|
101
|
Corient Private Wealth
Miami,
Florida
|
$136M
|
-$134M
|
-1,858,640
|
-48%
|
|
|
102
|
University of Pittsburgh
Pittsburgh,
Pennsylvania
|
$135M
|
–
|
–
|
–
|
|
|
103
|
Merit Financial Group
Alpharetta,
Georgia
|
$131M
|
-$51M
|
-706,354
|
-27%
|
|
|
104
|
JB Capital
Wethersfield,
Connecticut
|
$131M
|
-$25.1M
|
-347,913
|
-16%
|
|
|
105
|
Rockefeller Capital Management
New York
|
$130M
|
+$21M
|
+290,981
|
+18%
|
|
|
106
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$130M
|
-$34.5M
|
-478,028
|
-20%
|
|
|
107
|
Quotient Wealth Partners
Dallas,
Texas
|
$129M
|
-$7.83M
|
-108,447
|
-6%
|
|
|
108
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$126M
|
-$8.24M
|
-114,170
|
-6%
|
|
|
109
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$126M
|
+$6.5M
|
+90,100
|
+5%
|
|
|
110
|
Cerity Partners OCIO
New York
|
$121M
|
+$19.5M
|
+270,576
|
+18%
|
|
|
111
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$121M
|
+$22.2M
|
+307,143
|
+21%
|
|
|
112
|
Wealthspire Advisors (New York)
New York
|
$118M
|
-$547K
|
-7,578
|
-0.4%
|
|
|
113
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$118M
|
+$21.3M
|
+295,734
|
+21%
|
|
|
114
|
Citizens Financial Group
Providence,
Rhode Island
|
$116M
|
+$9.65M
|
+133,738
|
+9%
|
|
|
115
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$115M
|
-$35.3M
|
-489,470
|
-23%
|
|
|
116
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$114M
|
+$41M
|
+567,686
|
+53%
|
|
|
117
|
|
$111M
|
+$2.72M
|
+37,632
|
+2%
|
|
|
118
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$109M
|
+$4.55M
|
+63,101
|
+4%
|
|
|
119
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$109M
|
-$16.5M
|
-228,451
|
-13%
|
|
|
120
|
Pathstone Holdings
Englewood,
New Jersey
|
$109M
|
+$14.9M
|
+206,527
|
+15%
|
|
|
121
|
Members Trust
Tampa,
Florida
|
$108M
|
-$41.7M
|
-577,804
|
-27%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$106M
|
+$16.6M
|
+230,631
|
+18%
|
|
|
123
|
Meeder Advisory Services
Dublin,
Ohio
|
$104M
|
+$7.31M
|
+101,257
|
+7%
|
|
|
124
|
SigFig Wealth Management
San Francisco,
California
|
$100M
|
+$63.2K
|
+875
|
+0.1%
|
|
|
125
|
Destination Wealth Management
Walnut Creek,
California
|
$98.3M
|
+$8.89M
|
+123,179
|
+10%
|
|
