|
51
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$470M
|
-$865K
|
-2,577
|
-0.2%
|
|
|
52
|
Foster Group
West Des Moines,
Iowa
|
$448M
|
+$17.7M
|
+52,716
|
+4%
|
|
|
53
|
AQR Capital Management
Greenwich,
Connecticut
|
$446M
|
+$55.3M
|
+164,693
|
+13%
|
|
|
54
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$422M
|
+$441M
|
+1,313,941
|
New
|
|
|
55
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$417M
|
-$119M
|
-355,271
|
-21%
|
|
|
56
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$404M
|
+$12.9M
|
+38,437
|
+3%
|
|
|
57
|
Symetra Investment Management
Farmington,
Connecticut
|
$396M
|
+$31.9M
|
+94,995
|
+8%
|
|
|
58
|
IEQ Capital
Foster City,
California
|
$391M
|
+$6.85M
|
+20,427
|
+2%
|
|
|
59
|
Truepoint Inc
Cincinnati,
Ohio
|
$378M
|
-$4.63M
|
-13,808
|
-1%
|
|
|
60
|
Private Advisor Group
Morristown,
New Jersey
|
$377M
|
+$12M
|
+35,676
|
+3%
|
|
|
61
|
Plancorp LLC
Saint Louis,
Missouri
|
$375M
|
+$30.3M
|
+90,280
|
+9%
|
|
|
62
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$361M
|
-$8.75M
|
-26,073
|
-2%
|
|
|
63
|
Vista Capital Partners
Portland,
Oregon
|
$359M
|
+$3.1M
|
+9,228
|
+0.8%
|
|
|
64
|
West Virginia University Foundation
Morgantown,
West Virginia
|
$356M
|
+$128M
|
+382,123
|
+52%
|
|
|
65
|
Rockefeller Capital Management
New York
|
$354M
|
+$11.7M
|
+34,815
|
+3%
|
|
|
66
|
Wealthcare Capital Management
Richmond,
Virginia
|
$348M
|
-$3.07M
|
-9,154
|
-0.8%
|
|
|
67
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$348M
|
-$10.1M
|
-30,013
|
-3%
|
|
|
68
|
|
$347M
|
+$35.6M
|
+106,006
|
+11%
|
|
|
69
|
AssetMark Inc
Concord,
California
|
$332M
|
+$4.6M
|
+13,719
|
+1%
|
|
|
70
|
Beacon Pointe Advisors
Newport Beach,
California
|
$329M
|
+$95.1M
|
+283,476
|
+38%
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$311M
|
+$8.6M
|
+25,618
|
+3%
|
|
|
72
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$311M
|
+$3.87M
|
+11,536
|
+1%
|
|
|
73
|
Wealthspire Advisors (New York)
New York
|
$309M
|
-$8.26M
|
-24,611
|
-2%
|
|
|
74
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$299M
|
-$12M
|
-35,856
|
-4%
|
|
|
75
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$290M
|
+$9.26M
|
+27,606
|
+3%
|
|
