|
51
|
Truepoint Inc
Cincinnati,
Ohio
|
$370M
|
-$3.7M
|
-13,141
|
-1%
|
|
|
52
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$367M
|
+$8.04M
|
+28,590
|
+2%
|
|
|
53
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$363M
|
-$15.1M
|
-53,513
|
-4%
|
|
|
54
|
Wealthcare Capital Management
Richmond,
Virginia
|
$359M
|
-$14.3M
|
-50,698
|
-4%
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$358M
|
+$12.5M
|
+44,337
|
+4%
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$354M
|
+$14.3M
|
+50,739
|
+5%
|
|
|
57
|
Vista Capital Partners
Portland,
Oregon
|
$339M
|
-$4.87M
|
-17,328
|
-2%
|
|
|
58
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$332M
|
+$2.18M
|
+7,742
|
+0.7%
|
|
|
59
|
AssetMark Inc
Concord,
California
|
$322M
|
+$216M
|
+769,314
|
+265%
|
|
|
60
|
Symetra Investment Management
Farmington,
Connecticut
|
$317M
|
+$26.7M
|
+95,000
|
+10%
|
|
|
61
|
Novo Holdings A/S
Hellerup,
Denmark
|
$316M
|
–
|
–
|
–
|
|
|
62
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$286M
|
-$5.24M
|
-18,628
|
-2%
|
|
|
63
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$279M
|
+$8.5M
|
+30,237
|
+3%
|
|
|
64
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$277M
|
+$3.8M
|
+13,527
|
+2%
|
|
|
65
|
First Business Financial Services
Madison,
Wisconsin
|
$274M
|
-$112K
|
-397
|
-0%
|
|
|
66
|
Gibson Capital
Wexford,
Pennsylvania
|
$268M
|
-$1.39M
|
-4,945
|
-0.6%
|
|
|
67
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$267M
|
-$7.2M
|
-25,605
|
-3%
|
|
|
68
|
Oxford Financial Group
Carmel,
Indiana
|
$265M
|
+$18M
|
+63,873
|
+8%
|
|
|
69
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$265M
|
+$12.5M
|
+44,444
|
+5%
|
|
|
70
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$257M
|
+$123M
|
+438,708
|
+108%
|
|
|
71
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$254M
|
+$3.49M
|
+12,401
|
+2%
|
|
|
72
|
|
$253M
|
+$370K
|
+1,316
|
+0.2%
|
|
|
73
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$249M
|
-$21.9M
|
-77,897
|
-9%
|
|
|
74
|
Plancorp LLC
Saint Louis,
Missouri
|
$247M
|
+$61.1M
|
+217,078
|
+36%
|
|
|
75
|
Cresset Asset Management
Chicago,
Illinois
|
$240M
|
-$17.2M
|
-61,165
|
-7%
|
|
