|
301
|
Charles Schwab Trust
Henderson,
Nevada
|
$134M
|
-$11M
|
-16,541
|
-8%
|
|
|
302
|
Affiance Financial
St. Louis Park,
Minnesota
|
$134M
|
-$100K
|
-150
|
-0.1%
|
|
|
303
|
AGF Management
Toronto,
Ontario, Canada
|
$133M
|
-$7.74M
|
-11,617
|
-6%
|
|
|
304
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$131M
|
-$1.37M
|
-2,048
|
-1%
|
|
|
305
|
Hancock Prospecting
West Perth,
Australia
|
$130M
|
+$127M
|
+190,000
|
New
|
|
|
306
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$130M
|
+$5.75M
|
+8,626
|
+5%
|
|
|
307
|
BTG Pactual Asset Management US
New York
|
$130M
|
+$9.9M
|
+14,849
|
+9%
|
|
|
308
|
Redwood Investment Management
Scottsdale,
Arizona
|
$130M
|
+$2.35M
|
+3,531
|
+2%
|
|
|
309
|
RFG Holdings
Argyle,
Texas
|
$129M
|
+$2.98M
|
+4,466
|
+2%
|
|
|
310
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$128M
|
-$11.8M
|
-17,718
|
-9%
|
|
|
311
|
Pure Financial Advisors
San Diego,
California
|
$127M
|
+$4.52M
|
+6,780
|
+4%
|
|
|
312
|
Hamilton Capital Partners (Canada)
Toronto,
|
$127M
|
+$17.5M
|
+26,200
|
+16%
|
|
|
313
|
CIBC World Market
Toronto,
Ontario, Canada
|
$127M
|
+$75.8M
|
+113,675
|
+159%
|
|
|
314
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$126M
|
+$24.4M
|
+36,529
|
+25%
|
|
|
315
|
Range Advisory
Mclean,
Virginia
|
$126M
|
+$39.8M
|
+59,661
|
+48%
|
|
|
316
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$125M
|
-$31.1M
|
-46,699
|
-20%
|
|
|
317
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$125M
|
+$8.02M
|
+12,038
|
+7%
|
|
|
318
|
Aspiriant LLC
Los Angeles,
California
|
$124M
|
+$32K
|
+48
|
+0%
|
|
|
319
|
Arkos Global Advisors
Houston,
Texas
|
$123M
|
-$275K
|
-412
|
-0.2%
|
|
|
320
|
Callan Family Office
Radnor,
Pennsylvania
|
$123M
|
-$647K
|
-971
|
-0.5%
|
|
|
321
|
Washington Trust
Westerly,
Rhode Island
|
$121M
|
+$237K
|
+356
|
+0.2%
|
|
|
322
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$119M
|
-$2.48M
|
-3,717
|
-2%
|
|
|
323
|
Summit Financial
Parsippany,
New Jersey
|
$119M
|
+$7.32M
|
+10,980
|
+7%
|
|
|
324
|
Crane Advisory
Fullerton,
California
|
$119M
|
-$573K
|
-860
|
-0.5%
|
|
|
325
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$116M
|
+$42.7K
|
+64
|
+0%
|
|
