|
76
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$220M
|
-$6.08M
|
-23,487
|
-3%
|
|
|
77
|
Caprock Group
Boise,
Idaho
|
$218M
|
+$4.71M
|
+18,183
|
+2%
|
|
|
78
|
Ritholtz Wealth Management
New York
|
$216M
|
-$1.75M
|
-6,768
|
-0.8%
|
|
|
79
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$204M
|
+$1.14M
|
+4,416
|
+0.6%
|
|
|
80
|
Verus Financial Partners
Richmond,
Virginia
|
$200M
|
-$3.25M
|
-12,553
|
-2%
|
|
|
81
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$198M
|
+$9.65M
|
+37,302
|
+5%
|
|
|
82
|
Charles Schwab
San Francisco,
California
|
$195M
|
-$10.5M
|
-40,445
|
-5%
|
|
|
83
|
Cabot-Wellington
Boston,
Massachusetts
|
$193M
|
-$5.19M
|
-20,034
|
-3%
|
|
|
84
|
Truist Financial
Charlotte,
North Carolina
|
$192M
|
-$23.3M
|
-89,875
|
-11%
|
|
|
85
|
Zions Bancorporation
Salt Lake City,
Utah
|
$191M
|
-$17.4M
|
-67,056
|
-9%
|
|
|
86
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$190M
|
+$9.22M
|
+35,613
|
+5%
|
|
|
87
|
Hardy Reed
Tupelo,
Mississippi
|
$189M
|
+$1.44M
|
+5,577
|
+0.8%
|
|
|
88
|
Oxford Financial Group
Carmel,
Indiana
|
$187M
|
+$8.99M
|
+34,736
|
+5%
|
|
|
89
|
Stifel Financial
St. Louis,
Missouri
|
$180M
|
+$33.9M
|
+131,022
|
+24%
|
|
|
90
|
Tanglewood Wealth Management
Houston,
Texas
|
$179M
|
-$4.31M
|
-16,667
|
-2%
|
|
|
91
|
Rebalance
Palo Alto,
California
|
$173M
|
-$7.68M
|
-29,664
|
-4%
|
|
|
92
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$172M
|
+$1.31M
|
+5,063
|
+0.8%
|
|
|
93
|
Symetra Investment Management
Farmington,
Connecticut
|
$171M
|
-$18.4M
|
-71,284
|
-10%
|
|
|
94
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$170M
|
+$1.17M
|
+4,525
|
+0.7%
|
|
|
95
|
AGF Management
Toronto,
Ontario, Canada
|
$169M
|
+$1.38M
|
+5,336
|
+0.9%
|
|
|
96
|
Tidal Investments
Milwaukee,
Wisconsin
|
$168M
|
+$31.8M
|
+122,742
|
+24%
|
|
|
97
|
Pathstone Holdings
Englewood,
New Jersey
|
$166M
|
-$5M
|
-19,310
|
-3%
|
|
|
98
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$163M
|
+$4.41M
|
+17,054
|
+3%
|
|
|
99
|
Two Sigma Advisers
New York
|
$160M
|
+$76.8M
|
+296,600
|
+98%
|
|
|
100
|
Allen Investment Management
New York
|
$159M
|
+$2.39M
|
+9,229
|
+2%
|
|
