|
176
|
49 Wealth Management
Austin,
Texas
|
$54M
|
+$7.23M
|
+107,788
|
+15%
|
|
|
177
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$53.5M
|
-$421K
|
-6,273
|
-0.8%
|
|
|
178
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$52.2M
|
+$1.66M
|
+24,697
|
+3%
|
|
|
179
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$52.1M
|
+$19.8M
|
+295,153
|
+62%
|
|
|
180
|
Private Advisor Group
Morristown,
New Jersey
|
$52M
|
+$10M
|
+149,404
|
+24%
|
|
|
181
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$51.9M
|
+$51.8M
|
+772,296
|
New
|
|
|
182
|
TFC Financial Management
Boston,
Massachusetts
|
$51.8M
|
-$200K
|
-2,974
|
-0.4%
|
|
|
183
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$50.9M
|
+$2.43M
|
+36,219
|
+5%
|
|
|
184
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$50.5M
|
+$2.64M
|
+39,292
|
+6%
|
|
|
185
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$50M
|
+$21.9M
|
+326,778
|
+78%
|
|
|
186
|
Icon Wealth Advisors
Houston,
Texas
|
$49.8M
|
+$9.23M
|
+137,632
|
+23%
|
|
|
187
|
Cambridge Associates
Boston,
Massachusetts
|
$48.6M
|
-$2.68M
|
-39,954
|
-5%
|
|
|
188
|
Parkside Investments
Deerfield,
Illinois
|
$46.7M
|
+$2.94M
|
+43,815
|
+7%
|
|
|
189
|
Savant Capital
Rockford,
Illinois
|
$46.1M
|
-$1.56M
|
-23,238
|
-3%
|
|
|
190
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$45.5M
|
-$322K
|
-4,794
|
-0.7%
|
|
|
191
|
Litman Gregory Wealth Management
Larkspur,
California
|
$45.1M
|
-$1.72M
|
-25,579
|
-4%
|
|
|
192
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$44.9M
|
+$1.02M
|
+15,186
|
+2%
|
|
|
193
|
Allianz Asset Management
Munich,
Germany
|
$44.5M
|
-$11.8M
|
-175,650
|
-21%
|
|
|
194
|
Sompo Asset Management
Tokyo,
Japan
|
$44.4M
|
-$91.8K
|
-1,368
|
-0.2%
|
|
|
195
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$44.2M
|
+$12.2M
|
+181,117
|
+38%
|
|
|
196
|
HSBC Holdings
London,
United Kingdom
|
$43.7M
|
+$6.32M
|
+94,219
|
+17%
|
|
|
197
|
First Foundation Advisors
Irvine,
California
|
$43.5M
|
+$1.25M
|
+18,615
|
+3%
|
|
|
198
|
MBL Wealth
Charlotte,
North Carolina
|
$43M
|
+$1.02M
|
+15,160
|
+2%
|
|
|
199
|
Investure LLC
Charlottesville,
Virginia
|
$42.8M
|
+$2.24M
|
+33,390
|
+6%
|
|
|
200
|
Trek Financial
Scottsdale,
Arizona
|
$42.8M
|
-$5.38M
|
-80,183
|
-11%
|
|
