|
151
|
Center for Financial Planning
Southfied,
Michigan
|
$44.5M
|
+$42.5M
|
+150,289
|
New
|
|
|
152
|
Global Financial Private Capital
Sarasota,
Florida
|
$44.4M
|
-$29.1K
|
-103
|
-0.1%
|
|
|
153
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$43.4M
|
+$130K
|
+460
|
+0.3%
|
|
|
154
|
River Global Investors
London,
United Kingdom
|
$42.9M
|
–
|
–
|
–
|
|
|
155
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$42.6M
|
–
|
–
|
–
|
|
|
156
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$42.4M
|
+$195K
|
+691
|
+0.5%
|
|
|
157
|
Dupont Capital Management
Wilmington,
Delaware
|
$42.3M
|
-$36.8M
|
-130,096
|
-48%
|
|
|
158
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$41.2M
|
-$937K
|
-3,314
|
-2%
|
|
|
159
|
BOK Financial Private Wealth
Denver,
Colorado
|
$40.8M
|
+$3.5M
|
+12,380
|
+10%
|
|
|
160
|
NewEdge Advisors
New Orleans,
Louisiana
|
$40.6M
|
+$883K
|
+3,120
|
+2%
|
|
|
161
|
Twele Capital Management
Minnetonka,
Minnesota
|
$39.4M
|
-$1.3M
|
-4,582
|
-3%
|
|
|
162
|
Retirement Capital Strategies
San Jose,
California
|
$38.9M
|
-$2.38M
|
-8,411
|
-6%
|
|
|
163
|
Bridgeworth
Birmingham,
Alabama
|
$38.8M
|
+$571K
|
+2,019
|
+2%
|
|
|
164
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$38.5M
|
+$27.3M
|
+96,600
|
+288%
|
|
|
165
|
AdvicePeriod
Los Angeles,
California
|
$38.4M
|
+$12.2M
|
+43,176
|
+50%
|
|
|
166
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$38.3M
|
-$195K
|
-688
|
-0.5%
|
|
|
167
|
Lutz Financial Services
Omaha,
Nebraska
|
$38.1M
|
+$3.4M
|
+12,008
|
+10%
|
|
|
168
|
Fiducient Advisors
Chicago,
Illinois
|
$37.9M
|
-$2.59M
|
-9,155
|
-7%
|
|
|
169
|
Wellington Management Group
Boston,
Massachusetts
|
$37.3M
|
+$15.1M
|
+53,336
|
+73%
|
|
|
170
|
Alta Advisers
London,
United Kingdom
|
$37M
|
-$1.7M
|
-6,014
|
-5%
|
|
|
171
|
White Mountains Advisors
Guilford,
Connecticut
|
$37M
|
–
|
–
|
–
|
|
|
172
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$36.6M
|
+$2.68M
|
+9,491
|
+8%
|
|
|
173
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$36.5M
|
-$48.1K
|
-170
|
-0.1%
|
|
|
174
|
Paracle Advisors
Mercer Island,
Washington
|
$36.4M
|
-$865K
|
-3,059
|
-2%
|
|
|
175
|
Financial Sense Advisors
San Diego,
California
|
$36.2M
|
-$2.85M
|
-10,069
|
-8%
|
|
