|
126
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$385M
|
+$29.2M
|
+43,810
|
+8%
|
|
|
127
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$384M
|
-$26.5M
|
-39,696
|
-7%
|
|
|
128
|
Keel Point
Huntsville,
Alabama
|
$383M
|
+$41.5M
|
+62,319
|
+13%
|
|
|
129
|
IEQ Capital
Foster City,
California
|
$379M
|
+$18.6M
|
+27,940
|
+5%
|
|
|
130
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
$378M
|
+$22.6M
|
+33,950
|
+7%
|
|
|
131
|
|
$378M
|
+$367M
|
+550,000
|
New
|
|
|
132
|
Center for Financial Planning
Southfied,
Michigan
|
$377M
|
+$3.33M
|
+4,992
|
+0.9%
|
|
|
133
|
Farther Finance Advisors
San Francisco,
California
|
$375M
|
+$67.6M
|
+101,454
|
+23%
|
|
|
134
|
Concurrent Investment Advisors
Tampa,
Florida
|
$373M
|
+$133M
|
+199,496
|
+58%
|
|
|
135
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$370M
|
+$94.5M
|
+141,776
|
+36%
|
|
|
136
|
Globe Life
Mckinney,
Texas
|
$369M
|
-$8.33M
|
-12,500
|
-2%
|
|
|
137
|
M&T Bank
Buffalo,
New York
|
$366M
|
+$37.6M
|
+56,376
|
+12%
|
|
|
138
|
Savant Capital
Rockford,
Illinois
|
$362M
|
+$210M
|
+314,489
|
+130%
|
|
|
139
|
Sand Hill Global Advisors
Palo Alto,
California
|
$354M
|
-$7.33M
|
-10,989
|
-2%
|
|
|
140
|
Allspring Global Investments
Charlotte,
North Carolina
|
$350M
|
-$8.19M
|
-12,288
|
-2%
|
|
|
141
|
JBF Capital
Aspen,
Colorado
|
$350M
|
–
|
–
|
–
|
|
|
142
|
BOK Financial Private Wealth
Denver,
Colorado
|
$349M
|
+$955K
|
+1,432
|
+0.3%
|
|
|
143
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$349M
|
+$12.5M
|
+18,819
|
+4%
|
|
|
144
|
EP Wealth Advisors
Torrance,
California
|
$347M
|
+$12.8M
|
+19,254
|
+4%
|
|
|
145
|
Valmark Advisers
Akron,
Ohio
|
$342M
|
-$2.46M
|
-3,691
|
-0.7%
|
|
|
146
|
Brown Advisory
Baltimore,
Maryland
|
$334M
|
+$22.7M
|
+34,043
|
+8%
|
|
|
147
|
Kestra Advisory Services
Austin,
Texas
|
$333M
|
-$15.3M
|
-22,958
|
-5%
|
|
|
148
|
Steward Partners Investment Advisory
New York
|
$326M
|
+$18.1M
|
+27,148
|
+6%
|
|
|
149
|
Stephens Greth Foundation
Dallas,
Texas
|
$319M
|
+$60.4M
|
+90,600
|
+24%
|
|
|
150
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$319M
|
-$2.24M
|
-3,362
|
-0.7%
|
|
