|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$197M
|
+$1.78M
|
+90,036
|
+0.9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$182M
|
+$5.28M
|
+267,685
|
+3%
|
|
|
3
|
Metis Global Partners
San Diego,
California
|
$118M
|
+$39.8M
|
+2,015,960
|
+54%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$62.4M
|
-$203K
|
-10,271
|
-0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$34M
|
+$3.84M
|
+194,942
|
+13%
|
|
|
6
|
NEPC LLC
Boston,
Massachusetts
|
$29.6M
|
+$3.08M
|
+155,999
|
+12%
|
|
|
7
|
|
$24.9M
|
+$1.08M
|
+54,775
|
+5%
|
|
|
8
|
Great Lakes Advisors
Chicago,
Illinois
|
$22.9M
|
+$22.1M
|
+1,118,540
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.7M
|
+$241K
|
+12,206
|
+1%
|
|
|
10
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$21M
|
–
|
–
|
–
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.9M
|
+$5.65M
|
+286,256
|
+39%
|
|
|
12
|
MCF Advisors
Covington,
Kentucky
|
$18.6M
|
+$1.62M
|
+82,052
|
+10%
|
|
|
13
|
Cresset Asset Management
Chicago,
Illinois
|
$12.2M
|
-$205K
|
-10,395
|
-2%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$9.63M
|
+$176K
|
+8,945
|
+2%
|
|
|
15
|
Penserra Capital Management
Orinda,
California
|
$9.21M
|
+$8.88M
|
+450,427
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.7M
|
-$349K
|
-17,682
|
-4%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$5.49M
|
-$340K
|
-17,262
|
-6%
|
|
|
18
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$5.39M
|
+$24.9K
|
+1,262
|
+0.5%
|
|
|
19
|
Disciplina Capital Management
Nashville,
Tennessee
|
$5.24M
|
-$223K
|
-11,292
|
-4%
|
|
|
20
|
Upper Left Wealth Management
Tampa,
Florida
|
$5.08M
|
+$251K
|
+12,725
|
+5%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.87M
|
+$261K
|
+13,218
|
+6%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.8M
|
-$115K
|
-5,822
|
-2%
|
|
|
23
|
Vise Technologies
New York
|
$4.16M
|
-$805K
|
-40,830
|
-17%
|
|
|
24
|
American Financial & Tax Strategies
New York
|
$3.3M
|
-$26.2K
|
-1,326
|
-0.8%
|
|
|
25
|
Aldebaran Capital
Carmel,
Indiana
|
$3.22M
|
–
|
–
|
–
|
|
