|
126
|
Cerity Partners OCIO
New York
|
$84.8M
|
-$761K
|
-3,335
|
-0.9%
|
|
|
127
|
Financial Engines Advisors
Santa Clara,
California
|
$82.8M
|
-$2.06M
|
-9,037
|
-2%
|
|
|
128
|
Evoke Wealth
Los Angeles,
California
|
$80.7M
|
+$8.91M
|
+39,068
|
+12%
|
|
|
129
|
Chai Trust Company
Chicago,
Illinois
|
$80.3M
|
+$2.87M
|
+12,579
|
+4%
|
|
|
130
|
Lindbrook Capital
Calabasas,
California
|
$80.1M
|
-$1.23M
|
-5,395
|
-1%
|
|
|
131
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$80M
|
-$4.04M
|
-17,701
|
-5%
|
|
|
132
|
Trellis Advisors
Ellensburg,
Washington
|
$79M
|
+$1.19M
|
+5,210
|
+1%
|
|
|
133
|
TruWealth Advisors
Metairie,
Louisiana
|
$77.5M
|
+$1.88M
|
+8,262
|
+2%
|
|
|
134
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$77.2M
|
+$12.8M
|
+56,151
|
+14%
|
|
|
135
|
Delphi Financial Group
Wilmington,
Delaware
|
$76.4M
|
+$676K
|
+2,965
|
+0.9%
|
|
|
136
|
Zhang Financial
Portage,
Michigan
|
$76.4M
|
+$50.4K
|
+221
|
+0.1%
|
|
|
137
|
Landaas & Company
Milwaukee,
Wisconsin
|
$75.8M
|
-$1.03M
|
-4,504
|
-1%
|
|
|
138
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$75.5M
|
-$3.59M
|
-15,757
|
-4%
|
|
|
139
|
Regions Financial Corp
Birmingham,
Alabama
|
$73.9M
|
+$37.9K
|
+166
|
+0%
|
|
|
140
|
Nissay Asset Management
Tokyo,
Japan
|
$73.3M
|
–
|
–
|
–
|
|
|
141
|
Mission Wealth Management
Santa Barbara,
California
|
$71.9M
|
-$3.43M
|
-15,026
|
-4%
|
|
|
142
|
Estate Counselors
Thiensville,
Wisconsin
|
$69.7M
|
+$7.32M
|
+32,120
|
+11%
|
|
|
143
|
Allen Investment Management
New York
|
$69.3M
|
+$652K
|
+2,860
|
+0.9%
|
|
|
144
|
SAM Advisors
Oakhurst,
California
|
$69.3M
|
+$70.8M
|
+310,550
|
New
|
|
|
145
|
MAI Capital Management
Independence,
Ohio
|
$67.5M
|
-$742K
|
-3,255
|
-1%
|
|
|
146
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$66.5M
|
+$68.3M
|
+299,668
|
New
|
|
|
147
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$66.5M
|
+$68.3M
|
+299,668
|
New
|
|
|
148
|
Joel Isaacson & Co
New York
|
$65.7M
|
+$1.31M
|
+5,753
|
+2%
|
|
|
149
|
Circle Wealth Management
Summit,
New Jersey
|
$65.6M
|
+$286K
|
+1,252
|
+0.4%
|
|
|
150
|
Valmark Advisers
Akron,
Ohio
|
$65.2M
|
+$5.88M
|
+25,805
|
+10%
|
|
