|
126
|
Clarius Group LLC
Seattle,
Washington
|
$27.2M
|
+$4.4M
|
+89,597
|
+15%
|
|
|
127
|
Neuberger Berman Group
New York
|
$27.2M
|
-$3.85M
|
-78,465
|
-10%
|
|
|
128
|
Oppenheimer Asset Management
New York
|
$27.1M
|
-$187K
|
-3,799
|
-0.6%
|
|
|
129
|
|
$27.1M
|
-$9.66M
|
-196,662
|
-23%
|
|
|
130
|
Wellington Management Group
Boston,
Massachusetts
|
$26.9M
|
+$3.84M
|
+78,262
|
+13%
|
|
|
131
|
HighTower Advisors
Chicago,
Illinois
|
$25.9M
|
-$14.3M
|
-291,566
|
-31%
|
|
|
132
|
Venturi Wealth Management
Austin,
Texas
|
$25.8M
|
+$28.9M
|
+589,297
|
+1,250%
|
|
|
133
|
SigFig Wealth Management
San Francisco,
California
|
$25.4M
|
+$2.5M
|
+50,909
|
+9%
|
|
|
134
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$25.4M
|
+$30.8M
|
+626,656
|
+193,412%
|
|
|
135
|
Whittier Trust
South Pasadena,
California
|
$24.9M
|
+$5.45M
|
+111,068
|
+22%
|
|
|
136
|
Empirical Wealth Management
Seattle,
Washington
|
$24.4M
|
-$2.48M
|
-50,542
|
-8%
|
|
|
137
|
Veritable
Wilmington,
Delaware
|
$23.9M
|
+$23.7M
|
+483,551
|
+454%
|
|
|
138
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$23.7M
|
+$20.8M
|
+423,710
|
+261%
|
|
|
139
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$23.2M
|
+$17M
|
+346,000
|
+152%
|
|
|
140
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$22.9M
|
+$358K
|
+7,299
|
+1%
|
|
|
141
|
Swan Global Investments
Durango,
Colorado
|
$22.7M
|
+$3.48M
|
+70,830
|
+14%
|
|
|
142
|
Regions Financial Corp
Birmingham,
Alabama
|
$22.5M
|
+$2.08M
|
+42,341
|
+8%
|
|
|
143
|
Cambridge Trust
Cambridge,
Massachusetts
|
$22.4M
|
+$956K
|
+19,473
|
+4%
|
|
|
144
|
Altium Wealth Management
Purchase,
New York
|
$22.4M
|
+$4.2M
|
+85,587
|
+18%
|
|
|
145
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$22.3M
|
-$32.8M
|
-667,981
|
-55%
|
|
|
146
|
UMB Bank
Kansas City,
Missouri
|
$22.3M
|
-$953K
|
-19,414
|
-3%
|
|
|
147
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22M
|
–
|
–
|
–
|
|
|
148
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$21.9M
|
+$8.52M
|
+173,461
|
+53%
|
|
|
149
|
Citizens Business Bank
Ontario,
California
|
$21.7M
|
+$778K
|
+15,838
|
+3%
|
|
|
150
|
Schroder Investment Management Group
London,
United Kingdom
|
$20.6M
|
-$8.98M
|
-182,902
|
-27%
|
|
