|
101
|
Jones Financial Companies
Des Peres,
Missouri
|
$216M
|
+$29.1M
|
+87,515
|
+16%
|
|
|
102
|
Evoke Wealth
Los Angeles,
California
|
$212M
|
+$14.9M
|
+44,816
|
+8%
|
|
|
103
|
Investure LLC
Charlottesville,
Virginia
|
$210M
|
-$20.8M
|
-62,664
|
-9%
|
|
|
104
|
AGF Management
Toronto,
Ontario, Canada
|
$209M
|
-$5.59M
|
-16,811
|
-3%
|
|
|
105
|
Allen Investment Management
New York
|
$201M
|
-$3.46M
|
-10,398
|
-2%
|
|
|
106
|
SBI Securities
Tokyo,
Japan
|
$199M
|
-$2.14M
|
-6,447
|
-1%
|
|
|
107
|
Constellation Investments
Montgomery,
Ohio
|
$197M
|
+$125M
|
+376,923
|
+179%
|
|
|
108
|
SEI Investments
Oaks,
Pennsylvania
|
$196M
|
+$11.6M
|
+34,819
|
+6%
|
|
|
109
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$195M
|
+$4.07M
|
+12,230
|
+2%
|
|
|
110
|
Sendero Wealth Management
San Antonio,
Texas
|
$194M
|
+$4.11M
|
+12,369
|
+2%
|
|
|
111
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$194M
|
+$5.42M
|
+16,297
|
+3%
|
|
|
112
|
Kestra Advisory Services
Austin,
Texas
|
$192M
|
+$14.9M
|
+44,864
|
+9%
|
|
|
113
|
Tanglewood Wealth Management
Houston,
Texas
|
$189M
|
+$1.64M
|
+4,916
|
+0.9%
|
|
|
114
|
Briaud Financial Planning
College Station,
Texas
|
$184M
|
+$70.1M
|
+210,827
|
+62%
|
|
|
115
|
Zhang Financial
Portage,
Michigan
|
$184M
|
-$689K
|
-2,070
|
-0.4%
|
|
|
116
|
Oakwell Private Wealth Management
Austin,
Texas
|
$181M
|
+$8M
|
+24,041
|
+5%
|
|
|
117
|
Chai Trust Company
Chicago,
Illinois
|
$181M
|
+$514K
|
+1,545
|
+0.3%
|
|
|
118
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$178M
|
+$1.19M
|
+3,591
|
+0.7%
|
|
|
119
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$177M
|
-$15.2M
|
-45,774
|
-8%
|
|
|
120
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$175M
|
-$724K
|
-2,176
|
-0.4%
|
|
|
121
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$171M
|
+$169M
|
+509,439
|
New
|
|
|
122
|
Joel Isaacson & Co
New York
|
$170M
|
+$3.67M
|
+11,034
|
+2%
|
|
|
123
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$170M
|
+$19.1M
|
+57,561
|
+13%
|
|
|
124
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$168M
|
-$51.7M
|
-155,437
|
-24%
|
|
|
125
|
Legacy Private Trust
Neenah,
Wisconsin
|
$166M
|
-$3.88M
|
-11,668
|
-2%
|
|
