|
101
|
Global Endowment Management
Charlotte,
North Carolina
|
$102M
|
–
|
–
|
–
|
|
|
102
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$102M
|
-$801K
|
-4,000
|
-0.8%
|
|
|
103
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$101M
|
-$2.58M
|
-12,889
|
-3%
|
|
|
104
|
Regis Management Company
Menlo Park,
California
|
$100M
|
-$39.5M
|
-197,321
|
-29%
|
|
|
105
|
ALPS Advisors
Denver,
Colorado
|
$99.8M
|
+$9.31M
|
+46,520
|
+11%
|
|
|
106
|
Zhang Financial
Portage,
Michigan
|
$99.2M
|
+$851K
|
+4,251
|
+0.9%
|
|
|
107
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$96.8M
|
+$5.16M
|
+25,791
|
+6%
|
|
|
108
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$96.8M
|
+$5.16M
|
+25,791
|
+6%
|
|
|
109
|
D.A. Davidson & Co
Great Falls,
Montana
|
$96.6M
|
+$1.12M
|
+5,582
|
+1%
|
|
|
110
|
Stifel Financial
St. Louis,
Missouri
|
$95.6M
|
+$6.2M
|
+30,961
|
+7%
|
|
|
111
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$94.5M
|
+$741K
|
+3,702
|
+0.8%
|
|
|
112
|
Tiedemann Advisors
New York
|
$94.4M
|
-$1.84M
|
-9,215
|
-2%
|
|
|
113
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$93.4M
|
+$6.02M
|
+30,078
|
+7%
|
|
|
114
|
Cardiff Park Advisors
Carlsbad,
California
|
$93M
|
-$5.2M
|
-25,964
|
-5%
|
|
|
115
|
Chai Trust Company
Chicago,
Illinois
|
$92.9M
|
+$3.15M
|
+15,758
|
+4%
|
|
|
116
|
Evoke Wealth
Los Angeles,
California
|
$92.4M
|
-$3.76M
|
-18,764
|
-4%
|
|
|
117
|
TruWealth Advisors
Metairie,
Louisiana
|
$91.6M
|
-$660K
|
-3,297
|
-0.7%
|
|
|
118
|
WMS Partners
Towson,
Maryland
|
$91.3M
|
-$14.2M
|
-70,802
|
-14%
|
|
|
119
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$86.9M
|
-$2.15M
|
-10,735
|
-2%
|
|
|
120
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$86.3M
|
+$1.79M
|
+8,943
|
+2%
|
|
|
121
|
Lindbrook Capital
Calabasas,
California
|
$84.7M
|
+$4.15M
|
+20,716
|
+5%
|
|
|
122
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$84.3M
|
-$589K
|
-2,942
|
-0.7%
|
|
|
123
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$83.8M
|
–
|
–
|
–
|
|
|
124
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$83M
|
-$1.67M
|
-8,339
|
-2%
|
|
|
125
|
Agilis Partners
Waltham,
Massachusetts
|
$82.9M
|
–
|
–
|
–
|
|
