|
101
|
Sendero Wealth Management
San Antonio,
Texas
|
$126M
|
-$1.29M
|
-5,839
|
-1%
|
|
|
102
|
AE Wealth Management
Topeka,
Kansas
|
$125M
|
-$494K
|
-2,233
|
-0.4%
|
|
|
103
|
Stifel Financial
St. Louis,
Missouri
|
$125M
|
-$8.59M
|
-38,852
|
-7%
|
|
|
104
|
|
$122M
|
+$114M
|
+515,120
|
New
|
|
|
105
|
TruWealth Advisors
Metairie,
Louisiana
|
$121M
|
+$2.03M
|
+9,164
|
+2%
|
|
|
106
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$119M
|
–
|
–
|
–
|
|
|
107
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$118M
|
+$4.86K
|
+22
|
+0%
|
|
|
108
|
Agilis Partners
Waltham,
Massachusetts
|
$118M
|
+$20M
|
+90,387
|
+22%
|
|
|
109
|
Focus Partners Wealth
Boston,
Massachusetts
|
$117M
|
+$109M
|
+491,784
|
New
|
|
|
110
|
Zhang Financial
Portage,
Michigan
|
$117M
|
-$397K
|
-1,798
|
-0.4%
|
|
|
111
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$116M
|
+$108M
|
+488,915
|
+40,574%
|
|
|
112
|
Chai Trust Company
Chicago,
Illinois
|
$116M
|
+$3.01M
|
+13,618
|
+3%
|
|
|
113
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$116M
|
-$895K
|
-4,050
|
-0.8%
|
|
|
114
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$116M
|
-$3.2M
|
-14,465
|
-3%
|
|
|
115
|
D.A. Davidson & Co
Great Falls,
Montana
|
$115M
|
+$2.5M
|
+11,307
|
+2%
|
|
|
116
|
Kensington Asset Management
Austin,
Texas
|
$114M
|
+$107M
|
+482,670
|
New
|
|
|
117
|
ALPS Advisors
Denver,
Colorado
|
$112M
|
-$1.27M
|
-5,755
|
-1%
|
|
|
118
|
Legacy Private Trust
Neenah,
Wisconsin
|
$112M
|
+$25.2M
|
+113,902
|
+32%
|
|
|
119
|
Regis Management Company
Menlo Park,
California
|
$111M
|
-$3.08M
|
-13,949
|
-3%
|
|
|
120
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$110M
|
-$3.33M
|
-15,067
|
-3%
|
|
|
121
|
Cardiff Park Advisors
Carlsbad,
California
|
$110M
|
+$1.69M
|
+7,633
|
+2%
|
|
|
122
|
Symetra Investment Management
Farmington,
Connecticut
|
$109M
|
-$148M
|
-670,796
|
-59%
|
|
|
123
|
Lindbrook Capital
Calabasas,
California
|
$107M
|
+$4.12M
|
+18,625
|
+4%
|
|
|
124
|
Rockefeller Capital Management
New York
|
$106M
|
+$10.3M
|
+46,666
|
+12%
|
|
|
125
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$106M
|
+$345K
|
+1,561
|
+0.4%
|
|
