|
101
|
Quotient Wealth Partners
Dallas,
Texas
|
$154M
|
+$723K
|
+9,068
|
+0.5%
|
|
|
102
|
Corient Private Wealth
Miami,
Florida
|
$154M
|
-$12M
|
-150,232
|
-7%
|
|
|
103
|
Venturi Wealth Management
Austin,
Texas
|
$149M
|
+$46M
|
+576,875
|
+47%
|
|
|
104
|
Wealthspire Advisors (New York)
New York
|
$148M
|
+$8.29M
|
+103,953
|
+6%
|
|
|
105
|
NewEdge Advisors
New Orleans,
Louisiana
|
$146M
|
-$37.8M
|
-474,672
|
-21%
|
|
|
106
|
Brown Advisory
Baltimore,
Maryland
|
$144M
|
+$27.5M
|
+345,618
|
+25%
|
|
|
107
|
Cerity Partners OCIO
New York
|
$142M
|
-$1.38M
|
-17,315
|
-1%
|
|
|
108
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$142M
|
-$6.9M
|
-86,600
|
-5%
|
|
|
109
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$140M
|
-$7.83M
|
-98,193
|
-5%
|
|
|
110
|
Citizens Financial Group
Providence,
Rhode Island
|
$138M
|
+$314K
|
+3,935
|
+0.2%
|
|
|
111
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$137M
|
-$12.6M
|
-157,562
|
-9%
|
|
|
112
|
Merit Financial Group
Alpharetta,
Georgia
|
$136M
|
-$19.3M
|
-242,246
|
-13%
|
|
|
113
|
Farther Finance Advisors
San Francisco,
California
|
$131M
|
+$5.63M
|
+70,662
|
+5%
|
|
|
114
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$130M
|
+$614K
|
+7,707
|
+0.5%
|
|
|
115
|
New York University
New York
|
$128M
|
+$123M
|
+1,539,708
|
New
|
|
|
116
|
Members Trust
Tampa,
Florida
|
$127M
|
-$1.28M
|
-16,096
|
-1%
|
|
|
117
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$126M
|
-$9.23M
|
-115,803
|
-7%
|
|
|
118
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$125M
|
-$14.2M
|
-178,616
|
-11%
|
|
|
119
|
Meeder Advisory Services
Dublin,
Ohio
|
$122M
|
-$638K
|
-8,010
|
-0.5%
|
|
|
120
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$122M
|
-$5.8M
|
-72,717
|
-5%
|
|
|
121
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$120M
|
-$33M
|
-413,568
|
-22%
|
|
|
122
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$118M
|
+$2.48M
|
+31,075
|
+2%
|
|
|
123
|
UNC Management Company
Chapel Hill,
North Carolina
|
$115M
|
+$22.3M
|
+279,541
|
+25%
|
|
|
124
|
SigFig Wealth Management
San Francisco,
California
|
$114M
|
-$3.75M
|
-46,997
|
-3%
|
|
|
125
|
Destination Wealth Management
Walnut Creek,
California
|
$113M
|
-$3.63M
|
-45,548
|
-3%
|
|
