|
101
|
Trilogy Capital
Irvine,
California
|
$219M
|
+$4.01M
|
+11,966
|
+2%
|
|
|
102
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$216M
|
-$559K
|
-1,665
|
-0.2%
|
|
|
103
|
SEI Investments
Oaks,
Pennsylvania
|
$212M
|
+$25.5M
|
+76,058
|
+13%
|
|
|
104
|
Stephens Inc
Little Rock,
Arkansas
|
$211M
|
-$5.51M
|
-16,434
|
-2%
|
|
|
105
|
Evoke Wealth
Los Angeles,
California
|
$208M
|
+$5.51M
|
+16,419
|
+3%
|
|
|
106
|
Investure LLC
Charlottesville,
Virginia
|
$207M
|
+$6.39M
|
+19,043
|
+3%
|
|
|
107
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$202M
|
-$20.8M
|
-61,945
|
-9%
|
|
|
108
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$196M
|
+$10.1M
|
+30,152
|
+5%
|
|
|
109
|
AGF Management
Toronto,
Ontario, Canada
|
$195M
|
-$5.41M
|
-16,119
|
-3%
|
|
|
110
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$193M
|
+$137M
|
+409,387
|
+213%
|
|
|
111
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$191M
|
+$31.8M
|
+94,714
|
+19%
|
|
|
112
|
Allen Investment Management
New York
|
$191M
|
-$1.16M
|
-3,466
|
-0.6%
|
|
|
113
|
Tanglewood Wealth Management
Houston,
Texas
|
$191M
|
+$10.1M
|
+30,208
|
+5%
|
|
|
114
|
Constellation Investments
Montgomery,
Ohio
|
$189M
|
–
|
–
|
–
|
|
|
115
|
Oakwell Private Wealth Management
Austin,
Texas
|
$187M
|
+$14.5M
|
+43,196
|
+8%
|
|
|
116
|
Sendero Wealth Management
San Antonio,
Texas
|
$187M
|
+$932K
|
+2,779
|
+0.5%
|
|
|
117
|
SBI Securities
Tokyo,
Japan
|
$186M
|
-$4.19M
|
-12,502
|
-2%
|
|
|
118
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$185M
|
+$97.2M
|
+289,689
|
+101%
|
|
|
119
|
Zhang Financial
Portage,
Michigan
|
$181M
|
+$5.21M
|
+15,532
|
+3%
|
|
|
120
|
Two Sigma Investments
New York
|
$177M
|
+$83.5M
|
+248,760
|
+82%
|
|
|
121
|
Clearstead Advisors
Cleveland,
Ohio
|
$174M
|
+$135M
|
+401,058
|
+283%
|
|
|
122
|
Chai Trust Company
Chicago,
Illinois
|
$174M
|
+$443K
|
+1,321
|
+0.2%
|
|
|
123
|
Briaud Financial Planning
College Station,
Texas
|
$173M
|
-$3.75M
|
-11,163
|
-2%
|
|
|
124
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$172M
|
+$2.16M
|
+6,439
|
+1%
|
|
|
125
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$170M
|
+$738K
|
+2,200
|
+0.4%
|
|
