|
101
|
Cerity Partners OCIO
New York
|
$63.5M
|
+$4.54M
|
+30,111
|
+8%
|
|
|
102
|
Karpus Investment Management
Pittsford,
New York
|
$63M
|
+$4.5M
|
+29,834
|
+8%
|
|
|
103
|
PrairieView Partners
St. Paul,
Minnesota
|
$62M
|
-$487K
|
-3,233
|
-0.8%
|
|
|
104
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$62M
|
+$1.8M
|
+11,958
|
+3%
|
|
|
105
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$61.8M
|
+$1.86M
|
+12,350
|
+3%
|
|
|
106
|
Lindbrook Capital
Calabasas,
California
|
$60.7M
|
+$780K
|
+5,174
|
+1%
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$59.5M
|
+$4.3M
|
+28,550
|
+8%
|
|
|
108
|
United Capital Financial Advisors
Irving,
Texas
|
$58.5M
|
-$11.4M
|
-75,552
|
-16%
|
|
|
109
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$57.7M
|
+$15.6M
|
+103,655
|
+37%
|
|
|
110
|
Veritable
Wilmington,
Delaware
|
$57.6M
|
+$8.84M
|
+58,624
|
+18%
|
|
|
111
|
Caprock Group
Boise,
Idaho
|
$57.6M
|
+$2.2M
|
+14,613
|
+4%
|
|
|
112
|
Trellis Advisors
Ellensburg,
Washington
|
$55.9M
|
+$382K
|
+2,532
|
+0.7%
|
|
|
113
|
Cliffwater
Marina Del Rey,
California
|
$55.4M
|
+$14.9M
|
+98,888
|
+37%
|
|
|
114
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$55M
|
+$94.2K
|
+625
|
+0.2%
|
|
|
115
|
Tiedemann Advisors
New York
|
$52.3M
|
+$6.03K
|
+40
|
+0%
|
|
|
116
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$52.3M
|
+$10M
|
+66,519
|
+24%
|
|
|
117
|
Stifel Financial
St. Louis,
Missouri
|
$51.3M
|
-$2.82M
|
-18,697
|
-5%
|
|
|
118
|
Mariner
Overland Park,
Kansas
|
$50.7M
|
+$5.88M
|
+39,034
|
+13%
|
|
|
119
|
ALPS Advisors
Denver,
Colorado
|
$49.8M
|
-$381K
|
-2,530
|
-0.8%
|
|
|
120
|
Landaas & Company
Milwaukee,
Wisconsin
|
$49.6M
|
+$527K
|
+3,497
|
+1%
|
|
|
121
|
Regions Financial Corp
Birmingham,
Alabama
|
$49.3M
|
-$404K
|
-2,682
|
-0.8%
|
|
|
122
|
Zhang Financial
Portage,
Michigan
|
$48.2M
|
-$1.13M
|
-7,506
|
-2%
|
|
|
123
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$47M
|
+$11.5M
|
+75,989
|
+32%
|
|
|
124
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$46.5M
|
+$1.76M
|
+11,657
|
+4%
|
|
|
125
|
Linscomb Wealth
Houston,
Texas
|
$46.1M
|
-$354K
|
-2,351
|
-0.8%
|
|
