|
101
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$74.7M
|
-$3.37M
|
-21,505
|
-4%
|
|
|
102
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$73.3M
|
+$845K
|
+5,395
|
+1%
|
|
|
103
|
Cerity Partners OCIO
New York
|
$71.4M
|
+$460K
|
+2,933
|
+0.7%
|
|
|
104
|
Cliffwater
Marina Del Rey,
California
|
$71.3M
|
+$10.8M
|
+68,699
|
+19%
|
|
|
105
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$69.7M
|
-$89.2K
|
-569
|
-0.1%
|
|
|
106
|
PrairieView Partners
St. Paul,
Minnesota
|
$69.4M
|
+$2.05M
|
+13,088
|
+3%
|
|
|
107
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$68.6M
|
+$11.4M
|
+72,966
|
+21%
|
|
|
108
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$67.2M
|
-$321K
|
-2,049
|
-0.5%
|
|
|
109
|
Fidelity Investments
Boston,
Massachusetts
|
$66.9M
|
+$2.32M
|
+14,795
|
+4%
|
|
|
110
|
Karpus Investment Management
Pittsford,
New York
|
$66.8M
|
-$1.43M
|
-9,120
|
-2%
|
|
|
111
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$66.6M
|
+$63.8M
|
+406,995
|
New
|
|
|
112
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$66.4M
|
-$830K
|
-5,296
|
-1%
|
|
|
113
|
Lindbrook Capital
Calabasas,
California
|
$65.5M
|
-$269K
|
-1,715
|
-0.4%
|
|
|
114
|
Veritable
Wilmington,
Delaware
|
$62.8M
|
+$379K
|
+2,422
|
+0.6%
|
|
|
115
|
Caprock Group
Boise,
Idaho
|
$61.9M
|
-$444K
|
-2,834
|
-0.7%
|
|
|
116
|
Trellis Advisors
Ellensburg,
Washington
|
$59.4M
|
-$1.06M
|
-6,735
|
-2%
|
|
|
117
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$59.2M
|
-$425K
|
-2,710
|
-0.7%
|
|
|
118
|
United Capital Financial Advisors
Irving,
Texas
|
$59M
|
-$4.12M
|
-26,287
|
-7%
|
|
|
119
|
Bailard
Foster City,
California
|
$58.4M
|
-$21.7M
|
-138,287
|
-28%
|
|
|
120
|
Stifel Financial
St. Louis,
Missouri
|
$56.6M
|
+$984K
|
+6,280
|
+2%
|
|
|
121
|
Tiedemann Advisors
New York
|
$56.6M
|
-$103K
|
-656
|
-0.2%
|
|
|
122
|
Landaas & Company
Milwaukee,
Wisconsin
|
$55M
|
+$1.23M
|
+7,877
|
+2%
|
|
|
123
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$54.6M
|
+$3.06M
|
+19,556
|
+6%
|
|
|
124
|
Mariner
Overland Park,
Kansas
|
$54.2M
|
-$751K
|
-4,791
|
-1%
|
|
|
125
|
Regions Financial Corp
Birmingham,
Alabama
|
$52.9M
|
-$487K
|
-3,109
|
-1%
|
|
