|
126
|
RiverFront Investment Group
Richmond,
Virginia
|
$34M
|
+$16.5M
|
+345,263
|
+76%
|
|
|
127
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$33.5M
|
+$24.1M
|
+503,613
|
+183%
|
|
|
128
|
Edge Capital Group
Atlanta,
Georgia
|
$33.4M
|
+$4.36M
|
+90,975
|
+13%
|
|
|
129
|
Litman Gregory Wealth Management
Larkspur,
California
|
$33.4M
|
+$13.9M
|
+290,912
|
+60%
|
|
|
130
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$32.5M
|
-$5.93M
|
-123,800
|
-14%
|
|
|
131
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$32.2M
|
+$5.78M
|
+120,676
|
+19%
|
|
|
132
|
Tarbox Family Office
Newport Beach,
California
|
$31.8M
|
-$242K
|
-5,042
|
-0.8%
|
|
|
133
|
Clarius Group LLC
Seattle,
Washington
|
$31.8M
|
-$10.1M
|
-210,491
|
-22%
|
|
|
134
|
HSBC Holdings
London,
United Kingdom
|
$30.9M
|
-$1.27M
|
-26,527
|
-4%
|
|
|
135
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$30.7M
|
-$666K
|
-13,890
|
-2%
|
|
|
136
|
Rockefeller Capital Management
New York
|
$30.5M
|
-$2.26M
|
-47,069
|
-6%
|
|
|
137
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$30.5M
|
-$4.57M
|
-95,416
|
-12%
|
|
|
138
|
Wealthspire Advisors (New York)
New York
|
$30.4M
|
+$12M
|
+251,062
|
+55%
|
|
|
139
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$30.4M
|
+$11M
|
+229,225
|
+48%
|
|
|
140
|
55I LLC
Boston,
Massachusetts
|
$30M
|
+$16.8M
|
+350,668
|
+101%
|
|
|
141
|
Mission Wealth Management
Santa Barbara,
California
|
$28.8M
|
+$3.25M
|
+67,807
|
+11%
|
|
|
142
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$28.4M
|
–
|
–
|
–
|
|
|
143
|
Cetera Advisor Networks
El Segundo,
California
|
$27.9M
|
+$5.1M
|
+106,316
|
+20%
|
|
|
144
|
Disciplina Capital Management
Nashville,
Tennessee
|
$27.2M
|
+$1.8M
|
+37,645
|
+6%
|
|
|
145
|
Cambridge Associates
Boston,
Massachusetts
|
$26.9M
|
-$280K
|
-5,841
|
-0.9%
|
|
|
146
|
Mutual of America Capital Management
New York
|
$26.8M
|
-$27K
|
-564
|
-0.1%
|
|
|
147
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$26.1M
|
+$139K
|
+2,907
|
+0.5%
|
|
|
148
|
First Foundation Advisors
Irvine,
California
|
$25.7M
|
+$6.34M
|
+132,347
|
+28%
|
|
|
149
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$25.5M
|
+$3.91M
|
+81,489
|
+16%
|
|
|
150
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$25.3M
|
–
|
–
|
–
|
|
