|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$210M
|
+$6.99M
|
+21,864
|
+4%
|
|
|
2
|
|
$206M
|
+$35.9M
|
+112,298
|
+22%
|
|
|
3
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$152M
|
-$1.43M
|
-4,456
|
-1%
|
|
|
4
|
Tompkins Financial
Ithaca,
New York
|
$98.7M
|
-$516K
|
-1,612
|
-0.5%
|
|
|
5
|
|
$92.8M
|
+$19.1M
|
+59,599
|
+27%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$77.4M
|
+$12M
|
+37,542
|
+19%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$74M
|
-$2.72M
|
-8,513
|
-4%
|
|
|
8
|
Callan Family Office
Radnor,
Pennsylvania
|
$72.6M
|
-$1.1M
|
-3,443
|
-2%
|
|
|
9
|
Cliffwater
Marina Del Rey,
California
|
$42.9M
|
-$24.4M
|
-76,188
|
-37%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$37.8M
|
+$9.57M
|
+29,918
|
+36%
|
|
|
11
|
Gotham Asset Management
New York
|
$36.6M
|
+$18.4M
|
+57,651
|
+109%
|
|
|
12
|
AQR Capital Management
Greenwich,
Connecticut
|
$34.6M
|
+$4.55M
|
+14,232
|
+16%
|
|
|
13
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$32.5M
|
+$31.4M
|
+98,053
|
New
|
|
|
14
|
|
$32.4M
|
-$1.02M
|
-3,186
|
-3%
|
|
|
15
|
Diversified Trust
Memphis,
Tennessee
|
$26.6M
|
+$4.8K
|
+15
|
+0%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$26.5M
|
-$178K
|
-556
|
-0.7%
|
|
|
17
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$25.2M
|
-$3.59M
|
-11,221
|
-13%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$23.4M
|
+$3.96M
|
+12,389
|
+21%
|
|
|
19
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$22.4M
|
+$21M
|
+65,492
|
+2,939%
|
|
|
20
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$21.2M
|
-$757K
|
-2,366
|
-4%
|
|
|
21
|
Pennington Partners & Co
Bethesda,
Maryland
|
$21.1M
|
-$3.2K
|
-10
|
-0%
|
|
|
22
|
AlphaCore Capital
La Jolla,
California
|
$19.2M
|
+$3.21M
|
+10,019
|
+21%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$19M
|
+$5.98M
|
+18,680
|
+48%
|
|
|
24
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$18.9M
|
-$20.2K
|
-63
|
-0.1%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.8M
|
+$1.05M
|
+3,282
|
+7%
|
|
