|
101
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23.2M
|
-$432K
|
-4,571
|
-2%
|
|
|
102
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$23.2M
|
-$2.25M
|
-23,787
|
-8%
|
|
|
103
|
Foster & Motley
Cincinnati,
Ohio
|
$23.1M
|
-$1.18M
|
-12,438
|
-5%
|
|
|
104
|
Whelan Financial
Fresno,
California
|
$22.5M
|
+$165K
|
+1,749
|
+0.7%
|
|
|
105
|
Omega Financial Group
Santa Barbara,
California
|
$22.3M
|
+$1.52M
|
+16,116
|
+7%
|
|
|
106
|
Community Trust & Investment
Versailles,
Kentucky
|
$22.2M
|
+$733K
|
+7,755
|
+3%
|
|
|
107
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$21.8M
|
+$10.9M
|
+115,000
|
+88%
|
|
|
108
|
State Street
Boston,
Massachusetts
|
$21.4M
|
+$1.89M
|
+19,951
|
+9%
|
|
|
109
|
PGIM Custom Harvest
Newark,
New Jersey
|
$21.3M
|
+$4.38M
|
+46,370
|
+24%
|
|
|
110
|
JMG Financial Group
Downers Grove,
Illinois
|
$20.4M
|
-$506K
|
-5,350
|
-2%
|
|
|
111
|
McIlrath & Eck
Arlington,
Washington
|
$20.4M
|
+$793K
|
+8,391
|
+4%
|
|
|
112
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$20.3M
|
+$1.2M
|
+12,726
|
+6%
|
|
|
113
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$20.1M
|
+$1.17M
|
+12,421
|
+6%
|
|
|
114
|
Tanglewood Wealth Management
Houston,
Texas
|
$20M
|
+$6.95M
|
+73,546
|
+49%
|
|
|
115
|
Maryland State Retirement & Pension System
Baltimore,
Maryland
|
$19.1M
|
–
|
–
|
–
|
|
|
116
|
Schoolcraft Capital
Boulder,
Colorado
|
$19.1M
|
+$195K
|
+2,059
|
+1%
|
|
|
117
|
Fidelity Investments
Boston,
Massachusetts
|
$18.8M
|
+$11.1M
|
+117,200
|
+125%
|
|
|
118
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$18.8M
|
+$85K
|
+900
|
+0.4%
|
|
|
119
|
Fairfield University
Fairfield,
Connecticut
|
$18.3M
|
+$185K
|
+1,962
|
+1%
|
|
|
120
|
Austin Asset Management
Austin,
Texas
|
$18.2M
|
+$1.48M
|
+15,618
|
+8%
|
|
|
121
|
Truist Financial
Charlotte,
North Carolina
|
$18M
|
-$189K
|
-1,996
|
-1%
|
|
|
122
|
Comerica Bank
Dallas,
Texas
|
$18M
|
+$1.71M
|
+18,118
|
+10%
|
|
|
123
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$17.7M
|
+$1.62M
|
+17,119
|
+9%
|
|
|
124
|
Valmark Advisers
Akron,
Ohio
|
$17.3M
|
+$2.07M
|
+21,890
|
+13%
|
|
|
125
|
Neuberger Berman Group
New York
|
$17.1M
|
+$3.43M
|
+36,265
|
+23%
|
|
