|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$194M
|
-$5.84M
|
-283,660
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$175M
|
+$4.36M
|
+211,823
|
+3%
|
|
|
3
|
Metis Global Partners
San Diego,
California
|
$76.2M
|
+$8.53M
|
+414,163
|
+12%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$62.3M
|
+$63.1M
|
+3,063,695
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
-$10.5M
|
-512,461
|
-26%
|
|
|
6
|
NEPC LLC
Boston,
Massachusetts
|
$26.3M
|
-$2M
|
-97,089
|
-7%
|
|
|
7
|
|
$23.6M
|
+$2.51M
|
+122,161
|
+12%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.3M
|
+$2.64M
|
+128,326
|
+14%
|
|
|
9
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$20.9M
|
+$21.2M
|
+1,029,600
|
New
|
|
|
10
|
Financial & Tax Architects
St Louis,
Missouri
|
$18.8M
|
+$425K
|
+20,646
|
+2%
|
|
|
11
|
MCF Advisors
Covington,
Kentucky
|
$16.8M
|
+$1.09M
|
+53,044
|
+7%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.9M
|
+$4.63M
|
+224,699
|
+44%
|
|
|
13
|
Cresset Asset Management
Chicago,
Illinois
|
$12.3M
|
+$495K
|
+24,032
|
+4%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$9.4M
|
+$542K
|
+26,345
|
+6%
|
|
|
15
|
Pasadena Private Wealth
Pasadena,
California
|
$8.45M
|
+$8.55M
|
+415,545
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.02M
|
-$327K
|
-15,884
|
-4%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.81M
|
-$214K
|
-10,387
|
-4%
|
|
|
18
|
Disciplina Capital Management
Nashville,
Tennessee
|
$5.44M
|
-$222K
|
-10,781
|
-4%
|
|
|
19
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$5.33M
|
-$262K
|
-12,739
|
-5%
|
|
|
20
|
Upper Left Wealth Management
Tampa,
Florida
|
$5.03M
|
+$162K
|
+7,847
|
+3%
|
|
|
21
|
Vise Technologies
New York
|
$4.97M
|
-$179K
|
-8,686
|
-3%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.89M
|
+$298K
|
+14,463
|
+6%
|
|
|
23
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.58M
|
+$803K
|
+38,997
|
+21%
|
|
|
24
|
American Financial & Tax Strategies
New York
|
$3.31M
|
+$100K
|
+4,869
|
+3%
|
|
|
25
|
Aldebaran Capital
Carmel,
Indiana
|
$3.2M
|
-$55K
|
-2,672
|
-2%
|
|
