moines,
Iowa
|
$19.5M
|
-$824K
|
-10,398
|
-5%
|
|
|
117
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$19.3M
|
-$20.7M
|
-261,600
|
-55%
|
|
|
118
|
Community Trust & Investment
Versailles,
Kentucky
|
$19M
|
+$240K
|
+3,030
|
+1%
|
|
|
119
|
Maryland State Retirement & Pension System
Baltimore,
Maryland
|
$19M
|
–
|
–
|
–
|
|
|
120
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$18.8M
|
-$1.35M
|
-17,095
|
-7%
|
|
|
121
|
Becker Capital Management
Portland,
Oregon
|
$17.8M
|
+$2M
|
+25,223
|
+14%
|
|
|
122
|
Wealthspire Advisors (New York)
New York
|
$17.8M
|
-$1.18M
|
-14,943
|
-7%
|
|
|
123
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.7M
|
-$1.23M
|
-15,540
|
-7%
|
|
|
124
|
MML Investors Services
Springfield,
Massachusetts
|
$17.5M
|
+$37.6K
|
+474
|
+0.2%
|
|
|
125
|
Fairfield University
Fairfield,
Connecticut
|
$17.5M
|
+$191K
|
+2,414
|
+1%
|
|
