|
101
|
West Virginia University Foundation
Morgantown,
West Virginia
|
$403M
|
+$140M
|
+223,077
|
+49%
|
|
|
102
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$396M
|
-$11.2M
|
-17,955
|
-3%
|
|
|
103
|
KeyBank National Association
Cleveland,
Ohio
|
$385M
|
+$46.6M
|
+74,479
|
+13%
|
|
|
104
|
Hollencrest Capital Management
Newport Beach,
California
|
$380M
|
-$595K
|
-952
|
-0.1%
|
|
|
105
|
Wellington Management Group
Boston,
Massachusetts
|
$380M
|
+$7.09M
|
+11,337
|
+2%
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$378M
|
+$31.5M
|
+50,387
|
+9%
|
|
|
107
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$378M
|
+$137M
|
+218,379
|
+53%
|
|
|
108
|
BOK Financial
Tulsa,
Oklahoma
|
$364M
|
+$9.85M
|
+15,742
|
+3%
|
|
|
109
|
NewEdge Advisors
New Orleans,
Louisiana
|
$362M
|
+$2.62M
|
+4,192
|
+0.7%
|
|
|
110
|
Old National Bancorp
Evansville,
Indiana
|
$360M
|
+$40.5M
|
+64,721
|
+12%
|
|
|
111
|
TIAA-CREF Individual & Institutional Services
New York
|
$360M
|
+$377M
|
+602,774
|
New
|
|
|
112
|
Wedbush Securities
Los Angeles,
California
|
$359M
|
-$12.2M
|
-19,525
|
-3%
|
|
|
113
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$358M
|
-$30.7M
|
-49,122
|
-8%
|
|
|
114
|
Apollo Management Holdings
New York
|
$353M
|
+$369M
|
+590,523
|
New
|
|
|
115
|
NorthRock Partners
Minneapolis,
Minnesota
|
$352M
|
+$21.3M
|
+34,062
|
+6%
|
|
|
116
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$349M
|
-$187M
|
-299,737
|
-34%
|
|
|
117
|
Acropolis Investment Management
St. Louis,
Missouri
|
$341M
|
+$1.14M
|
+1,824
|
+0.3%
|
|
|
118
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$336M
|
+$98.1M
|
+156,932
|
+39%
|
|
|
119
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$331M
|
+$2.1M
|
+3,361
|
+0.6%
|
|
|
120
|
Globe Life
Mckinney,
Texas
|
$328M
|
–
|
–
|
–
|
|
|
121
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$327M
|
-$233M
|
-372,990
|
-41%
|
|
|
122
|
Center for Financial Planning
Southfied,
Michigan
|
$325M
|
+$1.79M
|
+2,869
|
+0.5%
|
|
|
123
|
Allspring Global Investments
Charlotte,
North Carolina
|
$315M
|
+$8.78M
|
+14,034
|
+3%
|
|
|
124
|
Sand Hill Global Advisors
Palo Alto,
California
|
$314M
|
+$25.3M
|
+40,481
|
+8%
|
|
|
125
|
IEQ Capital
Foster City,
California
|
$313M
|
+$22M
|
+35,251
|
+7%
|
|
