|
101
|
Glenview Trust
Louisville,
Kentucky
|
$25.2M
|
+$2.63M
|
+28,549
|
+12%
|
|
|
102
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$25.2M
|
+$799K
|
+8,679
|
+3%
|
|
|
103
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$25M
|
+$871K
|
+9,456
|
+4%
|
|
|
104
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$24.6M
|
+$57.7K
|
+627
|
+0.2%
|
|
|
105
|
Whelan Financial
Fresno,
California
|
$24.5M
|
+$49.4K
|
+537
|
+0.2%
|
|
|
106
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$24.5M
|
-$194K
|
-2,107
|
-0.8%
|
|
|
107
|
Wealthspire Advisors (New York)
New York
|
$24.3M
|
+$6.2M
|
+67,289
|
+37%
|
|
|
108
|
Fidelity International
Hamilton,
Bermuda
|
$24M
|
+$22.7M
|
+246,286
|
New
|
|
|
109
|
Community Trust & Investment
Versailles,
Kentucky
|
$23.5M
|
+$85.6K
|
+930
|
+0.4%
|
|
|
110
|
|
$23.1M
|
+$13M
|
+141,705
|
+148%
|
|
|
111
|
JMG Financial Group
Downers Grove,
Illinois
|
$22.9M
|
-$1.24M
|
-13,419
|
-5%
|
|
|
112
|
Omega Financial Group
Santa Barbara,
California
|
$22.8M
|
+$14.7M
|
+159,680
|
+215%
|
|
|
113
|
Pacific Capital Wealth Advisors
Corona,
California
|
$22.6M
|
-$4.46M
|
-48,385
|
-17%
|
|
|
114
|
State Street
Boston,
Massachusetts
|
$21.6M
|
-$11.9M
|
-128,974
|
-37%
|
|
|
115
|
McIlrath & Eck
Arlington,
Washington
|
$21.5M
|
+$777K
|
+8,443
|
+4%
|
|
|
116
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$21.4M
|
+$3.95M
|
+42,907
|
+24%
|
|
|
117
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$21M
|
+$6.01M
|
+65,217
|
+44%
|
|
|
118
|
Maryland State Retirement & Pension System
Baltimore,
Maryland
|
$20.9M
|
–
|
–
|
–
|
|
|
119
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$20.8M
|
+$469K
|
+5,096
|
+2%
|
|
|
120
|
Schoolcraft Capital
Boulder,
Colorado
|
$20.7M
|
-$128K
|
-1,388
|
-0.6%
|
|
|
121
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$20.4M
|
+$311K
|
+3,383
|
+2%
|
|
|
122
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$20M
|
-$11.9M
|
-129,052
|
-39%
|
|
|
123
|
Truist Financial
Charlotte,
North Carolina
|
$19.9M
|
-$130K
|
-1,407
|
-0.7%
|
|
|
124
|
Fairfield University
Fairfield,
Connecticut
|
$19.8M
|
+$156K
|
+1,697
|
+0.8%
|
|
|
125
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$19.2M
|
+$1.06M
|
+11,473
|
+6%
|
|
